HOUSING PARTNERS I INC

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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

1991

Legal Domicile

Principal Officer

LEE MCDOUGAL

Phone

9098900644

Tax Period

2023-01-01 to 2023-12-31

HOUSING PARTNERS I INC, founded in 1991, is a community nonprofit in the Housing & Shelter sector that reported $7.4M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $6.5M left a modest 12% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO DEVELOP, OWN AND MANAGE AFFORDABLE HOUSING IN THE COUNTY OF SAN BERNARDINO AND IN PARTNERSHIP WITH THE HOUSING AUTHORITY OF THE COUNTY OF SAN BERNARDINO.

Program Service Accomplishments

Program 1

Expenses: $5,882,992 Revenue: $3,519,669

1) DEVELOPER OF 8 UNITS FOR TRANSITIONAL AGED YOUTH IN SAN BERNARDINO. ACQUIRED THE PROPERTY IN 2011.2) AWARDED $1,080,000 IN HOME FUNDS IN 2011 TO REHAB 72 SCATTERED SITE UNITS IN THE COUNTY.3) HPI ENTERED INTO A MASTER AGREEMENT ON JULY 1, 2011 WITH THE CITY OF SAN BERNARDINO'S AFFILIATE NONPROFIT, AFFORDABLE HOUSING SOLUTIONS OF SAN BERNARDINO, INC., TO PROVIDE $700,000 IN HOME FUNDING TO PURCHASE, REHABILITATE AND OCCUPY HOMES.

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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 $3,547,960

Program Service Revenue $2,625,052

Investment Income $318,787

Other Revenue $894,617

TOTAL REVENUE $7,386,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,151,557

Fundraising Expenses $0

Program Expenses $5,882,992

Other Expenses $5,385,099

TOTAL EXPENSES $6,536,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,386,416	$6,559,558	+0.1%
Expenses	$6,536,656	$7,183,144	-0.1%
Net Income	$849,760	$-623,586	-2.4%

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

$181,139

Total Directors

$825

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY PEREZ	EXECUTIVE DIRECTOR	40.00	Officer	$180,689	$0	$180,689
LEE MCDOUGAL	PRESIDENT	1.00	Officer Director	$225	$0	$225
FRED SHORETT	VICE PRESIDENT	1.00	Officer Director	$225	$0	$225
EMIL MARZULLO	DIRECTOR	1.00	Director	$225	$0	$225
KATHRYN MCCOOL	DIRECTOR	1.00	Director	$150	$0	$150
MARIA RAZO	SECRETARY/TREASURER	1.00	Officer 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	$7,386,416	$6,536,656	$31,745,720	$849,760
2022	$6,559,558	$7,183,144	$31,179,598	$-623,586
2021	$6,133,625	$6,034,348	$28,973,627	$99,277
2020	$6,558,622	$7,289,350	$28,355,411	$-730,728
2019	$8,559,732	$7,806,630	$38,635,245	$753,102
2018	$8,850,099	$8,010,293	$38,152,534	$839,806