SVHOME (EIN 814755729) - 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

2016

Legal Domicile

Principal Officer

SHILOH BALLARD

Phone

4084445238

Tax Period

2023-01-01 to 2023-12-31

SVHOME, founded in 2016, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum.

Mission

DRIVING THE CREATION OF AFFORDABLE HOUSING FOR A MORE VIBRANT AND EQUITABLE SILICON VALLEY.

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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 $1,507,954

Program Service Revenue $0

Investment Income $17,344

Other Revenue $40,787

TOTAL REVENUE $1,566,085

Expense Breakdown

Grants Paid $500

Salaries & Benefits $1,340,369

Fundraising Expenses $237,314

Program Expenses $1,138,195

Other Expenses $345,173

TOTAL EXPENSES $1,686,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,566,085	$1,087,707	+0.4%
Expenses	$1,686,042	$1,618,385	+0.0%
Net Income	$-119,957	$-530,678	-0.8%

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

$213,662

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN ZWICK	CHAIR (LEFT 12/23)	2.00	Officer Director	$0	$0	$0
ANDREA OSGOOD	TREASURER	2.00	Officer Director	$0	$0	$0
CANDICE GONZALEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
SHILOH BALLARD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BOB BROWNSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
AMIE FISHMAN	DIRECTOR	2.00	Director	$0	$0	$0
JAVIER GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
PONCHO GUEVARA	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER LOVING	DIRECTOR (LEFT 12/23)	2.00	Director	$0	$0	$0
AUBREY MERRIMAN	DIRECTOR	2.00	Director	$0	$0	$0
NEVADA MERRIMAN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS NEALE	DIRECTOR	2.00	Director	$0	$0	$0
RANDY TSUDA	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN YANG	DIRECTOR	2.00	Director	$0	$0	$0
REGINA CELESTIN WILLIAMS	EXECUTIVE DIRECTOR	40.00	Officer	$199,349	$14,313	$213,662
MATHEW REED	DIRECTOR OF POLICY	40.00	Highest	$121,887	$7,083	$128,970
ANTONIA GUTIERREZ	DIRECTOR OF OPERATIONS	40.00	Highest	$109,175	$9,346	$118,521
SERGIO LOPEZ	DIRECTOR OF DEVELOPMENT	40.00	Highest	$109,965	$6,430	$116,395

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	$1,566,085	$1,686,042	$1,735,988	$-119,957
2022	$1,087,707	$1,618,385	$1,834,371	$-530,678
2021	$1,591,277	$1,483,257	$2,377,641	$108,020
2020	$2,344,567	$1,347,219	$2,453,970	$997,348
2019	$1,022,762	$1,550,169	$1,313,981	$-527,407
2018	$799,467	$1,161,395	$1,797,475	$-361,928

SVHOME