SANTA FE COMMUNITY HOUSING TRUST (EIN 850392520) - 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

1992

Legal Domicile

Principal Officer

ROMAN ABEYTA

Phone

5059893960

Tax Period

2023-01-01 to 2023-12-31

SANTA FE COMMUNITY HOUSING TRUST, founded in 1992, is a community nonprofit in the Housing & Shelter sector that reported $2.8M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $36.5M represent 155 months of operating reserves.

Mission

THE STATED MISSION OF THE HOUSING TRUST IS TO HELP AFFORDABLE AND ECOLOGICALLY SOUND HOUSING FOR LOW AND MODERATE INCOME HOUSEHOLDS BECOME A REALITY IN THE CITY AND COUNTY OF SANTA FE ON A LONG TERM BASIS AND TO HELP BRING ABOUT IMPROVED ECONOMIC OPPORTUNTITIES FOR THOSE RECEIVING SERVICES. THE HOUSING TRUST PROVIDES EDUCATION IN THE FORM OF ONE-ON-ONE COUNSELING AND GROUP CLASSES IN THE AREAS OF HOMEBUYER TRAINING, HOME MAINTENANCE, AND PERSONAL FINANCES, INCLUDING FORECLOSURE AVOIDANCE. THE HOUSING TRUST ALSO ASSISTS HOMEBUYERS IN THE REVIEW OF THEIR CLOSING DOCUMENTS AND ATTENDS THE HOME CLOSING WITH THEIR CLIENTS.

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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 $1,607,457

Program Service Revenue $1,176,239

Investment Income $47,769

Other Revenue $0

TOTAL REVENUE $2,831,465

Expense Breakdown

Grants Paid $193,577

Salaries & Benefits $1,140,812

Fundraising Expenses $34,544

Program Expenses $2,491,737

Other Expenses $1,733,135

TOTAL EXPENSES $3,067,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,831,465	$3,615,639	-0.2%
Expenses	$3,067,524	$2,542,816	+0.2%
Net Income	$-236,059	$1,072,823	-1.2%

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

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

$163,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROMAN ABEYTA	CEO	40.00	Officer	$157,247	$6,653	$163,900
ROSE MARIE GONZALEZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ESTEVAN TRUJILLO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ALAN OVERTON	TREASURER	2.00	Officer Director	$0	$0	$0
ALBA BLONDIS	SECRETARY	2.00	Officer Director	$0	$0	$0
SANTIAGO DELORA	DIRECTOR	2.00	Director	$0	$0	$0
RIESHA FIORINA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN-PAUL GRANILLO	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
JIM SIEBERT	DIRECTOR	2.00	Director	$0	$0	$0
DAVE GURULE	DIRECTOR	2.00	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	$2,831,465	$3,067,524	$48,351,091	$-236,059
2022	$3,615,639	$2,542,816	$46,040,100	$1,072,823
2021	$6,534,024	$6,133,958	$45,526,696	$400,066
2020	$3,771,809	$3,168,858	$44,928,023	$602,951
2019	$4,436,912	$2,875,980	$44,771,665	$1,560,932
2018	$4,042,663	$4,714,112	$37,411,531	$-671,449

SANTA FE COMMUNITY HOUSING TRUST