THE HACIENDA INC (EIN 593380880) - 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

1997

Legal Domicile

Principal Officer

KATHERINE SCHROEDER

Phone

4078753700

Tax Period

2023-01-01 to 2023-12-31

THE HACIENDA INC, founded in 1997, is a micro nonprofit in the Housing & Shelter sector that reported $92K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $137K exceeded revenue, resulting in a 49% operating deficit.

Mission

PROVIDING LOW-RENT HOUSING TO DISABLED PERSONS IN CONJUCTION WITH HUD SECTION 8 PROGRAMS.

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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 $41,243

Program Service Revenue $50,868

Investment Income $0

Other Revenue $12

TOTAL REVENUE $92,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,570

Fundraising Expenses $0

Program Expenses $112,406

Other Expenses $124,335

TOTAL EXPENSES $136,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,123	$97,419	-0.1%
Expenses	$136,905	$123,978	+0.1%
Net Income	$-44,782	$-26,559	+0.7%

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
KATHERINE SCHROEDER	PRESIDENT	0.50	Officer Director	$0	$0	$0
ERIN MARTIN	TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT GRIFFITHS	DIRECTOR	0.50	Director	$0	$0	$0
VALERIE WESTHEAD MD	DIRECTOR	0.50	Director	$0	$0	$0
SGT SHANON SIEPLE	DIRECTOR	0.50	Director	$0	$0	$0
DEBBIE DRISKELL	DIRECTOR	0.50	Director	$0	$0	$0
JULIE SMYTHE	SECRETARY	0.50	Officer Director	$0	$0	$0
BARBARA FOY	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
2024	No data	No data	No data	No data
2023	$92,123	$136,905	$438,308	$-44,782
2022	$97,419	$123,978	$481,809	$-26,559
2021	$103,469	$120,703	$508,142	$-17,234
2020	$98,585	$116,838	$524,144	$-18,253
2019	$91,667	$108,365	$541,881	$-16,698
2018	$98,496	$104,181	$557,254	$-5,685

THE HACIENDA INC