HOUSING WITH HEART INC (EIN 010813367) - 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

2004

Legal Domicile

Principal Officer

MARK SCHULTZ

Phone

9492638676

Tax Period

2024-01-01 to 2024-12-31

HOUSING WITH HEART INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $9.4M in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. Expenses of $8.3M left a modest 11% surplus.

Mission

HOUSING WITH HEART INC. PROVIDES SUPPORTIVE SERVICES TO LOW INCOME FAMILES AND SENIORS.

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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 $467,672

Program Service Revenue $8,936,286

Investment Income $16

Other Revenue $0

TOTAL REVENUE $9,403,974

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $5,355,819

Fundraising Expenses $213,267

Program Expenses $6,963,968

Other Expenses $2,932,288

TOTAL EXPENSES $8,348,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,403,974	$4,754,649	+1.0%
Expenses	$8,348,107	$5,291,732	+0.6%
Net Income	$1,055,867	$-537,083	-3.0%

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

171

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

$3,709,839

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LYNN COFFEE	CHAIR	0.10	Officer Director	$0	$0	$0
PERICA BELL	VICE CHAIR	0.10	Officer Director	$0	$0	$0
MARK HOOVER	TREASURER	0.10	Officer Director	$0	$0	$0
CESAR COVARRUBIAS	SECRETARY	0.10	Officer Director	$0	$0	$0
PATRICK D MCCALLA	DIRECTOR	0.10	Director	$0	$0	$0
LAURA ARCHULETA	PRESIDENT & CEO	0.10	Officer	$0	$67,023	$666,810
MICHAEL MASSIE	CHIEF DEVELOPMENT OFFICER	0.10	Officer	$0	$63,307	$579,416
MARK SCHULTZ	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$32,240	$326,253
ROGER KINOSHITA	VP, REAL ESTATE ACQUISITIO	0.10	Officer	$0	$31,846	$288,045
KAREN HAMMOND	VP, HUMAN RESOURCES	0.10	Officer	$0	$21,930	$269,387
TISH KELLY	VP, HOUSING DEVELOPMENT	0.10	Officer	$0	$13,494	$367,758
NATALIE REIDER	VP, COMMUNITY OPERATIONS	0.10	Officer	$0	$31,873	$298,022
KATHERINE MCFADDEN	VP, NORTHERN CALIFORNIA	0.10	Officer	$0	$22,741	$254,489
JAQUELINE MARTINEZ	VP	0.10	Officer	$0	$1,009	$134,924
VICTORIA RODRIGUEZ	VP, DEVELOPMENT	0.10	Officer	$0	$31,519	$313,585
KELSEY BREWER	VP, BUSINESS DEVELOPMENT	0.10	Officer	$0	$10,099	$211,150

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	$9,403,974	$8,348,107	$3,262,431	$1,055,867
2023	$4,754,649	$5,291,732	$1,568,395	$-537,083
2022	$3,996,603	$3,957,997	$1,188,171	$38,606
2021	$3,376,969	$3,344,647	$938,916	$32,322
2020	$2,702,171	$2,752,102	$905,061	$-49,931
2019	$2,276,559	$2,366,988	$882,431	$-90,429
2018	$2,522,526	$2,411,602	$867,615	$110,924

HOUSING WITH HEART INC