SAN DIEGO HOUSING FEDERATION

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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

1992

Legal Domicile

Principal Officer

LORI HOLT PFEILER

Phone

6192396693

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO HOUSING FEDERATION, founded in 1992, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

The Federation brings together representatives of affordable housing community development corporations with others interested in the development and management of housing for low and moderate income persons in San Diego County to mutually assist in the accomplishment of common goals.

Program Service Accomplishments

Program 1

Expenses: $1,112,035 Revenue: $153,691

1. THE FEDERATION PARTICIPATED AND ACTED AS THE ORGANIZER OF A CROSS PUBLIC POLICY COALITION OF ORGANIZATIONS WORKING TO IMPROVE THE EQUITY, SUSTAINABILITY AND ECONOMIC PROSPERITY OF THE SAN DIEGO...

1. THE FEDERATION PARTICIPATED AND ACTED AS THE ORGANIZER OF A CROSS PUBLIC POLICY COALITION OF ORGANIZATIONS WORKING TO IMPROVE THE EQUITY, SUSTAINABILITY AND ECONOMIC PROSPERITY OF THE SAN DIEGO REGION THROUGH LAND USE CHANGES AND IMPROVED ALLOCATION OF PUBLIC RESOURCES. 2. THE FEDERATION BROUGHT TOGETHER REPRESENTATIVES OF HOUSING AND COMMUNITY DEVELOPMENT CORPORATIONS WITH OTHERS INTERESTED IN THE DEVELOPMENT AND OPERATIONS OF HOUSING FOR LOW AND MODERATE INCOME PERSONS IN SAN DIEGO COUNTY BY COORDINATING EVENTS SUCH AS SEMINARS AND MEETINGS. 3. THE FEDERATION PROVIDED UP TO THE DATE INFORMATION RESOURCES, INCLUDING MONTHLY AND WEEKLY NEWSLETTERS, AND REPRESENTATION IN VARIOUS FORUMS TO ENSURE THAT THE AFFORDABLE HOUSING COMMUNITY IS FULLY INFORMED AND REPRESENTED BROADLY IN MATTERS AFFECTING THE INDUSTRY.

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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 $1,132,127

Program Service Revenue $153,691

Investment Income $558

Other Revenue $83,682

TOTAL REVENUE $1,370,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $834,917

Fundraising Expenses $93,180

Program Expenses $1,112,035

Other Expenses $658,003

TOTAL EXPENSES $1,492,920

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,370,058	$1,175,982	+0.2%
Expenses	$1,492,920	$1,273,773	+0.2%
Net Income	$-122,862	$-97,791	+0.3%

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

$246,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN RUSSELL	President & CEO	40.00	Officer	$125,000	$3,750	$128,750
SARAH BUCHANAN	Vice President	40.00	Officer	$114,231	$3,240	$117,471
ARNULFO MANRIQUEZ	Director	0.50	Director	$0	$0	$0
DIEP DO	Director	1.00	Director	$0	$0	$0
REBECCA LOUIE	Chair	2.00	Officer Director	$0	$0	$0
MICHELLE SITES	Director	0.50	Director	$0	$0	$0
JAMIL WADE	Director	0.50	Director	$0	$0	$0
BRIAN WOODS	Director	0.50	Director	$0	$0	$0
CHUCK SINKEY	Treasurer	2.00	Officer Director	$0	$0	$0
ARUNA DODDAPANENI	Director	0.50	Director	$0	$0	$0
CHARLES DAVIS	Director	0.50	Director	$0	$0	$0
KWOFI REED	Director	1.00	Director	$0	$0	$0
BREE WONG	Secretary	2.00	Officer Director	$0	$0	$0
JONATHAN CASTILLO	Director	0.50	Director	$0	$0	$0
TED MIYAHARA	Vice Chair	2.00	Officer Director	$0	$0	$0
LAURA ANN FERNEA	Director	0.50	Director	$0	$0	$0
JIMMY SILVERWOOD	Director	0.50	Director	$0	$0	$0
STEPHEN SWIECICKI	Director	0.50	Director	$0	$0	$0
JEANETTE TEMPLE	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	No data	No data	No data	No data
2023	$1,370,058	$1,492,920	$362,949	$-122,862
2022	$1,175,982	$1,273,773	$559,026	$-97,791
2021	$1,125,386	$922,538	$576,117	$202,848
2020	$903,651	$798,374	$342,135	$105,277
2019	$1,055,360	$896,173	$243,456	$159,187
2018	$745,276	$742,969	$118,371	$2,307