THE BENEFICIAL HOUSING FOUNDATION

EIN: 270260006 501(c)(3) Housing & Shelter

AUBURN, CA

Total Revenue
$201,119
Total Expenses
$173,800
Total Assets
$238,197
Net Assets
$200,221
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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
2009
Legal Domicile
CA
Principal Officer
KIMBERLEY MCCLINTOCK
Phone
5308887097
Tax Period
2023-01-01 to 2023-12-31

THE BENEFICIAL HOUSING FOUNDATION, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $201K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $174K left a modest 14% surplus.

Mission

TO PROVIDE HOUSING BY CONSTRUCTION, REHABILITATING AND PROVIDING DECENT, SAFE, SANITARY HOUSING IN CALIFORNIA FOR PERSONS AND FAMILIES OF LOW AND MODERATE INCOME WHO OTHERWISE WOULD NOT BE ABLE TO FIND OR AFFORD A SUITABLE PLACE TO LIVE; TO HELP RELIEVE THE POOR, DISTRESSED, UNDERPRIVILEGED AND INDIGENT BY ENABLING THEM TO SECURE THE BASIC NEEDS OF DECENT SHELTER AND THUS LESSEN THE BURDENS OF GOVERNMENT AND PROMOTE SOCIAL WELFARE; AND TO PROVIDE APPROPRIATE GENERAL SERVICES TO TENANTS IN THE HOUSING PROJECTS IT OWNS, INCLUDING WITHOUT LIMITATION, CHILD CARE, RECREATIONAL ACTIVITIES, COUNSELING, TRAINING IN THE USE OF COMPUTERS, JOB TRAINING AND JOB REFERRALS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $201,111
Investment Income $8
Other Revenue $0
TOTAL REVENUE $201,119

Expense Breakdown

Grants Paid $0
Salaries & Benefits $137,920
Fundraising Expenses $0
Program Expenses $173,800
Other Expenses $35,880
TOTAL EXPENSES $173,800

Year-over-Year Comparison

2023 2022 Change
Revenue $201,119 $277,931 -0.3%
Expenses $173,800 $136,404 +0.3%
Net Income $27,319 $141,527 -0.8%
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

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Governance

Voting Members
4
Independent Members
3
Employees
1
Volunteers
3

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
2
$132,660
Total Directors
4
$132,660
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIMBERLEY MCCLINTOCK CEO/CHAIRMAN 30.00
Officer Director
$132,660 $0 $132,660
B SAM CAIN Secretary 1.00
Officer Director
$0 $0 $0
ANN BRYANT BOARD MEMBER 1.00
Director
$0 $0 $0
SHIRLEY MARCOTTE-CLAZIE BOARD MEMBER 1.00
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 $201,119 $173,800 $238,197 $27,319
2022 $277,931 $136,404 $210,645 $141,527
2021 $78,256 $125,543 $71,557 $-47,287
2020 $176,839 $128,235 $135,944 $48,604
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