Shared Housing and Resource Exchange California

EIN: 813993230 501(c)(3) Housing & Shelter

Santa Rosa, CA

Total Revenue
$1,306,650
Total Expenses
$1,273,528
Total Assets
$410,726
Net Assets
$289,460
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
CA
Principal Officer
Amy Appleton
Phone
7077668800
Tax Period
2022-07-01 to 2023-06-30

Shared Housing and Resource Exchange California, founded in 2016, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2022. Revenue surged 69% from the prior year, signaling strong growth momentum.

Mission

SHARE California (SHARE) is a home share matching program active in 23 cities and towns throughout Sonoma County, and a 501c3 nonprofit. We offer housing in exchange for an agreed level of support in the form of financial exchange (Rent Exchanges), assistance with household and/or personal tasks (Service Exchanges), or a combination of both. SHAREs target population is our aging community (those 60 years and older) and those homeless or at risk of homelessness. US Census data conservatively estimates that there are 60,000 empty bedrooms throughout Sonoma County among this population. The Census also estimates that aging baby boomers are projected to outnumber children for the first time in US history. This growing population throughout Sonoma County is currently 39% of the total population. These empty bedrooms represent inexpensive, immediate, permanent/long-term housing for those in need of housing, whether homeless or at risk of homelessness. SHAREs focus is on seniors who are mostl

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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 (2022)

Revenue Breakdown

Contributions & Grants $333,798
Program Service Revenue $972,693
Investment Income $159
Other Revenue $0
TOTAL REVENUE $1,306,650

Expense Breakdown

Grants Paid $0
Salaries & Benefits $443,548
Fundraising Expenses $0
Program Expenses $1,234,588
Other Expenses $829,980
TOTAL EXPENSES $1,273,528

Year-over-Year Comparison

2022 2021 Change
Revenue $1,306,650 $771,294 +0.7%
Expenses $1,273,528 $651,040 +1.0%
Net Income $33,122 $120,254 -0.7%
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
7
Independent Members
6
Employees
10
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
1
$93,600
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Amy Appleton Executive Dir. 40.00
Officer
$93,600 $0 $93,600
Gerry LaLonde-Berg Director 2.00
Director
$0 $0 $0
Joy Lovinger Director 2.00
Director
$0 $0 $0
Rachel Ginis President 2.00
Director
$0 $0 $0
Glenna SOmers Director 2.00
Director
$0 $0 $0
Hilloah Levy Director 2.00
Director
$0 $0 $0
Robin Reynolds Director 2.00
Director
$0 $0 $0
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $1,306,650 $1,273,528 $410,726 $33,122
2022 $771,294 $651,040 $388,408 $120,254
2021 $339,937 $395,016 $226,943 $-55,079
2019 $308,564 $213,389 $88,353 $95,175
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