VISTA DEL MONTE AFFORDABLE HOUSING

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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

2000

Legal Domicile

Principal Officer

PAUL F CHAVEZ

Phone

6618236122

Tax Period

2023-01-01 to 2023-12-31

VISTA DEL MONTE AFFORDABLE HOUSING, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $5.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 52% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE AND/OR SUPPORT SAFE, DECENT, AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS AND FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $2,572,050

THE ORGANIZATION'S PRIMARY RECURRING REVENUES CONSIST OF LAND LEASE AND TENANT RENTAL REVENUES FROM ITS MATERIAL INVESTEES, VISTA DEL MONTE HOUSING, L.P. AND CASAS BLANCAS HOUSING, LLC, WHICH ARE LOW INCOME HOUSING PROJECTS, AND PARTNERSHIP & LLC INCOME AND LOSSES FROM ITS GENERAL PARTNER & MEMBER INTERESTS IN LOW INCOME HOUSING LIMITED PARTNERSHIPS AND LLCS. THESE REVENUES SUPPORT THE DEVELOPMENT OF LOW INCOME HOUSING PROJECTS FACILITATED BY THE ORGANIZATION AND/OR ITS SPONSOR, CESAR CHAVEZ FOUNDATION AND, THEREFORE, PROMOTE THE ORGANIZATION'S MISSION AND ITS EXEMPT PURPOSES OF PROVIDING SAFE AND AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS AND FAMILIES.

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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 $4,981,460

Investment Income $457,702

Other Revenue $0

TOTAL REVENUE $5,439,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,572,050

Other Expenses $2,616,201

TOTAL EXPENSES $2,616,201

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,439,162	$4,996,103	+0.1%
Expenses	$2,616,201	$5,582,431	-0.5%
Net Income	$2,822,961	$-586,328	-5.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL F CHAVEZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
LUIS CONDE	TREASURER	N/A	Officer Director	$0	$0	$0
PAUL S PARK	SECRETARY	N/A	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
2024	No data	No data	No data	No data
2023	$5,439,162	$2,616,201	$25,478,467	$2,822,961
2022	$4,996,103	$5,582,431	$19,133,384	$-586,328
2021	$14,888,615	$16,992,675	$19,598,964	$-2,104,060
2020	$2,679,760	$3,305,502	$21,472,593	$-625,742
2019	$2,775,846	$3,496,879	$21,438,780	$-721,033
2018	$2,359,796	$2,739,998	$21,928,384	$-380,202