CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY (EIN 770359848) - 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

1993

Legal Domicile

Principal Officer

DAN WU

Phone

4085508301

Tax Period

2023-01-01 to 2023-12-31

CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY, founded in 1993, is a mid-sized nonprofit in the Housing & Shelter sector that reported $19.1M in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.9M, a strong 52% operating margin.

Mission

TO ACT AS A DEVELOPER OF PUBLICLY ASSISTED HOUSING FOR LOW TO MODERATE 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 (2023)

Revenue Breakdown

Contributions & Grants $1,876,061

Program Service Revenue $11,940,316

Investment Income $5,870,110

Other Revenue $-611,712

TOTAL REVENUE $19,074,775

Expense Breakdown

Grants Paid $73,500

Salaries & Benefits $4,441,349

Fundraising Expenses $0

Program Expenses $7,319,580

Other Expenses $4,622,559

TOTAL EXPENSES $9,137,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,074,775	$12,247,688	+0.6%
Expenses	$9,137,408	$7,998,685	+0.1%
Net Income	$9,937,367	$4,249,003	+1.3%

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

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

$1,004,256

Total Directors

$592,394

Key Employees

$237,463

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MIKL	EXECUTIVE DIRECTOR	40.00	Officer Director	$237,884	$29,510	$267,394
GREG KEPFERLE	PRESIDENT	1.00	Officer Director	$0	$37,000	$325,000
MIKE KASPERZAK	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE KNOBLOCK	SECRETARY	1.00	Officer Director	$0	$0	$0
LIHN DIPIPPA	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
HYOUNG CHONG	BOARD MEMBER	1.00	Director	$0	$0	$0
OCTAVIO FARFAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS HUANG	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA CALDWELL	ASST. SECRETARY/DIRECTOR OF PROP. MGMT	40.00	Officer	$191,153	$20,696	$211,849
TERRI FUKUDA	CONTROLLER	40.00	Officer	$175,498	$24,515	$200,013
KATHLEEN ROBINSON	DEPUTY EXECUTIVE DIRECTOR	40.00	Key Emp	$225,332	$12,131	$237,463
MARVEL ANG	SENIOR PROJECT MANAGER	40.00	Highest	$173,162	$9,454	$182,616
CAROL MOWAT	FINANCE MANAGER	40.00	Highest	$161,946	$9,071	$171,017
MAGGIE LI	ASSET MANAGER	40.00	Highest	$156,948	$8,745	$165,693
HAI NGUYEN	SR. PROJECT MANAGER	40.00	Highest	$142,583	$12,563	$155,146
LARISA TROCHE	ASSOC. DIR. OF PROPERTY MANAGEMENT	40.00	Highest	$130,935	$26,755	$157,690

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	$19,074,775	$9,137,408	$189,452,412	$9,937,367
2022	$12,247,688	$7,998,685	$185,399,512	$4,249,003
2021	$9,533,186	$6,291,726	$123,331,448	$3,241,460
2020	$9,702,173	$5,886,216	$118,054,416	$3,815,957
2019	$6,627,070	$5,374,978	$85,748,979	$1,252,092
2018	$6,652,530	$3,570,642	$68,696,048	$3,081,888

CHARITIES HOUSING DEVELOPMENT CORP OF SANTA CLARA COUNTY