TAOS HOUSING PARTNERSHIP (EIN 934229414) - 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

2023

Legal Domicile

Principal Officer

Lisa O'Brien

Phone

5752409673

Tax Period

2025-01-01 to 2025-12-31

TAOS HOUSING PARTNERSHIP, founded in 2023, is a small nonprofit in the Housing & Shelter sector that reported $607K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $134K, a strong 22% operating margin.

Mission

To create equitable housing opportunities for our community while preserving our culture, promoting financial literacy, and protecting our environment.

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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 (2025)

Revenue Breakdown

Contributions & Grants $561,835

Program Service Revenue $0

Investment Income $45,136

Other Revenue $0

TOTAL REVENUE $606,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,136

Fundraising Expenses $26,493

Program Expenses $357,449

Other Expenses $325,686

TOTAL EXPENSES $472,822

Year-over-Year Comparison

	2025	2024	Change
Revenue	$606,971	$734,941	-0.2%
Expenses	$472,822	$224,736	+1.1%
Net Income	$134,149	$510,205	-0.7%

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

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

Total Directors

$2,300

Key Employees

$106,067

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA O'BRIEN	EXECUTIVE DIRECTOR	40	Key Emp	$105,000	$1,067	$106,067
DAWN SINGER	DIRECTOR	1	Director	$1,900	$0	$1,900
JESSIE HOOK	DIRECTOR	1	Director	$400	$0	$400
CATHERINE HUMMEL	CHAIR	1	Officer Director	$0	$0	$0
LUIS REYES	VICE CHAIR	1	Officer Director	$0	$0	$0
LETICIA PACHECO	SECRETARY & TREASURER	1	Officer Director	$0	$0	$0
MARK GOLDMAN	DIRECTOR	1	Director	$0	$0	$0
KRISTINA ORTEZ	DIRECTOR	1	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	$606,971	$472,822	$639,451	$134,149
2024	No data	No data	No data	No data

TAOS HOUSING PARTNERSHIP