VESTA THREE INC (EIN 521959441) - 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

1996

Legal Domicile

Principal Officer

JIGNESH DALAL

Phone

2402966300

Tax Period

2024-07-01 to 2025-06-30

VESTA THREE INC, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $145K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $195K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO PROVIDE AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED IN ACCORDANCE WITH SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.

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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 $138,721

Investment Income $6,031

Other Revenue $0

TOTAL REVENUE $144,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,468

Fundraising Expenses $0

Program Expenses $159,028

Other Expenses $186,458

TOTAL EXPENSES $194,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,752	$183,633	-0.2%
Expenses	$194,926	$186,267	+0.0%
Net Income	$-50,174	$-2,634	+18.0%

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

$431,559

Total Directors

$431,559

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIGNESH DALAL	PRESIDENT	0.50	Officer Director	$0	$21,135	$290,435
STEPHEN FREIMAN	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
LORENA MEMBERG	SECRETARY	0.50	Officer Director	$0	$17,328	$141,124
DAVID KLEIN	TREASURER	0.50	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	$144,752	$194,926	$683,589	$-50,174
2024	$183,633	$186,267	$706,645	$-2,634
2023	$164,357	$178,256	$752,829	$-13,899
2022	$154,893	$168,526	$778,607	$-13,633
2021	$141,517	$167,840	$785,328	$-26,323
2020	$145,725	$252,586	$814,356	$-106,861
2019	$167,081	$185,811	$863,650	$-18,730

VESTA THREE INC