CALIFORNIA HOUSING CONSORTIUM (EIN 260097208) - 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

1997

Legal Domicile

Principal Officer

RAY PEARL

Phone

8187359551

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA HOUSING CONSORTIUM, founded in 1997, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $175K, a strong 15% operating margin.

Mission

CONDUCTING INDUSTRY-RELATED FORUMS (STATEWIDE CONFERENCE, REGIONAL EVENTS, ROUNDTABLES, ETC;) WHERE MEMBERS CAN MEET, INTERACT AND EXCHANGE IDEAS WITH DEVELOPERS, LENDERS, AND OTHERS WHO ARE CONCERNED ABOUT AFFORDABLE HOUSING IN CALIFORNIA.

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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 $1,161,585

Program Service Revenue $0

Investment Income $0

Other Revenue $391

TOTAL REVENUE $1,161,976

Expense Breakdown

Grants Paid $0

Salaries & Benefits $719,486

Fundraising Expenses $167,829

Program Expenses $585,807

Other Expenses $267,279

TOTAL EXPENSES $986,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,161,976	$1,083,731	+0.1%
Expenses	$986,765	$1,071,376	-0.1%
Net Income	$175,211	$12,355	+13.2%

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

$379,154

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY PEARL	Executive Dir.	40.00	Officer	$309,087	$70,067	$379,154
NANCY MARTIN	DIR. OF OPERATIONS	40.00		$152,905	$18,764	$171,669
TIA BOATMAN PATTERSON	Director	0.50	Director	$0	$0	$0
CAROL ORNELAS	Director	0.50	Director	$0	$0	$0
JIM SILVERWOOD	Director	0.50	Director	$0	$0	$0
LAURA HALL	Director	0.50	Director	$0	$0	$0
HOLLY BENSON	Director	0.50	Director	$0	$0	$0
JORDAN MOSS	Director	0.50	Director	$0	$0	$0
LAURA ARCHULETA	Director	0.50	Director	$0	$0	$0
SEAN SPEAR	CHAIR	1.00	Officer Director	$0	$0	$0
LINDA MANDOLINI	Director	1.00	Director	$0	$0	$0
LISA GUTIERREZ	Director	0.50	Director	$0	$0	$0
MICHAEL COSTA	Secretary	0.50	Officer Director	$0	$0	$0
JUSTIN COOPER	Director	0.50	Director	$0	$0	$0
ARI BELIAK	Director	0.50	Director	$0	$0	$0
CECILE CHALIFOUR	Director	0.50	Director	$0	$0	$0
MARGARET MILLER	Director	0.50	Director	$0	$0	$0
KASEY BURKE	Chair	1.00	Officer Director	$0	$0	$0
GEOFF BROWN	Director	0.50	Director	$0	$0	$0
CALEB ROOPE	Director	1.00	Director	$0	$0	$0
TOM COLLISHAW	Director	0.50	Director	$0	$0	$0
SUSAN FRIEDLAND	Treasurer	1.00	Officer Director	$0	$0	$0
BEN METCALF	Director	0.50	Director	$0	$0	$0
MICHAEL GABER	Director	0.50	Director	$0	$0	$0
BECKY CLARK	Director	0.50	Director	$0	$0	$0
KRISTEN CLEMENTS	Director	0.50	Director	$0	$0	$0
ANN SILVERBERG	Director	1.00	Director	$0	$0	$0
ANAND KANNAN	Director	0.50	Director	$0	$0	$0
STEPHANIE KLASKY GAMER	Director	0.50	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	$1,161,976	$986,765	$954,662	$175,211
2023	$1,083,731	$1,071,376	$865,273	$12,355
2022	$1,057,367	$1,130,868	$830,031	$-73,501
2021	$1,003,858	$858,973	$874,245	$144,885
2020	$955,334	$779,052	$689,446	$176,282
2019	$828,771	$781,986	$510,995	$46,785
2018	$761,812	$740,161	$463,324	$21,651

CALIFORNIA HOUSING CONSORTIUM