LOWER 9TH WARD HOMEOWNERSHIP ASSOCIATION (EIN 870789422) - 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

2013

Legal Domicile

Principal Officer

CHARLES STERN

Phone

5049436000

Tax Period

2023-01-01 to 2023-12-31

LOWER 9TH WARD HOMEOWNERSHIP ASSOCIATION, founded in 2013, is a small nonprofit in the Housing & Shelter sector that reported $186K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

IMPROVE THE QUALITY OF LIFE OF THE LOWER 9TH WARD

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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 $233,651

Program Service Revenue $0

Investment Income $0

Other Revenue $-47,285

TOTAL REVENUE $186,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,441

Fundraising Expenses $6,995

Program Expenses $169,107

Other Expenses $50,931

TOTAL EXPENSES $191,372

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,366	$207,059	-0.1%
Expenses	$191,372	$148,422	+0.3%
Net Income	$-5,006	$58,637	-1.1%

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

Total Directors

$48,006

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAYNELL BRADY	Executive Dir.	8.00	Director	$48,006	$0	$48,006
CHARLES STERN	Treasurer	6.00	Officer Director	$0	$0	$0
MALISSA DIETSCH GIVHAN	Vice President	6.00	Officer Director	$0	$0	$0
LATASHIA CRAFT HARRIS	Secretary	6.00	Officer Director	$0	$0	$0
JANICE BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
GISELLE LEBEAUF	BOARD MEMBER	2.00	Director	$0	$0	$0
JONIQUE JOHNSON	President	6.00	Officer Director	$0	$0	$0
EMANUEL ANDREWS	BOARD MEMBER	2.00	Director	$0	$0	$0
DANA DIXON BELL	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIN VOISON	BOARD MEMBER	2.00	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
2023	$186,366	$191,372	$49,677	$-5,006
2022	$207,059	$148,422	$54,683	$58,637

LOWER 9TH WARD HOMEOWNERSHIP ASSOCIATION