HARVARD PLAZA INC (EIN 953377301) - 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

1978

Legal Domicile

Principal Officer

ELVAN MOEN

Phone

3232583512

Tax Period

2024-04-01 to 2025-03-31

HARVARD PLAZA INC, founded in 1978, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2024.

Mission

TO PROVIDE LOW INCOME HOUSING TO ELDERLY AND HANDICAPPED PERSONS.

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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 $1,167,260

Program Service Revenue $749,433

Investment Income $524,585

Other Revenue $0

TOTAL REVENUE $2,441,278

Expense Breakdown

Grants Paid $729,954

Salaries & Benefits $343,870

Fundraising Expenses $0

Program Expenses $2,146,822

Other Expenses $1,525,184

TOTAL EXPENSES $2,599,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,441,278	$2,280,046	+0.1%
Expenses	$2,599,008	$1,703,300	+0.5%
Net Income	$-157,730	$576,746	-1.3%

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

N/A

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
ELVAN MOEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE CASEY	TREASURER	1.00	Officer Director	$0	$0	$0
LISA FIKE	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CASEY	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
LAUREEN ENDOSO	DIRECTOR	1.00	Director	$0	$0	$0
REV ALEX POWELL	DIRECTOR	1.00	Director	$0	$0	$0
SUE EVERHART	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KOLUS	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SMITH	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	$2,441,278	$2,599,008	$14,870,461	$-157,730
2024	$2,280,046	$1,703,300	$15,172,982	$576,746
2023	$1,883,101	$2,156,791	$14,717,566	$-273,690
2022	$1,739,414	$1,607,149	$15,168,762	$132,265
2021	$1,729,514	$1,531,144	$15,377,873	$198,370
2020	$1,702,505	$1,284,850	$3,847,679	$417,655
2019	$1,660,816	$1,265,303	$3,921,326	$395,513
2018	$1,626,578	$1,238,562	$3,987,282	$388,016

HARVARD PLAZA INC