CASA VICTORIA HOUSING DEVELOPMENT FUND (EIN 133269323) - 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

1985

Legal Domicile

Principal Officer

ELIZABETH COLON

Phone

6465908591

Tax Period

2023-01-01 to 2023-12-31

CASA VICTORIA HOUSING DEVELOPMENT FUND, founded in 1985, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.6M exceeded revenue, resulting in a 23% operating deficit.

Mission

PROVIDE HOUSING FOR THE ELDERLY UNDER SECTION 202 OF THE NATIONAL HOUSING ACT AND REGULATED BY THE US DEPT. OF HUD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,000

Program Service Revenue $1,281,132

Investment Income $208

Other Revenue $0

TOTAL REVENUE $1,288,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $316,958

Fundraising Expenses $0

Program Expenses $1,330,474

Other Expenses $1,272,623

TOTAL EXPENSES $1,589,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,288,340	$1,223,941	+0.1%
Expenses	$1,589,581	$1,571,994	+0.0%
Net Income	$-301,241	$-348,053	-0.1%

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
ELIZABETH COLON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC DIAZ	SECRETARY	1.00	Director	$0	$0	$0
ANDREW PU	TREASURER	1.00	Director	$0	$0	$0
HERSON CABRERAS	MEMBER	1.00	Director	$0	$0	$0
DIOSCORO PINEDA	MEMBER	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
2024	No data	No data	No data	No data
2023	$1,288,340	$1,589,581	$3,022,226	$-301,241
2022	$1,223,941	$1,571,994	$3,233,413	$-348,053
2021	$1,288,304	$1,425,989	$3,515,556	$-137,685
2020	$1,154,206	$1,349,588	$3,655,433	$-195,382
2019	$1,264,414	$1,406,028	$3,858,047	$-141,614
2018	$1,299,940	$1,462,864	$4,527,811	$-162,924

CASA VICTORIA HOUSING DEVELOPMENT FUND