MID-PENINSULA HOLY FAMILY CORPORATION (EIN 770295718) - 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

1991

Legal Domicile

Principal Officer

MATTHEW O FRANKLIN

Phone

6503562900

Tax Period

2024-01-01 to 2024-12-31

MID-PENINSULA HOLY FAMILY CORPORATION, founded in 1991, is a micro nonprofit in the Housing & Shelter sector that reported $26K in total revenue in fiscal year 2024. Expenses of $28K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE CORPORATION IS A MANAGING GENERAL PARTNER OF A PARTNERSHIP WHOSE MISSION IS TO PROVIDE QUALITY, SAFE AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $25,332

Investment Income $481

Other Revenue $0

TOTAL REVENUE $25,813

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,537

Other Expenses $2,452

TOTAL EXPENSES $28,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,813	$25,981	0.0%
Expenses	$28,452	$26,775	+0.1%
Net Income	$-2,639	$-794	+2.3%

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

$3,571,873

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC HARRISON	CHAIRPERSON	0.20	Officer Director	$0	$0	$0
JESSICA GARCIA-KOHL	VICE CHAIRPERSON	0.20	Officer Director	$0	$0	$0
JENNIFER MARTINEZ	SECRETARY	0.20	Officer Director	$0	$0	$0
ENRIQUE TORRES	TREASURER	0.20	Officer Director	$0	$0	$0
TERRY FREEMAN	DIRECTOR	0.20	Director	$0	$0	$0
RENEE MCDONNELL	DIRECTOR	0.20	Director	$0	$0	$0
MELANIE MOCK	DIRECTOR	0.20	Director	$0	$0	$0
ELISA DE LAET JAGERSON	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER HICKS	DIRECTOR	0.20	Director	$0	$0	$0
FAY SIEN GOON	DIRECTOR	0.20	Director	$0	$0	$0
STEPHANIE SONNENSHINE	DIRECTOR	0.20	Director	$0	$0	$0
CHAN U LEE	DIRECTOR	0.20	Director	$0	$0	$0
YUSEF FREEMAN	DIRECTOR	0.20	Director	$0	$0	$0
JONATHAN FEARN	DIRECTOR	0.20	Director	$0	$0	$0
MATTHEW O FRANKLIN	CEO/PRESIDENT/ASST. SECRET	0.50	Officer	$0	$72,431	$716,168
MICHAEL J VERGURA	CFO / ASSISTANT SECRETARY	0.50	Officer	$0	$77,467	$550,709
ANN GOGGINS GREGORY	COO / ASSISTANT SECRETARY	1.00	Officer	$0	$37,560	$381,003
JANINE LIND	COO / ASSISTANT SECRETARY	1.00	Officer	$0	$9,883	$308,244
LANCE SMITH	VP/CORP. COUNSEL & BROKER/ASST. SECRETARY	0.00	Officer	$0	$64,680	$375,051
KASEY ARCHEY	ASSISTANT SECRETARY	0.00	Officer	$0	$25,464	$457,923
JOANNA CARMAN	ASSISTANT SECRETARY	0.00	Officer	$0	$46,342	$395,831
ABIGAIL GOLDWARE POTLURI	ASSISTANT SECRETARY	0.00	Officer	$0	$56,916	$386,944

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	$25,813	$28,452	$33,306	$-2,639
2023	$25,981	$26,775	$33,848	$-794
2022	$25,799	$26,071	$31,437	$-272
2021	$26,078	$25,754	$30,625	$324
2020	$26,250	$24,524	$30,680	$1,726
2019	$26,461	$26,280	$29,485	$181
2018	$25,704	$26,525	$29,939	$-821

MID-PENINSULA HOLY FAMILY CORPORATION