HOGAR JUAN RUIZ VELEZ DE LA ASOCIA… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

Iris D Matos Rivera

Phone

7877603460

Tax Period

2024-07-01 to 2025-06-30

HOGAR JUAN RUIZ VELEZ DE LA ASOCIACION DE JUBILADOS DE LA AEE, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $725K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $666K left a modest 8% surplus.

Mission

The corporation owns and operates a Housing Project providing 65 units for the Elderly located at Cupey San Juan Puerto Rico. The Project received financing from the Department of Housing and Urban Development HUD under Section 202 of the National Act. It also received Section 8 Tenants Assistance Subsidy.

Program Service Accomplishments

Program 1

Expenses: $464,847 Revenue: $725,333

SECTION 202 MORTGAGE LOAN AND TENANT ASSISTANCE PAYMENTS SECTION 8.

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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 $720,639

Investment Income $786

Other Revenue $3,908

TOTAL REVENUE $725,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,241

Fundraising Expenses $0

Program Expenses $464,847

Other Expenses $499,407

TOTAL EXPENSES $665,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$725,333	$822,168	-0.1%
Expenses	$665,648	$666,358	0.0%
Net Income	$59,685	$155,810	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRIS D MATOS RIVERA	PRESIDENT	2.00	Director	$0	$0	$0
ALMA ARAUD	DIRECTOR	2.00	Director	$0	$0	$0
RAQUEL LEZCANO	SECRETARY	2.00	Director	$0	$0	$0
JOHNY RODRIGUEZ	EX OFFICIO MEMBER	2.00	Director	$0	$0	$0
AXEL CARVAJAL	TREASURER	2.00	Director	$0	$0	$0
JOSE R GUZMAN	DIRECTOR	2.00	Director	$0	$0	$0
JOSE RIVERA	VICE PRESIDENT	2.00	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	$725,333	$665,648	$868,789	$59,685
2024	No data	No data	No data	No data
2023	$798,456	$585,439	$801,501	$213,017

HOGAR JUAN RUIZ VELEZ DE LA ASOCIACION DE JUBILADOS DE LA AEE