California Housing Defense Fund

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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

Principal Officer

Dylan Casey

Phone

4432238231

Tax Period

2023-07-01 to 2024-06-30

California Housing Defense Fund, founded in 2015, is a small nonprofit in the Civil Rights & Advocacy sector that reported $459K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

CalHDF's purpose is to make housing more affordable and accessible. CalHDF will advance its mission through activities such as fostering housing policy dialogue, conducting research and supporting pro housing litigation.

Program Service Accomplishments

Program 1

Expenses: $431,563

Legal Assistance and EducationCalHDF brought lawsuits against cities throughout California to overturn denials of housing developments, compel cities to enact compliant plans for housing growth, and ensure local compliance with other state housing laws. CalHDF partnered with an affordable housing developer to entitle over 500 units of low income housing in the Novato, and unprecedented growth in affordable housing for Marin County. CalHDF sent enforcement letters regarding 283 discrete projects and ordinances, encompassing 20,896 total housing units, of which 3,728 are below-market-rate affordable units.

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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 $432,298

Program Service Revenue $25,000

Investment Income $59

Other Revenue $1,250

TOTAL REVENUE $458,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $428,663

Fundraising Expenses $0

Program Expenses $431,563

Other Expenses $63,005

TOTAL EXPENSES $491,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,607	$331,041	+0.4%
Expenses	$491,668	$443,012	+0.1%
Net Income	$-33,061	$-111,971	-0.7%

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

$125,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dylan Casey	Exec Dir.	40.00	Officer	$124,964	$143	$125,107
James Lloyd	Dir of Planning	40.00		$102,805	$575	$103,380
Kate Vershov Downing	Director	1.00	Director	$0	$0	$0
Stephen Menendian	Director	1.00	Director	$0	$0	$0
Luis Villa	Secretary	1.00	Officer Director	$0	$0	$0
Anais Lieu	Treasurer	0.00	Officer Director	$0	$0	$0
Alexander Gourse	Chair	1.00	Officer Director	$0	$0	$0
Louis Mirante	Director	1.00	Director	$0	$0	$0
Greg Magofa	Director	1.00	Director	$0	$0	$0
Annie Fryman	Director	1.00	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	No data	No data	No data	No data
2024	$458,607	$491,668	$361,435	$-33,061
2023	$331,041	$443,012	$386,952	$-111,971
2022	$1,046,858	$606,670	$522,467	$440,188
2021	$281,658	$302,876	$168,873	$-21,218