HACIENDA VILLAS INC (EIN 591858924) - 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

1978

Legal Domicile

Principal Officer

JAMES W EYER JR

Phone

8132489640

Tax Period

2024-06-01 to 2025-05-31

HACIENDA VILLAS INC, founded in 1978, is a small nonprofit in the Housing & Shelter sector that reported $347K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $630K exceeded revenue, resulting in a 82% operating deficit.

Mission

OUR MISSION IS TO ASSIST ELDERLY AND DISABLED INDIVIDUALS WITH HOUSING AND DAILY CARE.

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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 $0

Investment Income $347,236

Other Revenue $0

TOTAL REVENUE $347,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $400,000

Fundraising Expenses $0

Program Expenses $226,939

Other Expenses $230,439

TOTAL EXPENSES $630,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,236	$811,574	-0.6%
Expenses	$630,439	$1,197,009	-0.5%
Net Income	$-283,203	$-385,435	-0.3%

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

$775,000

Total Directors

$775,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES W EYER JR	PRESIDENT	5.00	Officer Director	$250,000	$0	$250,000
ROBERT BENNETT	VICE PRESIDE	5.00	Officer Director	$225,000	$0	$225,000
MARY BETH HOLMES	SECRETARY	5.00	Officer Director	$150,000	$0	$150,000
MEGAN BENNETT	TREASURER	5.00	Officer Director	$150,000	$0	$150,000

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	$347,236	$630,439	$10,268,255	$-283,203
2024	$811,574	$1,197,009	$10,551,402	$-385,435
2023	$675,161	$2,340,881	$11,049,257	$-1,665,720
2022	$9,564,687	$1,085,510	$12,008,631	$8,479,177
2021	$1,604,141	$1,563,483	$5,877,910	$40,658
2020	$1,557,676	$1,614,395	$5,426,815	$-56,719
2019	$1,534,099	$1,619,763	$5,467,825	$-85,664
2018	$1,446,928	$1,687,765	$5,644,013	$-240,837

HACIENDA VILLAS INC