Booth Manor Two INC EIN 39-1802991 Form 990 (PDF) Claim this org

Booth Manor Two INC

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Offers housing and support services for low-income seniors. For fiscal year 2024 it reported $321K in revenue, $375K in expenses, and $887K in net assets.Pt I

Type
Public charity (501(c)(3)) · Housing
Location
Wauwatosa, WI
Filings
5 on file (2020–2024)
Revenue
$321KFY2024
Expenses
$375K
Net assets
$887K
People
15
Filings
5
Updates
0
More identity details & actions ⌄
EIN  39-1802991 Public charity (501(c)(3)) Wauwatosa, WI
Form 990 (PDF)
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Size
$100K–1M
What they do
Offers housing and support services for low-income seniors.
Leadership
Johanna Pook · Director
Money in and out
$321K revenue, $375K expenses
Bottom line
70% program efficiency
Where the money goes · FY2024
Total revenue
$321K
Pt VIII · Ln 12
Total expenses
$375K
Pt IX · Ln 25
Net assets
$887K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$54K
Where spending went · Part IX cols B–D
Program services $0.70 Management & general $0.30
Program efficiency
70%
of spending reaches programs▼ -0.8% vs prior filing year
Operating runway
3.1mo
months of highly liquid reserves at operating expense rate▼ -58% vs prior filing year
Surplus margin
-17%
revenue over expenses, this year▼ -16% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$321K
FY2024▲ +2%
Expenses
$375K
FY2024▲ +4%
Total assets
$924K
FY2024▼ -16%
Total liabilities
$36K
FY2024▼ -76%
Total revenue
$321K
Pt VIII · Ln 12
Total expenses
$375K
Pt IX · Ln 25
Net assets
$887K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$54K
Total assetsPt X · Ln 16$924K
Program-expense ratioPt IX · col B70%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 42

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBooth Manor Two INC
EINHdr · item D39-1802991
Principal addressHdr · item CWauwatosa, WI
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHousing (L22)
Ruling yearIRS BMFFeb 1995

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b2
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Asst Secretary
$0Pt VII · Sec A
Asst Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $263K of program spending, described in the organization's own filed words · FY2023.
01

The corporation owns and operates at 40-UNIT facility for housing the elderly or handicapped in accordance with the department of housing and urban development (hud) rules and regulations.

$263Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$165K · 51%
Contributions & grants$151K · 47%
Other revenue$4K · 1%
Program service revenue51%$165K
Contributions & grants47%$151K
Other revenue1%$4K
Investment income$1K
— government grantsLn 1e$151K
Total revenueLn 12$321K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.70 Management & general $0.30
Program services70%$263K
Management & general30%$112K
Total functional expensesLn 25$375K

Balance Sheet

Part X · end of year
CashLn 1$96K
Total assetsLn 16$924K
Total liabilitiesLn 26$36K
Total net assetsLn 32$887K
Months of cash on handcomputed3.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $96K · Operating expenses/yr $375K
3.1 months
Where the money goes
Program services
Program services $263K · Total expenses $375K
70%
Management & General
Management & general $112K · Total expenses $375K
30%
Fundraising
Fundraising $0 · Total expenses $375K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $151K · Total revenue $321K
47%
Government reliance
Government grants $151K · Total revenue $321K
47%
Earned-income share
Program service revenue $165K · Total revenue $321K
51%
Investment reliance
Investment income $1K · Total revenue $321K
+0.5%
Program self-sufficiency
Program service revenue $165K · Total expenses $375K
44%
Growth & trend
Revenue growth (YoY)
This year $321K · Prior year $314K
+2%
Revenue CAGR
FY2019 $306K · FY2023 $321K
+1%
Net-asset trend (YoY)
End of year $887K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $321K · Expenses $375K
-17%
Liabilities-to-Assets
Total liabilities — · Total assets $924K
Net-asset ratio
Net assets $887K · Total assets $924K
96%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $924K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Johanna Pook · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $375K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $162K · Total expenses $375K
43%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 70%
Overhead ratio 30%
Fundraising cost ratio 0%
Revenue growth 2%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$321K revenue · viewing · ⤓ 990 PDF
FY2023$314K revenue · ⤓ 990 PDF
FY2022$314K revenue · ⤓ 990 PDF
FY2021$310K revenue · ⤓ 990 PDF
FY2020$306K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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