SOUTH BRONX HDFC C/O COMERFORD & DOUGHERTY LLP (EIN 133540214) - 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

1969

Legal Domicile

Principal Officer

ANTONIO GARCIA DALMAU

Phone

5162484817

Tax Period

2024-01-01 to 2024-12-31

SOUTH BRONX HDFC C/O COMERFORD & DOUGHERTY LLP, founded in 1969, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 99% operating margin.

Mission

THE ORGANIZATION SEEKS TO TO PROVIDE HOUSING AND RELATED ACCESSORY FACILITIES TO LOW AND MODERATE INCOME PERSONS, ELDERLY PERSONS AND HANDICAPPED PERSONS IN NEED.

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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 $0

Program Service Revenue $1,756,872

Investment Income $99,663

Other Revenue $0

TOTAL REVENUE $1,856,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,750

TOTAL EXPENSES $12,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,856,535	$1,451,402	+0.3%
Expenses	$12,750	$19,000	-0.3%
Net Income	$1,843,785	$1,432,402	+0.3%

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

N/A

Volunteers

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
ANTONIO GARCIA DALMAU	PRESIDENT	0.30	Officer Director	$0	$0	$0
SHARON JOSLYN	SECRETARY	0.30	Officer Director	$0	$0	$0
FR ERIC CRUZ	TREASURER	0.30	Officer Director	$0	$0	$0
MARY KAY LOUCHART	DIRECTOR	0.30	Director	$0	$0	$0
DANIEL MCGIVNEY	DIRECTOR	0.30	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	$1,856,535	$12,750	$23,725,961	$1,843,785
2023	$1,451,402	$19,000	$21,886,458	$1,432,402
2022	$1,548,772	$9,750	$20,219,708	$1,539,022
2021	$1,454,470	$14,325	$19,022,988	$1,440,145
2020	$1,288,564	$809,292	$17,528,321	$479,272
2019	$1,245,933	$12,526	$16,910,834	$1,233,407
2018	$2,953,331	$5,000	$15,577,307	$2,948,331

SOUTH BRONX HDFC C/O COMERFORD & DOUGHERTY LLP