California Housing Partner Corporation (EIN 680183692) - 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

1988

Legal Domicile

Principal Officer

Matthew Schwartz

Phone

4154336804

Tax Period

2023-01-01 to 2023-12-31

California Housing Partner Corporation, founded in 1988, is a community nonprofit in the Unknown sector that reported $9.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

The California Housing Partnership Corporation creates and preserves affordable and sustainable homes for Californians with low incomes by providing expert financial and policy solutions to nonprofit and public partners.

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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 $1,180,208

Program Service Revenue $7,636,486

Investment Income $86,907

Other Revenue $124,052

TOTAL REVENUE $9,027,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,906,330

Fundraising Expenses $82,410

Program Expenses $7,783,130

Other Expenses $932,097

TOTAL EXPENSES $8,838,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,027,653	$8,282,451	+0.1%
Expenses	$8,838,427	$7,900,782	+0.1%
Net Income	$189,226	$381,669	-0.5%

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

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

$299,282

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Schwartz	President & CEO	40.00	Officer	$260,900	$38,382	$299,282
Richard Mandel	Managing Dir. Financial Consulting	40.00		$244,875	$38,149	$283,024
Paul Beesemyer	Managing Dir. Financial Consulting	40.00		$242,616	$22,628	$265,244
Laura Kobler	Senior Dir. Financial Consulting	40.00		$215,634	$37,064	$252,698
Diep Do	Managing Dir. Financial Consulting	40.00		$218,024	$33,996	$252,020
Margaret MCGraw-Scherer	Senior Dir. Financial Consulting	40.00		$201,289	$40,260	$241,549
David Kiddoo	Senior Dir. Financial Consulting	40.00		$206,932	$23,039	$229,971
Nicole Aispuro - Norori	Senior Dir. Financial Consulting	40.00		$190,695	$35,637	$226,332
Zorica Stancevic	Senior Dir. Financial Consulting	40.00		$191,035	$32,806	$223,841
Lauren Maddock	Senior Dir. Financial Consulting	40.00		$193,479	$27,265	$220,744
Mark Stivers	Dir. of Legislative, Regulatory	40.00		$186,825	$21,549	$208,374
Sherin Bennett	Director Financial Consulting	40.00		$183,600	$16,610	$200,210
Thai-An Ngo	Senior Financial Consultant	40.00		$160,203	$31,703	$191,906
Mengxin Zhou	Senior Financial Consultant	40.00		$169,600	$16,228	$185,828
Chad Horsford	Assoc. Dir. Financial Consulting	40.00		$166,943	$14,707	$181,650
Anthony Vega	Managing Director - Research	40.00		$175,652	$4,143	$179,795
Blanca De La Cruz	Managing Dir. Sustainable Housing	40.00		$153,717	$20,251	$173,968
Michelle E Culter	Assoc. Dir. Financial Consulting	40.00		$167,300	$3,399	$170,699
Aditya Potluri	Senior Financial Consultant	40.00		$153,700	$0	$153,700
Jesse Ozanian	Senior Financial Consultant	40.00		$153,572	$0	$153,572
Benjamin Creed	Senior Financial Consultant	40.00		$153,553	$0	$153,553
Genise Choy	Snr. Financial Con	40.00		$144,994	$0	$144,994
Amanda Isbell	Managing Dir. Ops	40.00		$139,063	$0	$139,063
Daniel Rinzler	Assoc. Research	40.00		$137,336	$0	$137,336
Jennifer Fleming	Financial Consult	40.00		$135,000	$0	$135,000
Adriene Gemheart	Snr. Financial Con	40.00		$134,276	$0	$134,276
Adhi Nagraj	Board Chair	1.00	Officer Director	$0	$0	$0
Porsche Middleton	Vice Chair	1.00	Officer Director	$0	$0	$0
Rebecca Foster	Treasurer	1.00	Officer Director	$0	$0	$0
Sochiata Vutthy	Secretary	1.00	Officer Director	$0	$0	$0
Nikki Beasley	Board Member	1.00	Director	$0	$0	$0
Azalia Gmez-Camacho	Board Member	1.00	Director	$0	$0	$0
Dave Rand	Board Member	1.00	Director	$0	$0	$0
Gustavo Velaquez	Board Member	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
2024	No data	No data	No data	No data
2023	$9,027,653	$8,838,427	$8,670,028	$189,226
2022	$8,282,451	$7,900,782	$6,723,072	$381,669
2021	$7,852,456	$7,588,490	$6,145,740	$263,966
2020	$7,240,840	$6,616,365	$6,339,325	$624,475
2019	$6,023,756	$5,410,151	$4,995,926	$613,605
2018	$5,123,803	$4,523,826	$4,402,404	$599,977

California Housing Partner Corporation