VILLAS DE SANTA LUCIA INC (EIN 262818954) - 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

2009

Legal Domicile

Principal Officer

PHILIP VOTTIERO

Phone

3038300215

Tax Period

2024-01-01 to 2024-12-31

VILLAS DE SANTA LUCIA INC, founded in 2009, is a small nonprofit that reported $811K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $137K, a strong 17% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING FOR LOW- AND MODERATE-INCOME FAMILIES AND ELDERLY.

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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 $804,516

Investment Income $6,368

Other Revenue $0

TOTAL REVENUE $810,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $583,300

Other Expenses $673,825

TOTAL EXPENSES $673,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$810,884	$715,075	+0.1%
Expenses	$673,825	$675,636	0.0%
Net Income	$137,059	$39,439	+2.5%

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

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

$614,373

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN RADDATZ	VP OF DEVELO	1.00	Officer	$0	$41,618	$293,128
PHILIP VOTTIERO	CFO	1.00	Officer	$0	$22,708	$180,257
STACY WAHRER	ED-HMS	1.00	Officer	$0	$13,083	$140,988
BOB GROSS	SECRETARY	1.00	Officer Director	$0	$0	$0
BOB MONROE	CHAIR	1.00	Officer Director	$0	$0	$0
TIM ZALESKI	TREASURER	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$810,884	$673,825	$1,828,427	$137,059
2023	$715,075	$675,636	$1,716,119	$39,439
2022	$661,013	$783,741	$1,716,159	$-122,728
2021	$625,244	$812,722	$1,892,418	$-187,478
2020	$642,943	$838,384	$2,131,255	$-195,441
2019	$646,441	$819,700	$2,395,221	$-173,259
2018	$244,090	$774,190	$2,582,525	$-530,100

VILLAS DE SANTA LUCIA INC