AHEPA 501-II INC (EIN 850458871) - 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

1999

Legal Domicile

Principal Officer

MARK BULLOCK

Phone

5058333139

Tax Period

2024-07-01 to 2025-06-30

AHEPA 501-II INC, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $537K in total revenue in fiscal year 2024. Net assets of $2.4M represent 54 months of operating reserves.

Mission

THE CORPORATION WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE AN AFFORDABLE HOUSING APARTMENT COMMUNITY.

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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 $1,470

Program Service Revenue $497,534

Investment Income $35,706

Other Revenue $2,646

TOTAL REVENUE $537,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $526,070

Other Expenses $561,756

TOTAL EXPENSES $561,756

Year-over-Year Comparison

	2024	2023	Change
Revenue	$537,356	$525,646	+0.0%
Expenses	$561,756	$499,732	+0.1%
Net Income	$-24,400	$25,914	-1.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BULLOCK	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER CHRONIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES BARNER	SECRETARY	1.00	Officer Director	$0	$0	$0
NICK CHRONIS	TREASURER	1.00	Officer Director	$0	$0	$0
KONSTANTINE ANGELO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL J DOMINICK JR	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS C CASSIMUS	DIRECTOR	1.00	Director	$0	$0	$0
DEMETRIOS MAKRIS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MALIGAS	DIRECTOR	1.00	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
2025	$537,356	$561,756	$2,469,403	$-24,400
2024	$525,646	$499,732	$2,496,582	$25,914
2023	$510,436	$501,153	$2,472,371	$9,283
2022	$498,857	$446,176	$2,452,581	$52,681
2021	$494,792	$436,876	$2,404,799	$57,916
2020	$490,300	$455,415	$2,330,660	$34,885
2019	$475,569	$484,144	$2,306,451	$-8,575

AHEPA 501-II INC