Hacienda Inc (EIN 860253158) - 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

1970

Legal Domicile

Phone

6022434231

Tax Period

2024-07-01 to 2025-06-30

Hacienda Inc, founded in 1970, is a mid-sized nonprofit in the Health Care sector that reported $23.7M in total revenue in fiscal year 2024.

Mission

PROVIDE SERVICES FOR HANDICAPPED AND CHRONICALLY ILL CHILDREN, TEENS AND ADULTS

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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 $1,122,144

Program Service Revenue $21,986,260

Investment Income $526,020

Other Revenue $21,010

TOTAL REVENUE $23,655,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,264,575

Fundraising Expenses $0

Program Expenses $20,838,951

Other Expenses $4,768,253

TOTAL EXPENSES $23,032,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,655,434	$23,778,291	0.0%
Expenses	$23,032,828	$23,827,323	0.0%
Net Income	$622,606	$-49,032	-13.7%

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

472

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

$549,047

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER RYAN	PRESIDENT	1.0	Officer Director	$0	$0	$0
GARY ORMAN	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
JANET WEIGEL	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
LAURA BENJAMIN	CFO	36.0	Officer	$231,294	$31,013	$262,307
PERRY PETRILLI	CEO	36.0	Officer	$256,188	$30,552	$286,740
ARACELI MENDOZA	ICF ADMINISTRATOR	40.0	Highest	$129,127	$6,131	$135,258
DAVID MILLS	DIR OF OPERATIONS	40.0	Highest	$157,300	$17,431	$174,731
JOON BAIK	GROUP HOME/DTA ADMINISTRATOR	40.0	Highest	$138,555	$12,038	$150,593
KATHLEEN BOEGLER	LPN DRIVER	40.0	Highest	$181,225	$20,849	$202,074
TERESA DUNLAP	DIR OF NURSING	40.0	Highest	$152,016	$24,025	$176,041

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	$23,655,434	$23,032,828	$14,598,714	$622,606
2024	$23,778,291	$23,827,323	$14,766,790	$-49,032
2023	$23,503,877	$22,606,674	$14,862,613	$897,203
2022	$25,645,714	$21,873,362	$14,506,862	$3,772,352
2021	$24,771,824	$21,318,593	$14,483,649	$3,453,231
2020	$29,276,396	$22,133,698	$18,385,069	$7,142,698
2019	$19,903,419	$24,680,249	$7,438,560	$-4,776,830
2019	$19,903,419	$24,680,249	$7,438,560	$-4,776,830

Hacienda Inc