Urban Habitat Program (EIN 200275424) - 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

2003

Legal Domicile

Principal Officer

Ellen Wu

Phone

5108399510

Tax Period

2023-01-01 to 2023-12-31

Urban Habitat Program, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.3M, a strong 42% operating margin.

Mission

Urban Habitat brings race and class to the forefront of transportation, land use, and housing policies to create a Bay Area where low-income people of color can live in just and connected neighborhoods.

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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 $3,071,372

Program Service Revenue $70,119

Investment Income $95,403

Other Revenue $0

TOTAL REVENUE $3,236,894

Expense Breakdown

Grants Paid $228,332

Salaries & Benefits $1,163,265

Fundraising Expenses $143,833

Program Expenses $1,553,043

Other Expenses $492,932

TOTAL EXPENSES $1,888,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,236,894	$2,885,192	+0.1%
Expenses	$1,888,714	$1,689,721	+0.1%
Net Income	$1,348,180	$1,195,471	+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

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

$313,439

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ellen Wu	Executive Dir.	40.00	Officer	$157,544	$22,857	$180,401
Robert Allen	Dir Policy Advcy	40.00		$119,849	$19,545	$139,394
Pam Flood	Dir Fin & Ops	40.00	Officer	$104,935	$28,103	$133,038
Chris Schildt	Dir Housing Justic	40.00		$105,338	$14,568	$119,906
Robert Phillips	Board Chair	0.33	Officer Director	$0	$0	$0
Derecka Mehrens	Treasurer	0.42	Officer Director	$0	$0	$0
Sheila Chung Hagen	Secretary	0.33	Officer Director	$0	$0	$0
Noni Session	Board Member	0.17	Director	$0	$0	$0
Miya Yoshitani	Board Member	0.17	Director	$0	$0	$0
Karen Camacho	Board Member	0.17	Director	$0	$0	$0
Susan Shaw	Board Member	0.17	Director	$0	$0	$0
Danielle Mahones	Board Member	0.17	Director	$0	$0	$0
Dwayne Marsh	Board Member	0.17	Director	$0	$0	$0
Christopher Lepe	Board Member	0.17	Director	$0	$0	$0
Vu-Bang Nguyen	Board Member	0.17	Director	$0	$0	$0
Ravi Patel	Board Member	0.17	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	$3,236,894	$1,888,714	$7,353,075	$1,348,180
2022	$2,885,192	$1,689,721	$5,993,362	$1,195,471
2021	$1,846,408	$1,702,148	$4,693,947	$144,260
2020	$1,916,028	$1,960,619	$4,543,097	$-44,591
2019	$2,932,680	$1,813,476	$4,577,550	$1,119,204
2018	$1,455,679	$1,347,022	$3,408,016	$108,657

Urban Habitat Program