HOUSING & EDUCATION ALLIANCE INC (EIN 431963410) - 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

2002

Legal Domicile

Principal Officer

SYLVIA ALVAREZ

Phone

8139324663

Tax Period

2024-01-01 to 2024-12-31

HOUSING & EDUCATION ALLIANCE INC, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $909K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE AND SUSTAIN HOMEOWNERSHIP OPPORTUNITIES THROUGH SERVICES IN HOMEBUYER EDUCATION, COUNSELING, LENDING AND THE DEVELOPMENT OF AFFORDABLE HOUSING.

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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 $834,884

Program Service Revenue $74,271

Investment Income $0

Other Revenue $0

TOTAL REVENUE $909,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,366

Fundraising Expenses $79,300

Program Expenses $334,311

Other Expenses $493,766

TOTAL EXPENSES $926,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$909,155	$1,220,414	-0.3%
Expenses	$926,132	$1,115,276	-0.2%
Net Income	$-16,977	$105,138	-1.2%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYLVIA ALVAREZ	EXECUTIVE DI	40.00	Officer	$0	$0	$0
JIM PARKER	CHAIR	1.00	Officer Director	$0	$0	$0
PATRICIA CAMPBELL	SEC/TREAS	1.00	Officer Director	$0	$0	$0
DARIO JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
DAN MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
RENE MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
WALTER WALKER JR	DIRECTOR	1.00	Director	$0	$0	$0
MIREYA LOCICERO	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
2024	No data	No data	No data	No data
2024	$909,155	$926,132	$560,965	$-16,977
2023	$1,220,414	$1,115,276	$739,769	$105,138
2022	$2,532,219	$2,106,983	$651,175	$425,236
2021	$906,270	$842,263	$252,965	$64,007
2020	$544,772	$439,452	$168,767	$105,320
2019	$449,237	$475,962	$57,998	$-26,725
2018	$449,765	$421,289	$103,425	$28,476

HOUSING & EDUCATION ALLIANCE INC