SAN JOSE CATHOLIC HOUSING ASSOCIATION INC (EIN 593480369) - 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

1998

Legal Domicile

Principal Officer

ALMA BALLARD

Phone

9046321255

Tax Period

2025-01-01 to 2025-12-31

SAN JOSE CATHOLIC HOUSING ASSOCIATION INC, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $672K in total revenue in fiscal year 2025.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE ELDERLY PERSONS WITH DISABILITIES AND PERSONS WITH LOW INCOME WITH HOUSING FACILITIES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL,SOCIAL AND PSYCHOLOGICAL NEEDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $662,156

Investment Income $9,846

Other Revenue $0

TOTAL REVENUE $672,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,829

Fundraising Expenses $0

Program Expenses $600,010

Other Expenses $472,350

TOTAL EXPENSES $692,179

Year-over-Year Comparison

	2025	2024	Change
Revenue	$672,002	$662,470	+0.0%
Expenses	$692,179	$667,911	+0.0%
Net Income	$-20,177	$-5,441	+2.7%

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

N/A

Volunteers

N/A

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

$93,013

Total Directors

$93,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SULZBACHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY CULP	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ALMA BALLARD	SECT/TREAS	5.00	Officer Director	$0	$0	$93,013
J PATRICK THORNTON II	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE CORRIGAN	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA CRATEM	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDRA OSSI	DIRECTOR	2.00	Director	$0	$0	$0
JIM CULP	DIRECTOR	2.00	Director	$0	$0	$0
BETTY TRAD	DIRECTOR	2.00	Director	$0	$0	$0
GERALD WEEDON	DIRECTOR	2.00	Director	$0	$0	$0
ROSE WALSH	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER WILKEY	DIRECTOR	2.00	Director	$0	$0	$0
JEFFERSON EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
ANITA HASSELL	EX OFFICIO	2.00	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	$672,002	$692,179	$1,851,623	$-20,177
2024	$662,470	$667,911	$1,861,409	$-5,441
2023	$574,528	$576,470	$1,868,008	$-1,942
2022	$499,779	$567,418	$1,876,982	$-67,639
2021	$470,736	$477,233	$1,931,923	$-6,497
2020	$447,807	$491,171	$1,938,723	$-43,364
2019	$425,862	$476,623	$1,986,696	$-50,761

SAN JOSE CATHOLIC HOUSING ASSOCIATION INC