COLINA VISTA INC (EIN 770326362) - 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

1993

Legal Domicile

Principal Officer

SUSAN L JOHNSON

Phone

8054809991

Tax Period

2023-01-01 to 2023-12-31

COLINA VISTA INC, founded in 1993, is a micro nonprofit that reported $3K in total revenue in fiscal year 2023. Expenses of $3K left a modest 9% surplus.

Mission

CONTINUED TO PROVIDE LOW INCOME HOUSING.

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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 $0

Program Service Revenue $3,348

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,033

TOTAL EXPENSES $3,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,348	$3,247	+0.0%
Expenses	$3,033	$2,908	+0.0%
Net Income	$315	$339	-0.1%

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

$117,256

Total Directors

$326,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN L JOHNSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARCI RAMOS-CRUZ	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
LINDA FISHER-HELTON	SECRETARY	0.50	Officer Director	$0	$18,494	$117,256
CHELSEE RUSSELL	MEMBER	0.50	Officer Director	$0	$0	$0
CARRIE SABATINI	MEMBER	0.50	Director	$0	$35,054	$209,369

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	$3,348	$3,033	$32,412	$315
2022	$3,247	$2,908	$29,064	$339
2021	$3,163	$2,832	$25,817	$331
2020	$3,061	$3,816	$22,613	$-755
2019	$2,972	$1,845	$19,552	$1,127
2018	$2,883	$1,342	$16,076	$1,541

COLINA VISTA INC