LAUREL HOUSING ASSOCIATES (EIN 943044660) - 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

2000

Legal Domicile

Principal Officer

KATRINA EGNER

Phone

2069012000

Tax Period

2025-01-01 to 2025-12-31

LAUREL HOUSING ASSOCIATES, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $168K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. Expenses of $149K left a modest 11% surplus.

Mission

PROVIDE LOW-INCOME HOUSING TO THE MENTALLY ILL.

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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 (2025)

Revenue Breakdown

Contributions & Grants $35,700

Program Service Revenue $130,956

Investment Income $970

Other Revenue $0

TOTAL REVENUE $167,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,956

Other Expenses $148,746

TOTAL EXPENSES $148,746

Year-over-Year Comparison

	2025	2024	Change
Revenue	$167,626	$208,002	-0.2%
Expenses	$148,746	$197,891	-0.2%
Net Income	$18,880	$10,111	+0.9%

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

$581,527

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER DOWDY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANNEMARIE BELIARD	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFF WILCOX	BOARD SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KATRINA EGNER	PRESIDENT AND CEO	1.00	Officer	$0	$25,138	$350,854
MIKE DE LUCA	VICE PRESIDENT AND CFO	1.00	Officer	$0	$6,688	$230,673

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	$167,626	$148,746	$334,964	$18,880
2024	No data	No data	No data	No data
2021	$198,718	$148,168	$410,122	$50,550
2020	$155,492	$155,861	$543,355	$-369
2020	$106,422	$136,689	$572,520	$-30,267
2019	$157,657	$146,900	$524,253	$10,757

LAUREL HOUSING ASSOCIATES