SAN JOAQUIN VALLEY HOUSING COLLABORATIVE (EIN 270567858) - 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

2009

Legal Domicile

Principal Officer

MICHAEL DUARTE

Phone

6619722122

Tax Period

2023-01-01 to 2023-12-31

SAN JOAQUIN VALLEY HOUSING COLLABORATIVE, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $250K in total revenue in fiscal year 2023. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 44% operating margin.

Mission

THE SAN JOAQUIN VALLEY HOUSING COLLABORATIVE PROMOTES AFFORDABLE HOUSING FOR OUR REGION BY LEADING POLICY ADVOCACY THROUGH SYSTEMIC CHANGE, FOSTERING CROSS-SECTOR PARTNERSHIPS, AND CONVENING TO SHARE INNOVATIVE SOLUTIONS

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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 $180,000

Program Service Revenue $69,612

Investment Income $53

Other Revenue $0

TOTAL REVENUE $249,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,183

Fundraising Expenses $0

Program Expenses $132,273

Other Expenses $111,636

TOTAL EXPENSES $138,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$249,665	$104,282	+1.4%
Expenses	$138,819	N/A	N/A
Net Income	$110,846	$104,282	+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

N/A

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

$26,183

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA PARRA	Executive Dir.	40.00	Officer	$26,183	$0	$26,183
MICHAEL DUARTE	President	2.00	Officer Director	$0	$0	$0
KRISTINE WILLIAMS	Treasurer	2.00	Officer Director	$0	$0	$0
BETSY MCGOVERN-GARCIA	Director	2.00	Director	$0	$0	$0
PETER CAREY	Director	2.00	Director	$0	$0	$0
JESSICA FILBRUN	Director	2.00	Director	$0	$0	$0
CAROL ORNELAS	Director	2.00	Director	$0	$0	$0
CHRISTINE BARKER	Director	2.00	Director	$0	$0	$0
IZAAC SINGH	Director	2.00	Director	$0	$0	$0
JENNI BYERS	Director	2.00	Director	$0	$0	$0
SANDRA JACKSON BOBO	Director	2.00	Director	$0	$0	$0
JOHN CECCOLI	Director	2.00	Director	$0	$0	$0
JESSICA BERZAC	Director	2.00	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	$249,665	$138,819	$208,879	$110,846

SAN JOAQUIN VALLEY HOUSING COLLABORATIVE