PARTNERSHIP HOUSING OF SOUTHWEST ALABAMA INC (EIN 811633121) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

COURTNEY ROUSE-HEINZ

Phone

2514767171

Tax Period

2024-07-01 to 2025-06-30

PARTNERSHIP HOUSING OF SOUTHWEST ALABAMA, founded in 2016, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2017. The organization ran a surplus of $2.1M, a strong 91% operating margin.

Mission

PARTNERSHIP HOUSING PROVIDES SAFE, DECENT AND AFFORDABLE RENTAL HOUSING FOR LOW INCOME FAMILIES. PARTNERSHIP HOUSING'S FOCUSED MISSION IS TO PROVIDE LONG TERM RENTAL HOUSING OPTIONS THAT SUPPORT HOUSING STABILITY, EQUITY AND DIGNITY FOR LOW INCOME FAMILIES IN MOBILE COUNTY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $258,453

Investment Income $4,808

Other Revenue $4,320

TOTAL REVENUE $277,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,710

Fundraising Expenses $0

Program Expenses $386,214

Other Expenses $304,504

TOTAL EXPENSES $386,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,581	$351,417	-0.2%
Expenses	$386,214	$491,439	-0.2%
Net Income	$-108,633	$-140,022	-0.2%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

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

$100,858

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY CRUTHIRDS	BOARD MEMBER	2.00	Director	$0	$0	$0
MISSTY GRAY	BOARD MEMBER	2.00	Director	$0	$0	$0
KEITH MCCALL	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY CHISM	BOARD MEMBER- FORMER	2.00	Director	$0	$0	$0
LYDIA EDMONDS	BOARD MEMBER- FORMER	2.00	Director	$0	$0	$0
COURTNEY ROUSE-HEINZ	EXECUTIVE DIRECTOR	10.00	Officer	$19,006	$2,574	$100,858

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
2025	$277,581	$386,214	$1,319,326	$-108,633
2024	$351,417	$491,439	$1,400,588	$-140,022
2023	$296,079	$400,775	$1,513,413	$-104,696
2022	$437,365	$410,176	$1,595,098	$27,189
2021	$257,343	$392,896	$1,564,408	$-135,553
2020	$441,283	$729,721	$1,814,410	$-288,438
2019	$444,378	$560,381	$2,003,499	$-116,003
2018	$2,272,252	$208,209	$2,120,605	$2,064,043

PARTNERSHIP HOUSING OF SOUTHWEST ALABAMA INC