INDEPENDENT SUPPORTIVE HOUSING OAKLAND-II INC (EIN 800385792) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

KIRSTEN ELLIOTT

Phone

2489280111

Tax Period

2024-01-01 to 2024-12-31

INDEPENDENT SUPPORTIVE HOUSING OAKLAND-II INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $106K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $136K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PROVIDE LOW INCOME HOUSING TO DEVELOPMENTALLY DISABLED INDIVIDUALS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,621

Program Service Revenue $39,865

Investment Income $2,766

Other Revenue $0

TOTAL REVENUE $106,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,062

Other Expenses $136,040

TOTAL EXPENSES $136,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,252	$92,511	+0.1%
Expenses	$136,040	$136,068	0.0%
Net Income	$-29,788	$-43,557	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER LANFEAR	DIRECTOR	0.25	Director	$0	$0	$0
THOMAS LANDRY	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM ROBINSON JR	DIRECTOR	0.25	Director	$0	$0	$0
MARK WIEDELMAN	DIRECTOR	0.25	Director	$0	$0	$0
ARKETA WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
JANET OWENS	DIRECTOR	0.25	Director	$0	$0	$0
MAKISHA REED	DIRECTOR	0.25	Director	$0	$0	$0
GARY ABERNATHY	DIRECTOR	0.25	Director	$0	$0	$0
COURTNEY ELLEDGE	DIRECTOR	0.25	Director	$0	$0	$0
TRACIE PURDY	DIRECTOR	0.25	Director	$0	$0	$0
KIRSTEN ELLIOTT	CEO, PRESIDENT	0.50	Officer	$0	$0	$0
MAGGIE PERRY	VICE PRESIDENT OF OPERATIONS, SECRETARY	0.50	Officer	$0	$0	$0
MICHELLE BRINKMANN	VICE PRESIDENT OF PROGRAMS	0.50	Officer	$0	$0	$0
AL MARTIN	VICE PRESIDENT OF REAL ESTATE	0.50	Officer	$0	$0	$0
CARRIE MENDOZA	VICE PRESIDENT, CFO, TREASURER	0.50	Officer	$0	$0	$0
MARC CRAIG	PRESIDENT (FORMER)	0.50	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$106,252	$136,040	$1,071,292	$-29,788
2023	$92,511	$136,068	$1,101,639	$-43,557
2022	$91,907	$127,677	$1,176,127	$-35,770
2021	$102,268	$130,808	$1,202,034	$-28,540
2020	$102,339	$124,363	$1,232,446	$-22,024
2019	$96,208	$117,959	$1,267,674	$-21,751
2018	$92,988	$136,402	$1,295,379	$-43,414

INDEPENDENT SUPPORTIVE HOUSING OAKLAND-II INC