SOCIEDAD REAL ESTATE HOLDINGS INC (EIN 842159315) - 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

ALEXANDRA OLIVER-DAVILA

Phone

6174424299

Tax Period

2024-07-01 to 2025-06-30

SOCIEDAD REAL ESTATE HOLDINGS INC, founded in 2019, is a small nonprofit in the Youth Development sector that reported $132K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $207K exceeded revenue, resulting in a 56% operating deficit.

Mission

THE PURPOSE OF SOCIEDAD REAL ESTATE HOLDINGS, INC. IS TO FACILITATE SOCIEDAD LATINA'S MISSION OF YOUTH AND COMMUNITY OUTREACH AND SUPPORT BY ASSISTING SOCIEDAD LATINA WITH ITS PROJECTS AND INITIATIVES.

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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 $132,476

Investment Income $0

Other Revenue $0

TOTAL REVENUE $132,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $207,211

TOTAL EXPENSES $207,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,476	$110,637	+0.2%
Expenses	$207,211	$207,206	+0.0%
Net Income	$-74,735	$-96,569	-0.2%

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

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

$193,749

Total Directors

$193,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRA OLIVER-DAVILA	CLERK/ EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$31,231	$193,749
JAIME LOPEZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
YAMILETH LOPEZ	TREASURER	0.50	Officer 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	$132,476	$207,211	$4,499,689	$-74,735
2024	$110,637	$207,206	$4,549,056	$-96,569
2023	$103,773	$207,545	$4,639,777	$-103,772
2022	$100,750	$207,178	$4,736,156	$-106,428
2021	$8,091	$50,057	$5,011,384	$-41,966
2020	No data	$12,500	$5,009,875	No data

SOCIEDAD REAL ESTATE HOLDINGS INC