GRECCIO HOUSING UNLIMITED INC (EIN 841158819) - 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

1990

Legal Domicile

Principal Officer

R LEE PATKE

Phone

7194195607

Tax Period

2023-08-01 to 2024-07-31

GRECCIO HOUSING UNLIMITED INC, founded in 1990, is a community nonprofit in the Housing & Shelter sector that reported $6.6M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 16% operating margin.

Mission

AFFORDABLE HOUSING TO LOW-INCOME CITIZENS INCLUDING SUPPORTIVE RESOURCES FOR HOUSING STABILITY

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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 $1,138,653

Program Service Revenue $4,519,599

Investment Income $13,749

Other Revenue $907,510

TOTAL REVENUE $6,579,511

Expense Breakdown

Grants Paid $436,940

Salaries & Benefits $1,834,672

Fundraising Expenses $123,749

Program Expenses $5,072,122

Other Expenses $3,286,948

TOTAL EXPENSES $5,558,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,579,511	$4,879,767	+0.3%
Expenses	$5,558,560	$4,736,145	+0.2%
Net Income	$1,020,951	$143,622	+6.1%

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

$148,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE MILLER	PRESIDENT	3.00	Officer Director	$0	$0	$0
TAMI ZAMBORELLI	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT BENTZEN	SECRETARY	1.00	Officer Director	$0	$0	$0
ZACH BUNNEY	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL CLAUDIO	DIRECTOR	1.00	Director	$0	$0	$0
THEA PLATT	DIRECTOR	1.00	Director	$0	$0	$0
BRADEN HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
JAMES JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE OGLE	DIRECTOR	1.00	Director	$0	$0	$0
JARIAH WALKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL PHAN	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
LEE PATKE	EXECUTIVE DIRECTOR	40.00	Officer	$143,879	$4,316	$148,195

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	$6,579,511	$5,558,560	$21,506,369	$1,020,951
2023	$4,879,767	$4,736,145	$20,340,788	$143,622
2022	$4,502,190	$4,214,498	$18,516,537	$287,692
2021	$4,361,169	$3,944,244	$17,205,501	$416,925
2020	$3,606,298	$3,368,632	$17,249,097	$237,666
2019	$3,402,558	$3,361,588	$15,352,932	$40,970
2018	$3,134,045	$3,199,065	$15,550,268	$-65,020

GRECCIO HOUSING UNLIMITED INC