Homeless Veterans of San Diego

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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

2017

Legal Domicile

Principal Officer

KELLY LUISI

Phone

7603831685

Tax Period

2018-01-01 to 2018-12-31

Homeless Veterans of San Diego, founded in 2017, is a micro nonprofit that reported $56K in total revenue in fiscal year 2018. Revenue surged 615% from the prior year, signaling strong growth momentum. Expenses of $48K left a modest 15% surplus.

Mission

Homeless Veterans of San Diego exists to put an end to the epidemic of homelessness among our veterans.

Program Service Accomplishments

Program 1

Expenses: $44,631 Revenue: $55,633

HVSD provides individual advocacy, mentoring and a "hand up" approach to assist veterans in housing placement. HVSD serves homeless veterans willing to make a commitment to help themselves and work one on one with one of our advocates. We provide individualized advocacy and care to provide them resources and steps to get them the care and hope they need. We have seen great success in establishing trust, friendship, and positive interaction with our homeless veterans by meeting with regularly and individually helping them through the steps to end their own homelessness and regain pride, dignity and self-worth. To date, over 60 homeless veterans have been placed in housing.

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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 (2018)

Revenue Breakdown

Contributions & Grants $55,633

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $55,633

Expense Breakdown

Grants Paid $29,631

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,631

Other Expenses $17,879

TOTAL EXPENSES $47,510

Year-over-Year Comparison

	2018	2017	Change
Revenue	$55,633	$7,777	+6.2%
Expenses	$47,510	$6,199	+6.7%
Net Income	$8,123	$1,578	+4.1%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY LUISI	PresidentCEO	75.00	Officer	$0	$0	$0
RICHARD LUISI	Vice President	20.00	Officer Director	$0	$0	$0
ALEX LUISI	Director	15.00	Director	$0	$0	$0
CLAYTON STEWART	Director	5.000	Director	$0	$0	$0
HUNTER DOUGLAS	Director	3.000	Director	$0	$0	$0
WENDY DUBE	Director	10.00	Director	$0	$0	$0
CANDICE GERLACH	Director	2.000	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
2018	$55,633	$47,510	$10,246	$8,123