STOCKTON YMI ELDERLY HOUSING DBA CASA MANANA INN

EIN: 941645156

LODI, CA

Total Revenue
N/A
Total Expenses
N/A
Total Assets
$5,985,544
Net Assets
$5,979,211
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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
CA
Principal Officer
CHUCK ARTOZQUI
Phone
2093659010
Tax Period
2023-07-01 to 2024-06-30

Mission

TO HOLD THE NOTE RECEIVABLE FOR A HUD FINANCED AND REGULATED APARTMENT PROJECT IN STOCKTON, CA.

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
5
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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