Harmonium Inc (EIN 510172471) - 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

1975

Legal Domicile

Principal Officer

Rosa Ana Lozada

Phone

8586843080

Tax Period

2024-07-01 to 2025-06-30

Harmonium Inc, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $15.3M in total revenue in fiscal year 2024.

Mission

Harmonium is a community-based non-profit agency established in 1975. Our mission is to promote well-being and self-sufficiency in children, youth, and adults.

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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 $460,427

Program Service Revenue $14,466,745

Investment Income $6,733

Other Revenue $319,726

TOTAL REVENUE $15,253,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,586,599

Fundraising Expenses $0

Program Expenses $13,236,042

Other Expenses $2,656,375

TOTAL EXPENSES $15,242,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,253,631	$16,049,124	0.0%
Expenses	$15,242,974	$15,959,609	0.0%
Net Income	$10,657	$89,515	-0.9%

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

907

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

$401,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rosa Ana Lozada	Chief Executive Officer	040.00	Officer	$235,145	$10,000	$245,145
Carole Steele	Chief Programs Officer	040.00	Officer	$156,151	$0	$156,151
Vanessa Arteaga	Progam Director	040.00	Highest	$121,558	$0	$121,558
Teresa Ceotto	Human Resource Director	040.00	Highest	$116,084	$0	$116,084
Zohreh Sadatrafiei	Program Manager	040.00	Highest	$101,755	$0	$101,755
Donald Pilger	Treasurer	001.00	Officer Director	$0	$0	$0
Ethel Williams	Secretary	001.00	Officer Director	$0	$0	$0
Jaime Romo	Member	001.00	Director	$0	$0	$0
Margie de Ruyter	Chair	001.00	Officer Director	$0	$0	$0
Sylvia Crespo	Member	001.00	Director	$0	$0	$0
Xiomalys Crespo	Member	001.00	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	$15,253,631	$15,242,974	$3,465,846	$10,657
2024	$16,049,124	$15,959,609	$3,340,832	$89,515
2023	$11,842,304	$12,068,209	$3,613,282	$-225,905
2022	$10,151,613	$9,003,984	$3,437,526	$1,147,629
2021	$7,370,131	$7,778,876	$3,112,181	$-408,745
2020	$6,757,364	$7,562,064	$3,140,673	$-804,700
2019	$7,836,453	$7,536,913	$2,828,023	$299,540
2018	$7,895,415	$7,833,183	$2,777,899	$62,232

Harmonium Inc