RHF CHARITABLE FOUNDATION (EIN 472747112) - 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

2014

Legal Domicile

Principal Officer

STEPHANIE TITUS

Phone

5622575100

Tax Period

2024-10-01 to 2025-09-30

RHF CHARITABLE FOUNDATION, founded in 2014, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2024. The organization ran a surplus of $481K, a strong 32% operating margin.

Mission

TO FUNDRAISE, ADMINISTER, AND DISTRIBUTE CHARITABLE FUNDS ON BEHALF OF RETIREMENT HOUSING FOUNDATION, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION (RHF). CHARITABLE FUNDS ARE TO BE USED FOR BENEVOLENCE PROGRAMS FOR RHF'S AFFORDABLE AND SENIOR COMMUNITY RESIDENTS AND THE CREATION, PRESERVATION AND MAINTENANCE OF AFFORDABLE HOUSING.

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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 $1,248,450

Program Service Revenue $0

Investment Income $234,810

Other Revenue $0

TOTAL REVENUE $1,483,260

Expense Breakdown

Grants Paid $594,438

Salaries & Benefits $377,617

Fundraising Expenses $281,950

Program Expenses $594,438

Other Expenses $29,758

TOTAL EXPENSES $1,001,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,483,260	$1,490,137	0.0%
Expenses	$1,001,813	$656,658	+0.5%
Net Income	$481,447	$833,479	-0.4%

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

N/A

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

$492,392

Total Directors

$310,109

Key Employees

$4,465,406

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARTMAN STUART J	PRESIDENT/CEO	0.20	Key Emp	$0	$76,739	$770,133
AMBERG ROBERT R	EXECUTIVE VP GEN COUNSEL	0.20	Key Emp	$0	$54,717	$530,647
ROSSELLO FRANK JR	CFO AND VP OF FINANCE	0.20	Key Emp	$0	$30,494	$488,122
FARD BOBBY J	VP ACQUIS AND PROJ DEV	0.20	Key Emp	$0	$26,130	$326,600
ESCANDON YURI ANDREW	VP HOUSING OPERATIONS	0.20	Key Emp	$0	$55,605	$322,377
GILCHRIST KEVIN DARRELL	VP DEV FIN & ASSET MGMT	0.20	Key Emp	$0	$58,557	$317,115
BATTAGLIA NADA	VP HUMAN RESOURCES	0.20	Key Emp	$0	$53,518	$306,215
TITUS STEPHANIE L	PRESIDENT	0.20	Officer Director	$0	$58,388	$310,109
KING DIANE D	COMPL AND PRIVACY OFFICER	0.20	Key Emp	$0	$22,228	$259,898
MAGNONE VINCENT B	VP TREASURY & INVSTMT OFF	0.20	Key Emp	$0	$21,761	$254,783
CLOW JOHN C	VP RISK MANAGEMENT	0.20	Key Emp	$0	$22,289	$248,543
MICKELSON LAVONNE R	DIR OF AFFORD HOUSING OPS	0.20	Highest	$0	$4,875	$209,677
STECKBECK KENT	BUDGET & ANALYTICS DIR	0.20	Highest	$0	$5,371	$206,102
PHELPS LORI ANN	INFO SYSTEMS DIRECTOR	0.20	Highest	$0	$5,944	$204,059
ROBINSON TINA M	VP HOUSING ACCOUNTING	0.20	Key Emp	$0	$21,124	$214,780
HALL MAGGIE W	ASSOCIATE COUNSEL	0.20	Highest	$0	$23,477	$212,890
CHUNG DEAN H	CONTROLLER	0.20	Key Emp	$0	$31,777	$213,671
SANCHEZ OMAR E	CONSTRUCTION MANAGER SR	0.20	Highest	$0	$15,920	$199,550
SILVA JOANNE L	VP OCCUPANCY & TAX CREDIT	0.20	Key Emp	$0	$28,973	$212,522
FOX LAURA L	DIRECTOR OF CORP RECORDS	0.20	Officer	$0	$18,022	$182,283
LITTLE LORI	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
READINGER MICHAEL	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
MAGNONE BRIAN	TREASURER	0.20	Officer Director	$0	$0	$0
MOYER DAVID S	DIRECTOR	0.20	Director	$0	$0	$0
SEXTON ALICE	DIRECTOR	0.20	Director	$0	$0	$0
EAST RAYMOND E	DIRECTOR	0.20	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	$1,483,260	$1,001,813	$11,692,830	$481,447
2024	$1,490,137	$656,658	$10,632,396	$833,479
2023	$1,317,590	$664,701	$8,517,636	$652,889
2022	$639,815	$700,311	$7,386,435	$-60,496
2021	$1,561,639	$1,097,087	$8,267,379	$464,552
2020	$2,229,595	$756,868	$7,206,502	$1,472,727
2019	$1,136,478	$595,807	$5,519,350	$540,671
2018	$2,264,211	$604,732	$4,929,249	$1,659,479

RHF CHARITABLE FOUNDATION