WALNUT GROVE NONPROFIT HOUSING (EIN 331064333) - 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

2003

Legal Domicile

Principal Officer

DANI LEDEZMA

Phone

3609939560

Tax Period

2025-01-01 to 2025-12-31

WALNUT GROVE NONPROFIT HOUSING, founded in 2003, is a small nonprofit that reported $893K in total revenue in fiscal year 2025. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $321K, a strong 36% operating margin.

Mission

TO OWN AND OPERATE AN AFFORDABLE 65 UNIT APARTMENT PROJECT FOR THE ELDERLY IN VANCOUVER, WA.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $888,699

Investment Income $4,234

Other Revenue $0

TOTAL REVENUE $892,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $572,282

Other Expenses $572,282

TOTAL EXPENSES $572,282

Year-over-Year Comparison

	2025	2024	Change
Revenue	$892,933	$519,787	+0.7%
Expenses	$572,282	$560,383	+0.0%
Net Income	$320,651	$-40,596	-8.9%

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

$168,630

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANI LEDEZMA	EXECUTIVE DI	N/A	Director	$0	$0	$168,630
STEPHANIE LUO	FINANCE MANA	N/A	Highest	$0	$0	$117,060
SHARIF BURDZIK	DIRECTOR	1.00	Director	$0	$0	$0
JIM DAVID	VICE CHAIR	1.00	Director	$0	$0	$0
SUSAN DERENZO	CHAIR	1.00	Director	$0	$0	$0
MATHEW LENNICK	DIRECTOR	1.00	Director	$0	$0	$0
LISA THOMPSON	SECRETARY TR	1.00	Director	$0	$0	$0
SAMANTHA WALDBAUER	DIRECTOR	1.00	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	$892,933	$572,282	No data	$320,651
2024	$519,787	$560,383	$4,790,421	$-40,596
2023	$429,893	$531,027	$4,340,040	$-101,134
2022	$406,149	$567,045	$3,983,008	$-160,896
2021	$378,278	$592,678	$4,137,962	$-214,400
2020	$387,479	$520,192	$4,253,660	$-132,713
2019	$360,554	$510,468	$4,399,900	$-149,914
2018	$365,182	$519,143	$4,557,255	$-153,961

WALNUT GROVE NONPROFIT HOUSING