AFFORDABLE HOUSING PASO ROBLES

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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

2011

Legal Domicile

Principal Officer

LONI WILLEY

Phone

8052384015

Tax Period

2023-07-01 to 2024-06-30

AFFORDABLE HOUSING PASO ROBLES, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $257K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $247K left a modest 4% surplus.

Mission

TO DEVELOP AND PROVIDE AFFORDABLE HOUSING TO LOW-INCOME RESIDENTS OF NORTH SAN LUIS OBISPO COUNTY AND TO PROVIDE SERVICES TO THOSE RESIDENTS THAT PROMOTE HEALTH, WELL-BEING, AND QUALITY OF LIFE, WITH AN EMPHASIS ON PROGRAMS THAT MENTOR YOUTH.

Program Service Accomplishments

Program 1

Expenses: $14,034 Revenue: $16,511

AFFORDABLE HOUSING DEVELOPMENT AHPR PROVIDES DEVELOPER SERVICES TO ACQUIRE, CONSTRUCT, REHABILITATE, AND/OR PRESERVE AFFORDABLE HOUSING.

Program 2

Expenses: $66,454 Revenue: $164,643

RESIDENT SERVICES PROGRAM AHPR PROVIDES RESIDENTS AND LOW-INCOME NEIGHBORS WITH ACCESS TO A VARIETY OF SUPPORTIVE SERVICES AND PROGRAMS INCLUDING, BUT NOT LIMITED TO: FOOD BANK DISTRIBUTIONS, MOBILE HEALTH CLINICS, LIBRARY PROGRAMS, CONSULATE SERVICES, SUMMER PROGRAMS, AFTER-SCHOOL ACTIVITIES, EDUCATION SCHOLARSHIPS, AND OTHER INITIATIVES.

Program 3

Expenses: $152,640 Revenue: $5,331

YOUTHWORKS PROGRAM AHPR PROVIDES YOUTH FROM KINDERGARTEN THROUGH COLLEGE WITH HOMEWORK AND TUTORING SUPPORT, JOB SKILLS TRAINING, WORK EXPERIENCE, COLLEGE OR TRADE SCHOOL PLANNING, COMMUNITY SERVICE...

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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 $54,165

Program Service Revenue $186,485

Investment Income $16,331

Other Revenue $48

TOTAL REVENUE $257,029

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $175,005

Fundraising Expenses $0

Program Expenses $233,128

Other Expenses $66,662

TOTAL EXPENSES $246,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,029	$512,951	-0.5%
Expenses	$246,667	$364,726	-0.3%
Net Income	$10,362	$148,225	-0.9%

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

$399,282

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT WEICKERT	DIRECTOR	2.00	Director	$0	$0	$0
WES WILLHOIT	CHAIR	2.00	Officer Director	$0	$0	$0
JULIE RICHARDSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAVE ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN KOPP	DIRECTOR	2.00	Director	$0	$0	$0
JOE IRICK THRU 224	DIRECTOR	2.00	Director	$0	$0	$0
MAX ZAPPAS	DIRECTOR	2.00	Director	$0	$0	$0
LONI WILLEY EFF 524	PRESIDENT	6.00	Officer Director	$0	$0	$0
DAVID COOKE THRU 524	PRESIDENT	6.00	Officer	$0	$40,325	$210,319
BETIAN WEBB	VICE PRESIDENT	34.00	Officer	$57,089	$0	$57,089
JESSICA AGUILAR	SECRETARY	2.00	Officer	$0	$0	$0
TIFFANY GUERRERO	ASSISTANT SECRETARY	2.00	Officer	$0	$0	$0
CYNTHIA FARDANESH	CHIEF FINANCIAL OFFICER	6.00	Officer	$0	$37,152	$131,874

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	No data	No data	No data	No data
2024	$257,029	$246,667	$7,580,607	$10,362
2023	$512,951	$364,726	$7,389,215	$148,225
2022	$369,716	$343,794	$7,154,910	$25,922
2021	$914,474	$795,591	$6,946,228	$118,883
2020	$821,882	$746,665	$6,538,397	$75,217
2019	$348,353	$332,952	$6,218,535	$15,401