AMIGOS DEL VALLE INC (EIN 741815988) - 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

1974

Legal Domicile

Principal Officer

ALEX GUERRA

Phone

9562139400

Tax Period

2023-10-01 to 2024-09-30

AMIGOS DEL VALLE INC, founded in 1974, is a community nonprofit in the Housing & Shelter sector that reported $7.6M in total revenue in fiscal year 2023. Expenses of $7.3M left a modest 3% surplus.

Mission

THIS IS A NON PROFIT ORGANIZATION WITH A 172 UNIT APARTMENT PROJECT FOR THE ELDERLY AND DISABLED WITH VERY LOW INCOME. IT IS OPERATED UNDER SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 AND IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.

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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 $7,313,026

Program Service Revenue $212,793

Investment Income $17,346

Other Revenue $37,135

TOTAL REVENUE $7,580,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,749,284

Fundraising Expenses $0

Program Expenses $6,260,219

Other Expenses $4,573,539

TOTAL EXPENSES $7,322,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,580,300	$7,302,859	+0.0%
Expenses	$7,322,823	$6,804,877	+0.1%
Net Income	$257,477	$497,982	-0.5%

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

157

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

$149,236

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OMAR QUINTANILLA	PRESIDENT	2.00	Director	$0	$0	$0
JOE MARTINEZ	VICE PRESIDENT	2.00	Director	$0	$0	$0
BASILIO SANCHEZ	SECRETARY	2.00	Director	$0	$0	$0
NORIE GARZA	TREASURER	2.00	Director	$0	$0	$0
GILBERT GONZALEZ	SENIOR MEMBER	2.00	Director	$0	$0	$0
FRANK MORALES	DIRECTOR	2.00	Director	$0	$0	$0
AUGUSTO CONTRERAS	DIRECTOR	2.00	Director	$0	$0	$0
MARIO TIJERINA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN COWEN JR	DIRECTOR	2.00	Director	$0	$0	$0
FRANK CASTELLANO	DIRECTOR	2.00	Director	$0	$0	$0
RAUL GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SALAZAR	DIRECTOR	2.00	Director	$0	$0	$0
BEN ARJONA	DIRECTOR	2.00	Director	$0	$0	$0
JUAN BARRIOS	DIRECTOR	2.00	Director	$0	$0	$0
ALEX GUERRA	EXECUTIVE DIRECTOR	40.00	Officer	$92,518	$0	$92,518
MONICA VILLARREAL	FINANCE DIRECTOR	40.00	Officer	$56,718	$0	$56,718

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	$7,580,300	$7,322,823	$7,912,426	$257,477
2023	$7,302,859	$6,804,877	$7,595,595	$497,982
2022	$7,158,927	$6,678,234	$7,146,153	$480,693
2021	$7,874,646	$6,341,236	$6,723,753	$1,533,410
2020	$7,273,342	$5,661,541	$5,372,885	$1,611,801
2019	$5,365,051	$5,365,209	$3,822,084	$-158
2018	$5,419,403	$5,345,552	$3,909,321	$73,851

AMIGOS DEL VALLE INC