HV REAL ESTATE HOLDINGS INC C/O EVERNORTH LOAN FUND

EIN: 831025550 501(c)(3) Housing & Shelter

BURLINGTON, VT

Total Revenue
$455,135
Total Expenses
$472,018
Total Assets
$3,482,563
Net Assets
$345,218
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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
VT
Principal Officer
JANET SPITLER
Phone
8028638424
Tax Period
2023-01-01 to 2023-12-31

HV REAL ESTATE HOLDINGS INC C/O EVERNORTH LOAN FUND, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $455K in total revenue in fiscal year 2023.

Mission

TO DEVELOP, SUPPORT, OWN AND MANAGE SUBSIDIZED LOW-INCOME HOUSING AND RELATED FACILITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $455,124
Investment Income $11
Other Revenue $0
TOTAL REVENUE $455,135

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $472,018
Other Expenses $472,018
TOTAL EXPENSES $472,018

Year-over-Year Comparison

2023 2022 Change
Revenue $455,135 $426,407 +0.1%
Expenses $472,018 $430,802 +0.1%
Net Income $-16,883 $-4,395 +2.8%
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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY OWENS DIRECTOR 5.00
Director
$0 $0 $0
KATHY BEYER DIRECTOR 5.00
Director
$0 $0 $0
KARYN HALE DIRECTOR 5.00
Director
$0 $0 $0
MARC LANDRY DIRECTOR 5.00
Director
$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 No data No data No data No data
2023 $455,135 $472,018 $3,482,563 $-16,883
2022 $426,407 $430,802 $3,525,712 $-4,395
2021 $816,422 $456,073 $3,600,446 $360,349
2020 $35,154 $19,038 $3,704,311 $16,116
2019 $8,680 No data $207,622 No data
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