STOCKTON YMI ELDERLY HOUSING DBA C… - Form 990 Financial Data

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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

1962

Legal Domicile

Principal Officer

CHUCK ARTOZQUI

Phone

2093659010

Tax Period

2023-07-01 to 2024-06-30

Mission

TO PROVIDE AFFORDABLE LOW INCOME HOUSING TO QUALIFIED ELDERLY RESIDENTS.

Program Service Accomplishments

Program 1

THE ORGANIZATION SOLD THE HUD FINANCED AND REGULATED APARTMENT PROJECT IN STOCKTON, CA DURING THE 2021 TAX YEAR AND CURRENTLY CARRY A NOTE RECEIVABLE FROM THE SALE. THERE WAS NO ACTIVITY FOR TAX YEAR...

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK ARTOZQUI	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER BASILIO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK CUNNINGHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
BILL CORDER	TREASURER	1.00	Officer Director	$0	$0	$0
TOM ORLANDO	SERGANT AT ARMS	1.00	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	No data	No data	No data	No data
2024	No data	No data	$5,985,544	No data
2023	No data	No data	$5,985,544	No data
2022	$5,827,867	$417,768	$5,985,544	$5,410,099
2021	$981,450	$987,849	$633,371	$-6,399
2020	$973,920	$1,082,848	$647,444	$-108,928
2019	$963,927	$997,685	$740,451	$-33,758
2018	$953,153	$845,996	$831,051	$107,157

STOCKTON YMI ELDERLY HOUSING DBA CASA MANANA INN