SAN ANTONIO CHARITIES

EIN: 731698139 501(c)(3)

SAN JOSE, CA

Total Revenue
$51,956
Total Expenses
$1,022,079
Total Assets
$72,609
Net Assets
$71,169
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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
CA
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.

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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 (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

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Governance

Voting Members
8
Independent Members
6
Employees
N/A
Volunteers
6

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
6
$717,049
Total Directors
8
$524,230
Key Employees
3
$634,926
Highest Compensated
5
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
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