ALLIED HOUSING INC (EIN 840584939) - Form 990 Financial Analysis & Trantor Score

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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

1968

Legal Domicile

Principal Officer

MICHAEL KLEIN

Phone

3033991146

Tax Period

2023-01-01 to 2023-12-31

ALLIED HOUSING INC, founded in 1968, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $490K, a strong 42% operating margin.

Mission

PROVIDE HOUSING AND SUPPORT SERVICES TO LOW INCOME SENIORS

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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 $781,526

Program Service Revenue $242,775

Investment Income $78,495

Other Revenue $76,370

TOTAL REVENUE $1,179,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $628,129

Fundraising Expenses $15,018

Program Expenses $623,980

Other Expenses $61,035

TOTAL EXPENSES $689,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,179,166	$619,115	+0.9%
Expenses	$689,164	$696,488	0.0%
Net Income	$490,002	$-77,373	-7.3%

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

110

Volunteers

348

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

$553,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN SUMMER	PAST CHAIR	1.00	Director	$0	$0	$0
MOLLY ZWERDLINGER	CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN BOTNICK	MEMBER	1.00	Director	$0	$0	$0
SHARON CAULFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
ELLEN ABRAMS	MEMBER	1.00	Director	$0	$0	$0
JOE DUBROFF	MEMBER	1.00	Director	$0	$0	$0
ROB FRIEDMAN	MEMBER	1.00	Director	$0	$0	$0
SCOTT FISHER	MEMBER/AT-LARGE	1.00	Director	$0	$0	$0
RODI LEVI	MEMBER	1.00	Director	$0	$0	$0
ONDALEE KLINE	MEMBER	1.00	Director	$0	$0	$0
JOEY SIMON	MEMBER	1.00	Director	$0	$0	$0
JAMIE SARCHE	MEMBER	1.00	Director	$0	$0	$0
GARY SALTZMAN	MEMBER	1.00	Director	$0	$0	$0
JAN SCHORR	MEMBER	1.00	Director	$0	$0	$0
MELANIE SIEGEL	MEMBER/AT-LARGE	1.00	Director	$0	$0	$0
DAVID ZATERMAN	MEMBER	1.00	Director	$0	$0	$0
ALEXANDRA MANNERINGS	MEMBER	1.00	Director	$0	$0	$0
YOLANDA WEBB	MEMBER	1.00	Director	$0	$0	$0
ESSEY YIRDAW	MEMBER	1.00	Director	$0	$0	$0
MICHAEL KLEIN	PRESIDENT/CEO	10.50	Officer	$295,393	$0	$295,393
TRACY KAPAUN	CHIEF OPERATING OFFICER	40.00	Officer	$146,529	$0	$146,529
JOHN L MCCARTHY	CHIEF FINANCIAL OFFICER	40.00	Officer	$111,711	$0	$111,711
MIKE BELIEU	FORMER CHIEF FINANCIAL OFFICER	40.00		$72,342	$3,053	$75,395

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	$1,179,166	$689,164	$3,205,277	$490,002
2022	$619,115	$696,488	$2,759,078	$-77,373
2021	$1,131,190	$764,670	$3,349,141	$366,520
2020	$988,075	$939,817	$2,981,517	$48,258
2019	$774,814	$712,009	$2,036,378	$62,805
2018	$752,488	$699,963	$1,970,175	$52,525

ALLIED HOUSING INC