SANTA FE APARTMENTS CORPORATION (EIN 952751567) - 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

1968

Legal Domicile

Principal Officer

ANA PONCE

Phone

3232311104

Tax Period

2024-01-01 to 2024-12-31

SANTA FE APARTMENTS CORPORATION, founded in 1968, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $366K, a strong 30% operating margin.

Mission

THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF PROVIDING AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME INDIVIDUALS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $715,056

Program Service Revenue $487,067

Investment Income $1,712

Other Revenue $20,406

TOTAL REVENUE $1,224,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,375

Fundraising Expenses $0

Program Expenses $611,359

Other Expenses $745,033

TOTAL EXPENSES $858,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,224,241	$747,167	+0.6%
Expenses	$858,408	$978,364	-0.1%
Net Income	$365,833	$-231,197	-2.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANA F PONCE	PRESIDENT	2.00	Officer Director	$0	$0	$0
KELLY BOYER	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
EDWARD JOHNSON ESQ	TREASURER	0.00	Officer Director	$0	$0	$0
QUAFORD COLEMAN	SECRETARY	0.00	Officer Director	$0	$0	$0
RICHARD WASHINGTON	DIRECTOR	0.00	Director	$0	$0	$0
JOHNATHAN WILLIAMS	DIRECTOR	0.00	Director	$0	$0	$0
REGINA DOBBINS	DIRECTOR	0.00	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
2024	$1,224,241	$858,408	$3,820,549	$365,833
2023	$747,167	$978,364	$3,019,912	$-231,197
2022	$769,695	$864,852	$3,318,461	$-95,157
2021	$756,532	$892,593	$3,973,493	$-136,061
2020	$721,954	$736,213	$3,716,482	$-14,259
2019	$727,022	$681,034	$3,910,687	$45,988
2018	$694,042	$651,561	$3,823,568	$42,481

SANTA FE APARTMENTS CORPORATION