PINEMONT INCORPORATED (EIN 742110755) - 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

1979

Legal Domicile

Principal Officer

Jo Ortiz

Phone

7139574430

Tax Period

2023-01-01 to 2023-12-31

PINEMONT INCORPORATED, founded in 1979, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023.

Mission

Low Income Housing Project for Elderly & Handicapped Providing Safe & Affordable Housing & Services

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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 $1,017,254

Program Service Revenue $398,938

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,416,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $416,823

Fundraising Expenses $0

Program Expenses $1,257,490

Other Expenses $1,001,977

TOTAL EXPENSES $1,418,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,416,192	$1,347,465	+0.1%
Expenses	$1,418,800	$1,278,950	+0.1%
Net Income	$-2,608	$68,515	-1.0%

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

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

$99,915

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jo Ortiz	Project Administrator	40	Key Emp	$99,915	$0	$99,915
Martha Hollas	Secretary	2	Director	$0	$0	$0
Brady Dodson	President	2	Director	$0	$0	$0
Erik King	Vice President	2	Director	$0	$0	$0
Janette Jones	Member	2	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	$1,416,192	$1,418,800	$2,943,691	$-2,608
2022	$1,347,465	$1,278,950	$2,995,552	$68,515
2021	$1,314,631	$1,277,245	$3,051,578	$37,386
2020	$1,241,103	$1,238,705	$3,029,799	$2,398
2019	$1,178,667	$1,209,249	$3,077,897	$-30,582
2018	$1,140,740	$1,199,347	$3,141,581	$-58,607

PINEMONT INCORPORATED