POSADA DEL SOL INC (EIN 431167729) - 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

1979

Legal Domicile

Principal Officer

CARMEN LOPEZ MURGUIA

Phone

8164218048

Tax Period

2023-07-01 to 2024-06-30

POSADA DEL SOL INC, founded in 1979, is a small nonprofit in the Housing & Shelter sector that reported $994K in total revenue in fiscal year 2023. The organization ran a surplus of $166K, a strong 17% operating margin.

Mission

TO PROVIDE LOW-INCOME HOUSING TO THE ELDERLY, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.

🔒

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 $0

Program Service Revenue $475,585

Investment Income $278

Other Revenue $518,635

TOTAL REVENUE $994,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,372

Fundraising Expenses $0

Program Expenses $702,809

Other Expenses $724,912

TOTAL EXPENSES $828,284

Year-over-Year Comparison

	2023	2022	Change
Revenue	$994,498	N/A	N/A
Expenses	$828,284	N/A	N/A
Net Income	$166,214	N/A	N/A

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

100

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
COLLEEN HERNANDEZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
STACY PURVIS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CORY REAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
DIPTI SUBRAMANIAM	BOARD MEMBER	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$994,498	$828,284	$1,295,400	$166,214
2023	$781,337	$593,619	$1,130,444	$187,718
2022	$880,273	$524,483	$1,021,886	$355,790
2021	$533,221	$573,615	$800,495	$-40,394
2020	$554,458	$500,682	$635,908	$53,776
2019	$561,254	$460,824	$609,558	$100,430

POSADA DEL SOL INC