VISTA SERENA HOUSING DEVELOPMENT CORP (EIN 330236334) - 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

1987

Legal Domicile

Principal Officer

Elizabeth Ramirez

Phone

6192855600

Tax Period

2024-07-01 to 2025-06-30

VISTA SERENA HOUSING DEVELOPMENT CORP, founded in 1987, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Expenses of $244K exceeded revenue, resulting in a 63% operating deficit.

Mission

Vista Serena Housing Development Corporation was organized to meet the needs of elderly persons through the development of service facilities and programs and to provide housing for low and moderate income individuals.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $149,581

Investment Income $294

Other Revenue $0

TOTAL REVENUE $149,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,239

Fundraising Expenses $0

Program Expenses $170,052

Other Expenses $218,942

TOTAL EXPENSES $244,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,875	$149,031	+0.0%
Expenses	$244,181	$223,430	+0.1%
Net Income	$-94,306	$-74,399	+0.3%

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

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
IRMA CASTRO	MEMBER	0.05	Director	$0	$0	$0
VERONICA RUIZ	SEC/TREAS	0.30	Officer Director	$0	$0	$0
PAOLA MICHEL HERRERA	President	0.05	Officer Director	$0	$0	$0
JOE MUNIZ	Chairman	0.05	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	$149,875	$244,181	$875,119	$-94,306
2024	$149,031	$223,430	$938,189	$-74,399
2023	$142,385	$256,290	$954,776	$-113,905
2022	$130,968	$226,405	$881,731	$-95,437
2021	$135,671	$164,490	$902,308	$-28,819
2020	$130,747	$159,248	$950,264	$-28,501
2019	$123,330	$168,599	$940,825	$-45,269

VISTA SERENA HOUSING DEVELOPMENT CORP