SUNSET CHARITIES HOUSING CORPORATION (EIN 770568015) - 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

2001

Legal Domicile

Principal Officer

MARK MIKL

Phone

4085508300

Tax Period

2024-01-01 to 2024-12-31

SUNSET CHARITIES HOUSING CORPORATION, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $949K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

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 (2024)

Revenue Breakdown

Contributions & Grants $264,366

Program Service Revenue $683,749

Investment Income $913

Other Revenue $0

TOTAL REVENUE $949,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,824

Fundraising Expenses $0

Program Expenses $1,009,288

Other Expenses $966,964

TOTAL EXPENSES $1,024,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$949,028	$867,748	+0.1%
Expenses	$1,024,788	$1,047,162	0.0%
Net Income	$-75,760	$-179,414	-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

$1,165,503

Total Directors

$673,697

Key Employees

$681,014

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MIKL	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$35,701	$287,697
GREG KEPFERLE	PRESIDENT - TO 12/01/24	1.00	Officer Director	$0	$52,000	$361,000
DON TAYLOR	PRESIDENT - FR. 12/01/24	1.00	Officer Director	$0	$0	$25,000
BRUCE KNOBLOCK	CHAIR	1.00	Officer Director	$0	$0	$0
LIHN DIPIPPA	TREASURER	1.00	Officer Director	$0	$0	$0
HYOUNG CHONG	SECRETARY	1.00	Director	$0	$0	$0
PAUL BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA CARRASCO	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/DIR. OF PROPERTY MGMT	1.00	Officer	$0	$26,927	$264,302
TERRI FUKUDA	CONTROLLER	1.00	Officer	$0	$27,921	$227,504
KATHLEEN ROBINSON	DEPUTY EXECUTIVE DIRECTOR	1.00	Key Emp	$0	$13,670	$268,066
MARVEL ANG	DIR. OF HOUSING DEV.	1.00	Key Emp	$0	$12,167	$238,942
MARIA OCHOA	SR. HR MANAGER	1.00	Key Emp	$0	$17,548	$174,006
CAROL MOWAT	FINANCE MANAGER	1.00	Highest	$0	$9,642	$185,921
YUHUI LI	ASSET MANAGER	1.00	Highest	$0	$9,664	$183,939
HAI NGUYEN	DIR. OF ASSET MGMT	1.00	Highest	$0	$13,745	$165,710
LARISA TROCHE	ASSOC. DIR. OF PROPERTY MA	1.00	Highest	$0	$33,592	$194,825
MARIA GUERRERO	COMPLIANCE MANAGER	1.00	Highest	$0	$9,007	$167,019

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	$949,028	$1,024,788	$10,500,284	$-75,760
2023	$867,748	$1,047,162	$10,757,056	$-179,414
2022	$666,518	$513,429	$11,552,929	$153,089
2021	$286,548	$154,952	$4,931,411	$131,596

SUNSET CHARITIES HOUSING CORPORATION