OUR LADY OF GUADALUPE CO WSH MANAGEMENT

EIN: 943453210 501(c)(3) Housing & Shelter

IRVINE, CA

Total Revenue
$1,948,212
Total Expenses
$1,422,078
Total Assets
$8,603,809
Net Assets
$3,224,639
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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
2008
Legal Domicile
CA
Phone
9497488200
Tax Period
2023-07-01 to 2024-06-30

OUR LADY OF GUADALUPE CO WSH MANAGEMENT, founded in 2008, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $526K, a strong 27% operating margin.

Mission

To provide Low Income Housing and related facilities to elderly families and individuals. The Organization provides, as needed, services specially designed to meet the physical, social and psychological needs of the elderly and that contributes to their health, security and happiness.The Project receives a substantial portion of their rental revenue from HUD under Section 8 Rental Assistance Contract.

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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 $1,906,265
Investment Income $37,473
Other Revenue $4,474
TOTAL REVENUE $1,948,212

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,422,078
Other Expenses $1,422,078
TOTAL EXPENSES $1,422,078

Year-over-Year Comparison

2023 2022 Change
Revenue $1,948,212 $1,695,984 +0.1%
Expenses $1,422,078 $1,127,693 +0.3%
Net Income $526,134 $568,291 -0.1%
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
10
Independent Members
10
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
2
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Fr Edward Poettgen President 2.00
Officer Director
$0 $0 $0
Terry Payne Treasurer / Sec 2.00
Officer Director
$0 $0 $0
Ellen Roy Director 0.50
Director
$0 $0 $0
Grace Quach Director 0.50
Director
$0 $0 $0
Carol Bowen Director 0.50
Director
$0 $0 $0
Julia Moore Director 0.50
Director
$0 $0 $0
Pat Manzo Director 0.50
Director
$0 $0 $0
Fr Mike Rizzo Director 0.50
Director
$0 $0 $0
Steve Pellegrini Director 0.50
Director
$0 $0 $0
Nora Mendez Director 0.50
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 $1,948,212 $1,422,078 $8,603,809 $526,134
2023 $1,695,984 $1,127,693 $8,340,881 $568,291
2022 $1,557,795 $1,140,766 $7,869,984 $417,029
2021 $1,504,611 $1,227,803 $7,561,342 $276,808
2020 $1,857,623 $1,286,486 $7,298,134 $571,137
2019 $1,077,094 $1,143,392 $6,816,168 $-66,298
2018 $1,033,715 $1,154,393 $6,959,897 $-120,678
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