Specialized Housing VIII Inc (EIN 931129860) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

Lydia Whitaker

Phone

5034699248

Tax Period

2022-07-01 to 2023-06-30

Specialized Housing VIII Inc, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $136K in total revenue in fiscal year 2022. Expenses of $160K exceeded revenue, resulting in a 17% operating deficit.

Mission

Affordable housing for persons with Intellectual and Developmental Disabilities.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $136,218

Investment Income $17

Other Revenue $0

TOTAL REVENUE $136,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,237

Fundraising Expenses $0

Program Expenses $108,344

Other Expenses $151,507

TOTAL EXPENSES $159,744

Year-over-Year Comparison

	2022	2021	Change
Revenue	$136,235	$136,891	0.0%
Expenses	$159,744	$166,611	0.0%
Net Income	$-23,509	$-29,720	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$368,681

Total Directors

$368,681

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian McCarl	Executive Director	1.00	Officer Director	$0	$11,111	$233,323
Lydia Whitaker	Secretary/Treasurer	1.00	Officer Director	$0	$5,936	$135,358
David Geels	President (From June 2023)	0.50	Officer Director	$0	$0	$0
Tara Johnson	Vice President	0.50	Officer Director	$0	$0	$0
Trisha Shook	Board Member (From June 2023)	0.50	Officer	$0	$0	$0
Ruth Brook	Board Member (From June 2023)	0.50	Officer	$0	$0	$0
Sam Baugh	Board Member (From June 2023)	0.50	Officer	$0	$0	$0
Paul Gonzales	Board Member (From June 2023)	0.50	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$136,235	$159,744	$622,836	$-23,509
2022	$136,891	$166,611	$645,576	$-29,720
2021	$151,725	$157,079	$674,307	$-5,354
2020	$120,132	$140,192	$687,596	$-20,060
2019	$117,565	$131,634	$704,615	$-14,069
2018	$123,682	$138,583	$712,766	$-14,901

Specialized Housing VIII Inc