SAN ANTONIO CHARITIES

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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

2004

Legal Domicile

Principal Officer

DAN WU

Phone

4085508300

Tax Period

2021-01-01 to 2021-12-31

SAN ANTONIO CHARITIES, founded in 2004, is a micro nonprofit that reported $52K in total revenue in fiscal year 2021. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 1867% operating deficit.

Mission

TO BENEFIT AND SUPPORT CHARITIES HOUSING DEVELOPMENT CORPORATION OF SANTA CLARA, WHICH PROVIDES AFFORDABLE HOUSING FOR LOW INCOME PERSONS WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS INCLUDING SERVICE ENRICHED AFFORDABLE HOUSING AND TRANSITIONAL HOUSING FOR FORMERLY HOMELESS HOUSEHOLDS.

Program Service Accomplishments

Program 1

Expenses: $1,019,744 Revenue: $51,956

AS A MANAGING GENERAL PARTNER, THE ENTITY PROVIDES DAY-TO-DAY MANAGEMENT SERVICES TO THE PARTNERSHIP - SAN ANTONIO PLACE, LP WHICH PROVIDES LOW INCOME HOUSING TO POOR OR DISTRESSED PERSONS. TOTAL OF...

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $51,956

Investment Income $0

Other Revenue $0

TOTAL REVENUE $51,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,019,744

Other Expenses $1,022,079

TOTAL EXPENSES $1,022,079

Year-over-Year Comparison

	2021	2020	Change
Revenue	$51,956	$73,592	-0.3%
Expenses	$1,022,079	$65,960	+14.5%
Net Income	$-970,123	$7,632	-128.1%

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

$717,049

Total Directors

$524,230

Key Employees

$634,926

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE KASPERZAK	CHAIR	0.50	Officer Director	$0	$0	$0
KRIS MCCANN	TREASURER	0.50	Officer Director	$0	$0	$0
CHRIS HUANG	SECRETARY	0.50	Officer Director	$0	$0	$0
LINH DIPIPPA	BOARD MEMBER	0.50	Director	$0	$0	$0
PATRICK DUPUIS	BOARD MEMBER	0.50	Director	$0	$0	$0
BRUCE KNOBLOCK	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG KEPFERLE	PRESIDENT	0.50	Officer Director	$0	$21,000	$281,000
DAN WU	EXECUTIVE DIRECTOR	0.50	Officer Director	$0	$37,059	$243,230
TERRI FUKUDA	CONTROLLER	0.50	Officer	$0	$28,798	$192,819
KATHLEEN ROBINSON	DIRECTOR OF DEVELOPMENT	0.50	Key Emp	$0	$51,292	$232,153
MARK MIKL	DEPUTY EXEC. DIR	0.50	Key Emp	$0	$33,230	$228,363
LISA CALDWELL	DIRECTOR OF PROPERTY MANAGEMENT	0.50	Key Emp	$0	$18,862	$174,410
CAROL MOWAT	FINANCE MANAGER	0.50	Highest	$0	$8,758	$152,129
JOE HEAD	BUSINESS DEVELOPMENT	0.50	Highest	$0	$8,661	$147,297
SARA ERICKSON	SR. PROJECT MANAGER	0.50	Highest	$0	$16,242	$144,207
HAI NGUYEN	PROJECT MANAGER	0.50	Highest	$0	$11,609	$127,579
LARISA TROCHE	REGIONAL MANAGER	0.50	Highest	$0	$23,535	$137,806

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
2021	$51,956	$1,022,079	$72,609	$-970,123
2020	$73,592	$65,960	$1,041,292	$7,632
2019	$67,061	$61,053	$1,034,808	$6,008
2018	$57,228	$72,955	$1,027,921	$-15,727