Barton Affordable Housing Inc
Nonprofit profile at a glance
- EIN
- 992742362
- IRS 990 coverage
- 2024–2025
- Forms available
- Form 990 2025
- Location
- Lakewood, OH, USA
- Phone
- 2165217260
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $19,599
- Expenses
- $7,235
- Assets
- $218,714
- Liabilities
- $206,250
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- DONNALD HECKELMOSER (CEO)
- ALLISON URBANEK (PRESIDENT)
People named in this filing
- GEOFFREY BLACK (DIRECTOR)
- ELIZABETH MCGRAW (DIRECTOR)
- SANDY LINDAHL (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To develop, own, maintain and manage affordable housing facilities for lower income elderly and/or individuals or families, and to provide services for any such residents designed to meet their needs, either directly or indirectly, for housing, for physical and mental health care, for civic, educational, cultural and recreational activities, and for a general environment conducive to their quality of life and independence, including, but not limited to, receiving, holding, investing and administering property in furtherance of its purposes and by making expenditures in furtherance of its purposes.
What it reported doing in 2025
Developing affordable housing for low-income individuals and families to support community revitalization and housing stability through construction, rehabilitation, and tenant services.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 13
- Transparency & Controls: 90
- Accountability: 70
- Sustainability: 76
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 8.6%; rating input score 9
- Program expense ratio: 23.2%; rating input score 23
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90%; rating input score 90; 14th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 63.1%; rating input score 92; 92nd percentile among comparable filings
- Total-asset coverage ratio: 30.23; rating input score 87; 87th percentile among comparable filings
- Liabilities to assets ratio: 0.94; rating input score 5; 5th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings
Growth
- Program expense growth: 200% per year; rating input score 100; 100th percentile among comparable filings
- Revenue growth: 198% per year; rating input score 100; 100th percentile among comparable filings
- Asset growth: 199.8% per year; rating input score 100; 100th percentile among comparable filings
Details
- Where the money goes: 8.6% of revenue deployed · 23.2% of spending went to programs
- Governance: 13 of 13 board members independent · 2 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $2K in reported program spending
- Leadership: top reported pay $0 · 17 people listed
- Consistency: 13 of 14 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- Related organizations: 4 filed related-organization links
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 9/100.
- High — Financial Efficiency: Program expense ratio scored 23/100.
- High — Accountability: Governance controls: 4 of 6 not reported.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 5/100.
- Review — Sustainability: Officer compensation ratio scored 58/100.