MONTROSE COUNTY HOUSING AUTHORITY (EIN 840833805) - 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

1981

Principal Officer

SUSAN BARRIENTOS

Phone

9703235445

Tax Period

2024-01-01 to 2024-12-31

MONTROSE COUNTY HOUSING AUTHORITY, founded in 1981, is a community nonprofit in the Housing & Shelter sector that reported $6.3M in total revenue in fiscal year 2024. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 58% operating margin.

Mission

PROVIDES HOUSING ASSISTANCE TO SENIOR CITIZENS AND VERY LOW INCOME FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,272,700

Program Service Revenue $443,534

Investment Income $33,214

Other Revenue $1,531,709

TOTAL REVENUE $6,281,157

Expense Breakdown

Grants Paid $1,344,051

Salaries & Benefits $416,882

Fundraising Expenses $0

Program Expenses $2,364,627

Other Expenses $894,124

TOTAL EXPENSES $2,655,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,281,157	$2,206,888	+1.8%
Expenses	$2,655,057	$2,129,487	+0.2%
Net Income	$3,626,100	$77,401	+45.8%

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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BARRIENTOS	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
PENNY HARRIS	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
MIKE HOFFMAN	MEMBER	N/A	Director	$0	$0	$0
ANN MORGENTHALER	VICE CHAIRPE	N/A	Officer 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	$6,281,157	$2,655,057	$9,806,576	$3,626,100
2023	$2,206,888	$2,129,487	$4,708,421	$77,401
2022	$1,977,811	$1,993,274	$4,627,376	$-15,463
2021	$1,873,673	$1,868,201	$4,666,974	$5,472
2020	$1,907,505	$1,784,117	$4,668,199	$123,388
2019	$1,848,754	$1,778,808	$4,557,838	$69,946
2019	$1,848,754	$1,778,808	$4,557,838	$69,946
2018	$2,261,916	$1,766,188	$4,475,583	$495,728

MONTROSE COUNTY HOUSING AUTHORITY