Jawonio Residential Opportunities III Inc (EIN 201078564) - 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

2004

Legal Domicile

Phone

8457082000

Tax Period

2024-01-01 to 2024-12-31

Jawonio Residential Opportunities III Inc, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $323K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $303K left a modest 6% surplus.

Mission

TO PROVIDE AFFORDABLE HOUSING FOR THE BENEFIT OF INDIVIDUALS WITH DEVELOPMENTAL, MENTAL AND PHYSICAL DISABILITIES WHO MEET LOW INCOME REQUIREMENTS.

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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 $261,678

Investment Income $2,543

Other Revenue $58,334

TOTAL REVENUE $322,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,822

Other Expenses $302,510

TOTAL EXPENSES $302,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,555	$361,468	-0.1%
Expenses	$302,510	$297,860	+0.0%
Net Income	$20,045	$63,608	-0.7%

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

$617,300

Total Directors

$388,035

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gina Szmulewicz	Secretary	1.0	Officer Director	$0	$0	$0
James E Johansen	Treasurer	1.0	Officer Director	$0	$0	$0
Madelon Berger	Chair	1.0	Officer Director	$0	$0	$0
RANDI CASTRO-RIOS	CHIEF EXECUTIVE OFFICER	1.0	Officer Director	$0	$72,553	$388,035
Leslie Friedman	Director	1.0	Director	$0	$0	$0
Scott Salmon	Director	1.0	Director	$0	$0	$0
William M Trust Jr	Director	1.0	Director	$0	$0	$0
Anyeline Santos	Chief Business Officer - Term start 6/20/2024	1.0	Officer	$0	$0	$96,927
Steven Constable	Chief Business Officer - Term end 6/28/2024	1.0	Officer	$0	$26,568	$132,338

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	$322,555	$302,510	$2,297,413	$20,045
2023	$361,468	$297,860	$2,395,831	$63,608
2022	$356,632	$273,243	$2,416,690	$83,389
2021	$416,106	$315,186	$2,495,219	$100,920
2020	$346,609	$249,872	$2,520,244	$96,737
2019	$329,102	$244,329	$2,507,022	$84,773
2018	$271,710	$302,637	$2,529,158	$-30,927

Jawonio Residential Opportunities III Inc