CPVHC REALTY INC (EIN 842104793) - 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

2019

Legal Domicile

Principal Officer

ROGER BEAN

Phone

8772237437

Tax Period

2024-01-01 to 2024-12-31

CPVHC REALTY INC, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $532K in total revenue in fiscal year 2024. Net assets of $5.5M represent 123 months of operating reserves.

Mission

THE CORPORATION IS A TITLE HOLDING ENTITY PURSUANT TO 501(C)(2). THE ENTIRE INCOME IS DISTRIBUTED TO THE ABFM FOUNDATION INC., AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3), AS REQUIRED UNDER SECTION 501(C)(2).

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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 $532,447

Investment Income $0

Other Revenue $0

TOTAL REVENUE $532,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $532,447

Other Expenses $532,447

TOTAL EXPENSES $532,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$532,447	$539,855	0.0%
Expenses	$532,447	$539,855	0.0%
Net Income	$0	$0	N/A

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

$18,500

Total Directors

$31,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARREN NEWTON MD	DIRECTOR/PRES/SECRETARY	0.50	Officer Director	$0	$0	$0
DIANE BEEBE MD	DIRECTOR/CHAIR	0.50	Officer Director	$0	$0	$6,500
CARLOS JAEN MD	DIRECTOR/VICE CHAIR	0.50	Officer Director	$0	$0	$6,000
LAURA BROOKS MD	DIRECTOR/TREASURER	0.50	Officer Director	$0	$0	$6,000
CARLOS GONZALES MD	DIRECTOR	0.50	Director	$0	$0	$1,500
SAM JONES MD	DIRECTOR	0.50	Director	$0	$0	$5,500
COLLEN CONRY MD	DIRECTOR	0.50	Director	$0	$0	$4,500
JERRY KRUSE MD	DIRECTOR	0.50	Director	$0	$0	$1,500
ROGER M BEAN	CFO OF ABFM FOUNDATION INC	2.00	Officer	$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	$532,447	$532,447	$5,596,191	No data
2023	$539,855	$539,855	$5,942,465	No data
2022	$268,549	$268,549	$6,067,786	No data
2021	$292,291	$292,291	$3,400,295	No data
2020	$249,513	$249,513	$5,343,608	No data
2019	$376,292	$376,292	$5,398,533	No data

CPVHC REALTY INC