METHOW HOUSING TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

SIMON WINDELL

Phone

5099965943

Tax Period

2023-01-01 to 2023-12-31

METHOW HOUSING TRUST, founded in 2017, is a community nonprofit in the Housing & Shelter sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 88% operating margin.

Mission

THE METHOW HOUSING TRUST DEVELOPS AND PRESERVES AFFORDABLE, QUALITY HOUSING FOR RESIDENTS OF THE METHOW VALLEY.

Program Service Accomplishments

Program 1

Expenses: $338,393 Revenue: $-984,099

THE METHOW HOUSTING TRUST HOME-OWNERSHIP PROGRAM AIMS TO HELP BRIDGE THE GAP BETWEEN THE RISING COST OF METHOW VALLEY HOMES AND THE MODEST WAGES MANY LOCAL RESIDENTS LIVE ON BY DEVELOPING AND...

THE METHOW HOUSTING TRUST HOME-OWNERSHIP PROGRAM AIMS TO HELP BRIDGE THE GAP BETWEEN THE RISING COST OF METHOW VALLEY HOMES AND THE MODEST WAGES MANY LOCAL RESIDENTS LIVE ON BY DEVELOPING AND MANAGING AFFORDABLE HOME-OWNERSHIP OPPORTUNITIES. THE TRUST PROVIDES SUBSIDIZED HOUSING, HOME-OWNERSHIP EDUCATION AND COMMUNITY PLANNING THROUGH ITS PROGRAMS.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,291,417

Program Service Revenue $58,887

Investment Income $51,465

Other Revenue $-1,451,811

TOTAL REVENUE $3,949,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $374,203

Fundraising Expenses $35,700

Program Expenses $338,393

Other Expenses $98,878

TOTAL EXPENSES $473,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,949,958	$1,707,052	+1.3%
Expenses	$473,081	$1,451,951	-0.7%
Net Income	$3,476,877	$255,101	+12.6%

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

$96,291

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROCKLYNN CULP	PRESIDENT	2.00	Officer Director	$0	$0	$0
DON LINNERTZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN BLISS	TREASURER	2.00	Officer Director	$0	$0	$0
TERESA MITCHELL	SECRETARY	2.00	Officer Director	$0	$0	$0
PHIL DAVIS	DIRECTOR	4.00	Director	$0	$0	$0
MADELEINE ECKMANN	DIRECTOR	2.00	Director	$0	$0	$0
CALLIE FINK	DIRECTOR	2.00	Director	$0	$0	$0
LAURA GRIGNON	DIRECTOR	2.00	Director	$0	$0	$0
KATIE LEUTHAUSER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MOORE	DIRECTOR	2.00	Director	$0	$0	$0
NANCY NASH MENDEZ	DIRECTOR	2.00	Director	$0	$0	$0
DANICA READY	EXECUTIVE DIRECTOR	35.00	Officer	$96,291	$0	$96,291

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	No data	No data	No data	No data
2023	$3,949,958	$473,081	$15,091,610	$3,476,877
2022	$1,707,052	$1,451,951	$12,352,835	$255,101
2021	$7,216,454	$226,351	$11,994,977	$6,990,103
2020	$2,080,404	$214,369	$4,887,158	$1,866,035
2019	$960,572	$196,126	$3,014,655	$764,446
2018	$1,266,016	$142,072	$2,480,063	$1,123,944