SDBTC FAMILY HOUSING CORP THREE (EIN 421741600) - 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

2008

Legal Domicile

Principal Officer

JODI BARTHOLD

Phone

6194773114

Tax Period

2023-01-01 to 2023-12-31

SDBTC FAMILY HOUSING CORP THREE, founded in 2008, is a micro nonprofit in the Community Improvement sector that reported $11K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $166K exceeded revenue, resulting in a 1410% operating deficit.

Mission

TO PROVIDE SUPPORT TO LOW INOCME HOUSING ENTITIES.

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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 $0

Program Service Revenue $10,985

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,033

Other Expenses $165,831

TOTAL EXPENSES $165,831

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,985	$276,000	-1.0%
Expenses	$165,831	$257,832	-0.4%
Net Income	$-154,846	$18,168	-9.5%

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

$301,772

Total Directors

$164,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL KIM	CEO	40.00	Officer Director	$0	$9,060	$164,738
DAVE GAUTHIER	DIRECTOR	4.00	Director	$0	$0	$0
VAL MECEDO	DIRECTOR	4.00	Director	$0	$0	$0
TOM CASTLEMAN	DIRECTOR	4.00	Director	$0	$0	$0
PAUL COLMENERO	DIRECTOR	4.00	Director	$0	$0	$0
JEREMY ABRAMS	DIRECTOR	4.00	Director	$0	$0	$0
PATRICK DAVIDSON	DIRECTOR	4.00	Director	$0	$0	$0
BEAU COLEMAN	DIRECTOR	4.00	Director	$0	$0	$0
STEVE BERINGER	DIRECTOR	4.00	Director	$0	$0	$0
JODI BARTHOLD	CFOO	40.00	Officer	$0	$660	$137,034

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	$10,985	$165,831	$1,471,041	$-154,846
2022	$276,000	$257,832	$1,589,222	$18,168
2021	$655,000	$405,804	$1,621,055	$249,196
2021	$204,000	$83,249	$1,666,835	$120,751
2020	$204,000	$84,858	$1,696,084	$119,142
2019	$211,235	$78,182	$1,664,943	$133,053
2018	$204,000	$90,723	$1,789,890	$113,277

SDBTC FAMILY HOUSING CORP THREE