Helms Manor (EIN 954728212) - 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

Phone

3109884000

Tax Period

2020-07-01 to 2021-06-30

Helms Manor, founded in 1999, is a micro nonprofit in the Housing & Shelter sector that reported $93K in total revenue in fiscal year 2020. Revenue decreased 10% compared to the prior year. Expenses of $104K exceeded revenue, resulting in a 12% operating deficit.

Mission

To provide disabled persons with housing facilities and services specially designed to meet their physical, social and psychological needs and to promote their health, security, happiness and usefulness in longer living.

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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 (2020)

Revenue Breakdown

Contributions & Grants $8,307

Program Service Revenue $83,696

Investment Income $5

Other Revenue $674

TOTAL REVENUE $92,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,675

Fundraising Expenses $0

Program Expenses $46,215

Other Expenses $87,458

TOTAL EXPENSES $104,133

Year-over-Year Comparison

	2020	2019	Change
Revenue	$92,682	$102,445	-0.1%
Expenses	$104,133	$104,428	0.0%
Net Income	$-11,451	$-1,983	+4.8%

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

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
Joshua Melendez	Director	0.50	Director	$0	$0	$0
Linda Gowin	Director	0.50	Director	$0	$0	$0
Tim Soule	President	0.50	Officer	$0	$0	$0
Erick Sierra	Treasurer	0.50	Officer	$0	$0	$0
Tristan Macprang	Secretary	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
2021	$92,682	$104,133	$513,219	$-11,451
2020	$102,445	$104,428	$532,051	$-1,983
2019	$77,770	$93,886	$522,786	$-16,116
2018	$69,499	$92,193	$531,907	$-22,694

Helms Manor