NeighborWorks Housing Services of Pueblo Inc (EIN 840747226) - 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

1977

Legal Domicile

Principal Officer

Sandy Gutierrez

Phone

7195448078

Tax Period

2023-10-01 to 2024-09-30

NeighborWorks Housing Services of Pueblo Inc, founded in 1977, is a community nonprofit in the Housing & Shelter sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 35% operating margin.

Mission

To promote healthy, vibrant neighborhoods and serve as a first choice for homebuyers in Southern Colorado.

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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 $4,014,894

Program Service Revenue $1,028,223

Investment Income $152,853

Other Revenue $90,802

TOTAL REVENUE $5,286,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,367,266

Fundraising Expenses $146,798

Program Expenses $2,896,631

Other Expenses $2,078,016

TOTAL EXPENSES $3,445,282

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,286,772	$2,932,299	+0.8%
Expenses	$3,445,282	$2,113,136	+0.6%
Net Income	$1,841,490	$819,163	+1.2%

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

N/A

Independent Members

N/A

Employees

Volunteers

750

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

$366,142

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heidi Gamer	President (thru Sept 2024)	2.00	Officer Director	$0	$0	$0
Deanna Westerby	Vice President (thru Sept 2024)	2.00	Officer Director	$0	$0	$0
Noah Commerford	Secretary (thru Sept 2024)	2.00	Officer Director	$0	$0	$0
Jody Sanders	Treasuer (thru Sept 2024)	2.00	Officer Director	$0	$0	$0
Brenda Austin	Director (thru Aug 2024)	2.00	Director	$0	$0	$0
Albert Spinuzzi	Director (thru Sept 2024)	2.00	Director	$0	$0	$0
Heather Browing-Barber	Director (thru Aug 2024)	2.00	Director	$0	$0	$0
Ashleigh Winans	CEO (thru Sept 2024)	40.00	Officer	$158,778	$3,363	$162,141
Sarah Habib	COO	40.00	Officer	$105,529	$3,819	$109,348
Emily Lopez	CFO	40.00	Officer	$94,151	$502	$94,653

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	$5,286,772	$3,445,282	$21,304,169	$1,841,490
2023	$2,932,299	$2,113,136	$14,774,381	$819,163
2022	$1,909,212	$1,934,076	$9,050,981	$-24,864
2021	$2,284,842	$1,799,494	$7,540,117	$485,348
2020	$1,858,071	$1,187,463	$7,811,963	$670,608

NeighborWorks Housing Services of Pueblo Inc