CALIFORNIA HOUSING FOUNDATION (EIN 330828761) - 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

1998

Legal Domicile

Principal Officer

DANIEL SCHENKEL

Phone

9097939800

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA HOUSING FOUNDATION, founded in 1998, is a mid-sized nonprofit in the Health Care sector that reported $11.9M in total revenue in fiscal year 2024. The organization ran a surplus of $1.8M, a strong 16% operating margin.

Mission

TO PROVIDE SUPPORT SERVICES AND HOUSING TO PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $363,719

Program Service Revenue $10,749,214

Investment Income $739,362

Other Revenue $0

TOTAL REVENUE $11,852,295

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $569,326

Fundraising Expenses $0

Program Expenses $9,765,280

Other Expenses $9,430,695

TOTAL EXPENSES $10,005,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,852,295	$12,263,333	0.0%
Expenses	$10,005,021	$10,176,898	0.0%
Net Income	$1,847,274	$2,086,435	-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

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

Total Directors

$310,949

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL SCHENKEL	President & CEO	40.00	Director	$256,732	$54,217	$310,949
SCOTT BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES MORRIS	Treasurer	1.00	Officer Director	$0	$0	$0
DREW GAGNER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK COUSINEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
C JAMES CLINTON	Secretary	1.00	Officer Director	$0	$0	$0
DWIGHT TATE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLE BESWICK	PAST CHAIR	1.00	Officer Director	$0	$0	$0
TONI CALLICOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
GLORIA MACIAS HARRISON	CHAIR	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
2025	$11,852,295	$10,005,021	$125,934,153	$1,847,274
2024	$12,263,333	$10,176,898	$126,709,708	$2,086,435
2023	$12,009,999	$9,839,428	$127,000,990	$2,170,571
2022	$11,460,522	$9,505,178	$127,602,722	$1,955,344
2021	$11,326,480	$9,498,034	$128,094,944	$1,828,446
2020	$11,614,370	$9,694,570	$128,540,202	$1,919,800
2019	$11,957,276	$9,790,173	$129,446,810	$2,167,103
2018	$14,136,591	$9,163,853	$131,208,182	$4,972,738

CALIFORNIA HOUSING FOUNDATION