MUTUAL HOUSING MANAGEMENT (EIN 461303300) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

ANNE MARIE FLYNN

Phone

9164538400

Tax Period

2023-01-01 to 2023-12-31

MUTUAL HOUSING MANAGEMENT, founded in 2012, is a community nonprofit in the Housing & Shelter sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 70% operating deficit.

Mission

TO BE AN EXCEPTIONAL STEWARD OF THE PORTFOLIO OF MULTIFAMILY HOUSING OWNED BY MUTUAL HOUSING CALIFORNIA AND OTHER 501(C)(3) ENTITIES (OR LIMITED PARTNERSHIPS IN WHICH A 501(C)(3) ENTITY IS A GENERAL PARTNER) TO SUPPORT LONG-TERM SUSTAINABILITY OF PROPERTIES AND THE STABILITY OF LOW-INCOME HOUSEHOLDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $295,000

Program Service Revenue $1,444,432

Investment Income $22,690

Other Revenue $0

TOTAL REVENUE $1,762,122

Expense Breakdown

Grants Paid $331,159

Salaries & Benefits $1,482,928

Fundraising Expenses $0

Program Expenses $1,967,188

Other Expenses $1,179,906

TOTAL EXPENSES $2,993,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,762,122	$2,316,668	-0.2%
Expenses	$2,993,993	$1,401,260	+1.1%
Net Income	$-1,231,871	$915,408	-2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$504,011

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY CRESWELL	CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER HIGLEY-CHAPMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CORINNE MORRISON	TREASURER	1.00	Officer Director	$0	$0	$0
TRICIA STEVENS	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG CHEW	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON JOE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA NOBLE	DIRECTOR	1.00	Director	$0	$0	$0
AMBER LAMASON	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH REYNAGA	DIRECTOR	1.00	Director	$0	$0	$0
LATOICHE ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO JIMENEZ	CEO	5.00	Officer	$0	$34,705	$282,034
JULIE GOLDFINE	CFO	7.00	Officer	$0	$26,733	$221,977
WINTER CHASLOW	DIR. OF PROPERTY MGMT	40.00	Highest	$185,420	$20,201	$205,621
KATIE EVANS	REGIONAL MANAGER	40.00	Highest	$139,752	$12,931	$152,683
JYL CARD	EMPLOYEE	40.00	Highest	$106,378	$15,548	$121,926
ADAM SELVO	EMPLOYEE	40.00	Highest	$107,364	$15,495	$122,859

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	$1,762,122	$2,993,993	$383,871	$-1,231,871
2022	$2,316,668	$1,401,260	$1,102,682	$915,408
2021	$1,474,245	$1,380,300	$147,509	$93,945
2020	$1,941,562	$1,455,902	$234,873	$485,660
2019	$983,587	$1,037,908	$151,748	$-54,321
2018	$855,061	$1,013,065	$121,849	$-158,004

MUTUAL HOUSING MANAGEMENT