SER Holdings II Inc

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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

2021

Legal Domicile

Principal Officer

Jesus Padron

Phone

5596818597

Tax Period

2022-07-01 to 2023-06-30

SER Holdings II Inc, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $849K in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $945K exceeded revenue, resulting in a 11% operating deficit.

Mission

To provide low income housing to the citizens of the State of California.

Program Service Accomplishments

Program 1

Expenses: $945,054 Revenue: $848,728

The Corporation holds title to property for its parent nonprofit organization. The Corporation will collect income therefrom, and turn over the entire amount thereof, less expenses, to its parent...

The Corporation holds title to property for its parent nonprofit organization. The Corporation will collect income therefrom, and turn over the entire amount thereof, less expenses, to its parent organization. The Parent organization utilizes the proceeds to develop affordable housing. This activity was initiated in November 2021.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $848,728

Investment Income $0

Other Revenue $0

TOTAL REVENUE $848,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $945,054

Other Expenses $945,055

TOTAL EXPENSES $945,055

Year-over-Year Comparison

	2022	2021	Change
Revenue	$848,728	$773,411	+0.1%
Expenses	$945,055	$852,570	+0.1%
Net Income	$-96,327	$-79,159	+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

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

$128,004

Total Directors

$9,501

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jesus Padron	President & CEO	2.00	Officer	$0	$0	$121,803
Esteban Gonzales	Vice President	2.00		$0	$0	$101,864
Michael Jimenez	Vice President	2.00		$0	$0	$90,040
Rebecca Mendibles	Chair	0.50	Officer Director	$0	$0	$3,701
Steve Navarro	Director	0.50	Director	$0	$0	$1,200
Conrad Mendoza	Director	0.50	Director	$0	$0	$1,200
Saul Palomeres	Vice Chair	0.50	Officer Director	$0	$0	$1,000
Ofelia Gamez	Director	0.50	Director	$0	$0	$900
Vincent Silva	Vice Chair	0.50	Officer Director	$0	$0	$900
Mark Anthony Lozado	Sec/Treasurer	0.50	Officer Director	$0	$0	$600

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$848,728	$945,055	$2,915,405	$-96,327
2022	$773,411	$852,570	$2,907,937	$-79,159