SAN MIGUEL HOUSING DEVELOPMENT FUND COMPANY INC (EIN 464838591) - 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

2013

Legal Domicile

Principal Officer

FATHER DAVID BYRNE

Phone

7183290600

Tax Period

2023-07-01 to 2024-06-30

SAN MIGUEL HOUSING DEVELOPMENT FUND COMPANY INC, founded in 2013, is a small nonprofit in the Housing & Shelter sector that reported $411K in total revenue in fiscal year 2023. Expenses of $374K left a modest 9% surplus.

Mission

TO PROVIDE AND OPERATE A 70 UNIT HOUSING FOR PERSONS OF LOW INCOME.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $401,210

Investment Income $9,608

Other Revenue $0

TOTAL REVENUE $410,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $374,472

Other Expenses $374,472

TOTAL EXPENSES $374,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$410,818	$408,258	+0.0%
Expenses	$374,472	$382,164	0.0%
Net Income	$36,346	$26,094	+0.4%

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

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

$81,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSE LUIS SANTIAGO	EXECUTIVE DI	2.00	Officer	$0	$0	$81,331
JEFFERY AMUNDSON	DIRECTOR	0.50	Director	$0	$0	$0
FATHER DAVID BYRNE	CHAIRMAN	0.50	Officer Director	$0	$0	$0
VALERIE CAMEJO	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW CASAMENTO	DIRECTOR	0.50	Director	$0	$0	$0
RANNYLIN DALLEY	DIRECTOR	0.50	Director	$0	$0	$0
JULIO REYES	DIRECTOR	0.50	Director	$0	$0	$0
ILEANA RIVERA	DIRECTOR	0.50	Director	$0	$0	$0
SISTER MARY SPANO	DIRECTOR	0.50	Director	$0	$0	$0
SISTER CONSTANCE TANSKI	DIRECTOR	0.50	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	$410,818	$374,472	$4,304,516	$36,346
2023	$408,258	$382,164	$4,427,770	$26,094
2023	$408,258	$382,164	$4,427,770	$26,094
2022	$406,581	$604,501	$4,553,531	$-197,920
2021	$405,666	$405,423	$5,285,147	$243
2020	$414,721	$390,031	$5,422,381	$24,690
2019	$410,620	$392,375	$5,139,283	$18,245
2018	$410,844	$392,074	$5,634,705	$18,770

SAN MIGUEL HOUSING DEVELOPMENT FUND COMPANY INC