Homes for San Diegans (EIN 824067719) - 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

2018

Legal Domicile

Principal Officer

Stephen Russell

Tax Period

2023-01-01 to 2023-12-31

Homes for San Diegans, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $563K in total revenue in fiscal year 2023. Revenue surged 19377% from the prior year, signaling strong growth momentum. The organization ran a surplus of $422K, a strong 75% operating margin.

Mission

Support ballot measures and policies in the San Diego metropolitan area that provide affordable 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 (2023)

Revenue Breakdown

Contributions & Grants $562,875

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $562,875

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,230

Other Expenses $136,084

TOTAL EXPENSES $141,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$562,875	$2,890	+193.8%
Expenses	$141,084	$16,135	+7.7%
Net Income	$421,791	$-13,245	-32.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Russell	SecretaryTreasurer	2.00	Officer	$0	$0	$0
Jordan Beane	Vice President	2.00	Officer	$0	$0	$0
Rebecca Louie	President	2.00	Officer	$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
2023	$562,875	$141,084	$430,011	$421,791
2020	$1,091,694	$1,079,134	$58,094	$12,560

Homes for San Diegans