ENCOMPASS HOUSING

EIN: 475066773 501(c)(3) Human Services

SANTA ANA, CA

Total Revenue
$7,601,617
Total Expenses
$7,007,669
Total Assets
$5,906,083
Net Assets
$107,800
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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
2015
Legal Domicile
CA
Principal Officer
DANIEL M PUGLIA
Phone
7146945721
Tax Period
2024-07-01 to 2025-06-30

ENCOMPASS HOUSING, founded in 2015, is a community nonprofit in the Human Services sector that reported $7.6M in total revenue in fiscal year 2024. Revenue surged 601% from the prior year, signaling strong growth momentum. Expenses of $7.0M left a modest 8% surplus.

Mission

ENCOMPASS HOUSING'S MISSION IS TO BUILD COMMUNITIES THAT FOSTER A SENSE OF BELONGING WHILE CREATING SAFETY NETS THAT PROVIDE SUPPORT AND STABILITY. OUR GOAL IS TO SERVE ALL WHO EXPERIENCING A HOUSING CRISIS, INCLUDING HOMELESSNESS AND HOUSING INSECURITY, PROVIDING SUPPORT, TOOLS, AND RESOURCES FOR THEM TO MOVE FORWARD AND ACHIEVE SAFETY AND STABILITY. OUR APPROACH IS TO CREATE A COMPREHENSIVE CONTINUUM OF HOUSING SERVICES AND RESOURCES THAT ATTENDS TO THE UNIQUE NEEDS OF EVERYU SITUATION, FROM CHRONICALLY HOMELESS SENIORS TO FAMILIES EXPERIENCING HOMELESSNESS. WE ARE ACTIVELY DEVELOPING TRANSITIONAL AND PERMANENT HOUSING PROJECTS WHILE PREPARING TO RAPIDLY SCALE OUR SERVICES TO MEET THE GROWING NEEDS IN OUR COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $2,967,250 Revenue: $4,019,941

RECUPERATIVE CARE, ALSO REFERRED TO AS MEDICAL RESPITE CARE, IS SHORT-TERM RESIDENTIAL CARE FOR INDIVIDUALS BEING DISCHARGED FROM THE HOSPITAL WITHOUT A SAFE PLACE TO CONTINUE HEALING AND WHOSE...

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RECUPERATIVE CARE, ALSO REFERRED TO AS MEDICAL RESPITE CARE, IS SHORT-TERM RESIDENTIAL CARE FOR INDIVIDUALS BEING DISCHARGED FROM THE HOSPITAL WITHOUT A SAFE PLACE TO CONTINUE HEALING AND WHOSE HEALTH CONDITIONS WOULD BE EXACERBATED BY AN UNSTABLE LIVING ENVIRONMENT. RECUPERATIVE CARE FACILITATES A SMOOTH TRANSITION FROM HOSPITAL CARE TO STABLE HOUSING BY PROVIDING A SUPPORTIVE ENVIRONMENT WHERE INDIVIDUALS CAN CONTINUE THEIR RECOVERY AND RECEIVE POST-DISCHARGE TREATMENT (I.E. MEDICATION MANAGEMENT, THERAPY, ETC.) WHILE OBTAINING ACCESS TO PRIMARY CARE, BEHAVIORAL HEALTH SERVICES, CASE MANAGEMENT AND OTHER SUPPORTIVE SOCIAL SERVICES, SUCH AS TRANSPORTATION, FOOD, AND HOUSING.HOUSING NAVIGATION AND TENANCY SERVICES HAS THREE PRIMARY OBJECTIVES: DEVELOP HOUSING OPPORTUNITIES FOR PEOPLE EXPERIENCING HOMLESSNESS, SUPPORT PEOPLE IN THE PROCESS OF ACCESSING AND MOVING INTO PERMANENT HOUSING AND PROVIDE SUPPORTIVE SERVICES TO PROMOTE LONG-TERM TENNANCY. HOUSING NAVIGATION SPECIALISTS PROVIDE ASSISTANCE WITH OBTAINING HOUSING. HOUSING NAVIGATION SERVICES INCLUDE ASSISTANCE WITH SEARCHING FOR HOUSING OR COMPLETING HOUSING APPLICATIONS AS WELL AS DEVELOPING AN INDIVIDUAL HOUSING SUPPORT PLAN. AS PART OF THE HOUSING NAVIGATION SERVICE, CLIENTS RECEIVE ASSISTANCE WITH HOUSING SECURITY DEPOSITS, UTILITIES SET-UP FEES, FIRST AND LAST MONTH'S RENT AND FIRST MONTH OF UTILITIES. MEMBERS CAN ALSO RECEIVE FUNDING FOR MEDICALLY NECESSARY ITEMS LIKE AIR CONDITIONERS, HEATERS, AND HOSPITAL BEDS TO ENSURE THE NEW HOME IS SAFE FOR MOVE-IN. ONCE HOUSED, HOUSING TENANCY AND RETENTION SPECIALISTS FOCUS ON ASSISTANCE MAINTAINING STABLE TENANCY AND MAY INCLUDE INTERVENTIONS FOR BEHAVIORS THAT MAY JEOPARDIZE HOUSING, SUCH AS LATE RENTAL PAYMENT AND SERVICES, TO DEVELOP FINANCIAL LITERACY SKILLS.

Program 2
Expenses: $2,747,792 Revenue: $3,327,302

HOUSING DEVELOPMENT - ENCOMPASS HOUSING AIMS TO DEVELOP HOUSING OPPORTUNITIES AND EXPAND THE SUPPLY OF INTERIM, TRANSITIONAL, AND PERMANENT SUPPORTIVE HOUSING IN THE REGION TO ADDRESS THE DIVERSE...

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HOUSING DEVELOPMENT - ENCOMPASS HOUSING AIMS TO DEVELOP HOUSING OPPORTUNITIES AND EXPAND THE SUPPLY OF INTERIM, TRANSITIONAL, AND PERMANENT SUPPORTIVE HOUSING IN THE REGION TO ADDRESS THE DIVERSE NEEDS OF OUR CLIENTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $253,661
Program Service Revenue $7,314,658
Investment Income $713
Other Revenue $32,585
TOTAL REVENUE $7,601,617

Expense Breakdown

Grants Paid $716,716
Salaries & Benefits $3,200,984
Fundraising Expenses $11,772
Program Expenses $5,715,042
Other Expenses $3,089,969
TOTAL EXPENSES $7,007,669

Year-over-Year Comparison

2024 2023 Change
Revenue $7,601,617 $1,084,476 +6.0%
Expenses $7,007,669 $1,455,863 +3.8%
Net Income $593,948 $-371,387 -2.6%
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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Governance

Voting Members
9
Independent Members
7
Employees
54
Volunteers
10

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
5
$215,779
Total Directors
9
$149,962
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBY WOLFORD EXECUTIVE DIRECTOR 40.00
Officer Director
$149,962 $0 $149,962
RITA DANIELS PRESIDENT 2.00
Officer Director
$0 $0 $0
BRETT BILLINGS SECRETARY 2.00
Officer Director
$0 $0 $0
BETH LEON TREASURER 2.00
Officer Director
$0 $0 $0
HAGOP SARGISIAN DIRECTOR 2.00
Director
$0 $0 $0
JADE ORZOL DIRECTOR 2.00
Director
$0 $0 $0
JIM SORENSEN DIRECTOR 2.00
Director
$0 $0 $0
KIM SORENSEN DIRECTOR 2.00
Director
$0 $0 $0
RALPH TAYLOR DIRECTOR 2.00
Director
$0 $0 $0
KRISTIN JEFFERSON DIRECTOR OF FINANCE 40.00
Officer
$65,817 $0 $65,817
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 $7,601,617 $7,007,669 $5,906,083 $593,948
2024 $1,084,476 $1,455,863 $2,655,198 $-371,387
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