STONEY PINECHARITIES HOUSING CORP (EIN 770478772) - 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

1999

Legal Domicile

Principal Officer

MARK MIKL

Phone

4085508300

Tax Period

2023-01-01 to 2023-12-31

STONEY PINECHARITIES HOUSING CORP, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $423K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $500K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROVIDE LOW INCOME PERSONS IN SANTA CLARA COUNTY, CALIFORNIA WITH HOUSING FACILITIES AND SERVICES.

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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 $285,174

Program Service Revenue $132,799

Investment Income $4,561

Other Revenue $10

TOTAL REVENUE $422,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,685

Fundraising Expenses $0

Program Expenses $436,030

Other Expenses $456,775

TOTAL EXPENSES $500,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$422,544	$268,881	+0.6%
Expenses	$500,460	$488,970	+0.0%
Net Income	$-77,916	$-220,089	-0.6%

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

$1,004,256

Total Directors

$592,394

Key Employees

$237,463

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE KASPERZAK	CHAIR	0.50	Officer Director	$0	$0	$0
LINH DIPIPPA	TREASURER	0.50	Officer Director	$0	$0	$0
BRUCE KNOBLOCK	SECRETARY	0.50	Officer Director	$0	$0	$0
CHRIS HUANG	BOARD MEMBER	0.50	Director	$0	$0	$0
OCTAVIAN FARFAN	BOARD MEMBER	0.50	Director	$0	$0	$0
HYOUNG CHONG	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL BAKER	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG KEPFERLE	PRESIDENT	0.50	Officer Director	$0	$37,000	$325,000
MARK MIKL	EXECUTIVE DIRECTOR	0.50	Officer Director	$0	$29,510	$267,394
TERRI FUKUDA	CONTROLLER	0.50	Officer	$0	$24,515	$200,013
LISA CALDWELL	DIR. OF PROP. MGMT/ ASST. SECRETARY	0.50	Officer	$0	$20,696	$211,849
KATHLEEN ROBINSON	DIRECTOR OF DEVELOPMENT	0.50	Key Emp	$0	$12,131	$237,463
CAROL MOWAT	FINANCE MANAGER	0.50	Highest	$0	$9,071	$171,017
LARISA TROCHE	ASSOC. DIR. OF PROPERTY MANAGEMENT	0.50	Highest	$0	$26,755	$157,690
MARVEL ANG	SR. PROJECT MANAGER	0.50	Highest	$0	$9,454	$182,616
HAI NGUYEN	SR. PROJECT MANAGER	0.50	Highest	$0	$12,563	$155,146
MAGGIE LI	ASSET MANAGER	0.50	Highest	$0	$8,745	$165,693

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	$422,544	$500,460	$3,645,554	$-77,916
2022	$268,881	$488,970	$3,750,524	$-220,089
2021	$267,028	$453,294	$3,882,583	$-186,266
2020	$261,284	$458,368	$3,966,844	$-197,084
2019	$248,439	$459,147	$4,055,551	$-210,708
2018	$233,252	$390,462	$4,174,190	$-157,210

STONEY PINECHARITIES HOUSING CORP