Del Rio Rotary Housing II (EIN 270054040) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

Isidro Valdez

Phone

8307682295

Tax Period

2023-07-01 to 2024-06-30

Del Rio Rotary Housing II, founded in 2000, is a micro nonprofit in the Housing & Shelter sector that reported $55K in total revenue in fiscal year 2023. Expenses of $65K exceeded revenue, resulting in a 18% operating deficit.

Mission

The organization operates 12 rental units under the U.S. Department of Housing and Urban Development, Section 202 program, providing housing and services to the elderly.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,530

Program Service Revenue $26,989

Investment Income $1,011

Other Revenue $625

TOTAL REVENUE $55,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,557

Fundraising Expenses $0

Program Expenses $56,817

Other Expenses $52,617

TOTAL EXPENSES $65,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,155	$56,103	0.0%
Expenses	$65,174	$65,524	0.0%
Net Income	$-10,019	$-9,421	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Gregorio Arrambide	President	001.00	Director	$0	$0	$0
Rita Daniels	Secretary	001.00	Director	$0	$0	$0
Fred Bowers	Secretary	001.00	Director	$0	$0	$0
Michael Coplan	Director	001.00	Director	$0	$0	$0
Eddie Amezcua Jr	Director	001.00	Director	$0	$0	$0
Gloria Wilson	Treasurer	001.00	Director	$0	$0	$0
Otila Gonzalez	Vice President	001.00	Director	$0	$0	$0
Najia Weathersbee	Director	001.00	Director	$0	$0	$0
Elizabeth Elizalde Calderon	Director	001.00	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
2025	No data	No data	No data	No data
2024	$55,155	$65,174	$633,552	$-10,019
2023	$56,103	$65,524	$643,530	$-9,421
2022	$52,666	$59,795	$654,284	$-7,129
2021	$53,894	$55,560	$661,177	$-1,666
2020	$93,018	$77,380	$664,164	$15,638
2019	$54,533	$62,191	$648,228	$-7,658

Del Rio Rotary Housing II