SAE FINANCIAL & HOUSING INC (EIN 363974855) - 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

1995

Legal Domicile

Principal Officer

MR RICHARD L LIES

Phone

8472513474

Tax Period

2024-01-01 to 2024-12-31

SAE FINANCIAL & HOUSING INC, founded in 1995, is a small nonprofit in the Education sector that reported $525K in total revenue in fiscal year 2024. Expenses of $480K left a modest 9% surplus.

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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 $473,598

Investment Income $51,433

Other Revenue $0

TOTAL REVENUE $525,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,226

Fundraising Expenses $0

Program Expenses $480,322

Other Expenses $331,096

TOTAL EXPENSES $480,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$525,031	$495,101	+0.1%
Expenses	$480,322	$478,390	+0.0%
Net Income	$44,709	$16,711	+1.7%

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

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

$149,226

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR JOHN TAMAY	CHEF	13.00	Key Emp	$57,564	$0	$57,564
MR SEGUNDO TAMAY	CHEF	5.00	Key Emp	$23,168	$0	$23,168
MS ANGELICA MEND	HOUSEKEEPER	12.00	Key Emp	$19,724	$0	$19,724
MR WOLFGANG WALD	MAINTENANCE	9.00	Key Emp	$19,032	$0	$19,032
MR BRIAN VETTER	MAINTENANCE	9.00	Key Emp	$16,698	$0	$16,698
MS ROSA CALLE	CHEF	5.00	Key Emp	$13,040	$0	$13,040
MR RICHARD FARKAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MR RICHARD L LIES	TREASURER	12.00	Officer Director	$0	$0	$0
MR JAMES EIGENHU	SECRETARY	2.00	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	$525,031	$480,322	$911,446	$44,709
2023	$495,101	$478,390	$785,092	$16,711
2022	$445,293	$448,141	$704,883	$-2,848
2021	$308,698	$282,656	$902,731	$26,042
2020	$153,312	$257,159	$764,699	$-103,847
2019	$322,733	$392,362	$820,177	$-69,629
2018	$50,931	$243,473	$806,908	$-192,542

SAE FINANCIAL & HOUSING INC