CHDI Holdings Uvalde (EIN 991536242) - 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

2024

Legal Domicile

Phone

8302785604

Tax Period

2024-02-15 to 2024-09-30

CHDI Holdings Uvalde, founded in 2024, is a small nonprofit in the Health Care sector that reported $662K in total revenue in fiscal year 2023. The organization ran a surplus of $592K, a strong 89% operating margin.

Mission

CHDI Holdings Uvalde was formed for the New Market Tax Credit (NMTC) transaction that was completed in 2024

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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 $661,524

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $661,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,573

Other Expenses $69,998

TOTAL EXPENSES $69,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$661,524	N/A	N/A
Expenses	$69,998	N/A	N/A
Net Income	$591,526	$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

$1,265,434

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amanda Hadley	Vice Chairman	1.0	Officer Director	$0	$0	$0
Delfina Diaz	Secretary/Treasurer	1.0	Officer Director	$0	$0	$0
Monica Gonzales	Chairman	1.0	Officer Director	$0	$0	$0
Brenda SonorA	Director	1.0	Director	$0	$0	$0
Eloy Vera	Director	1.0	Director	$0	$0	$0
Lela Ballesteros	Director	1.0	Director	$0	$0	$0
Maria E Martinez	Director	1.0	Director	$0	$0	$0
Nina Martinez	Director	1.0	Director	$0	$0	$0
Reyes Lopez	Director	1.0	Director	$0	$0	$0
Rodolfo Davila	Director	1.0	Director	$0	$0	$0
William Mitchell	Director	1.0	Director	$0	$0	$0
Amber L Arthur	Chief Operations Officer	1.0	Officer	$0	$15,277	$120,207
Aurora Parra-Suarez	Chief Financial Officer	1.0	Officer	$0	$16,881	$156,237
David A Valdez	Chief Medical Officer	1.0	Officer	$0	$11,078	$195,223
Diane E Tice	Chief Dental Officer	1.0	Officer	$0	$11,661	$164,590
Dolores O Quiroz	Chief Development Officer	1.0	Officer	$0	$17,885	$164,540
George M Suarez	Chief Information Officer	1.0	Officer	$0	$16,311	$138,333
Kimberly Jaquez	Chief Nursing Officer	1.0	Officer	$0	$13,587	$96,713
Mayela Castanon	Chief Executive Officer	1.0	Officer	$0	$21,033	$229,591

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	$661,524	$69,998	$18,219,004	$591,526
2024	$661,524	$69,998	$18,219,004	$591,526

CHDI Holdings Uvalde