SVHOME ACTION FUND

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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

2019

Legal Domicile

Principal Officer

CANDICE GONZALEZ

Phone

4084445238

Tax Period

2023-01-01 to 2023-12-31

SVHOME ACTION FUND, founded in 2019, is a micro nonprofit in the Housing & Shelter sector that reported $51K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $131K exceeded revenue, resulting in a 159% operating deficit.

Mission

ESTABLISHED IN 2019, SV@HOME'S ACTION FUND (SVHAF) ADDRESSES THE HOUSING CRISIS THROUGH CIVIC ENGAGEMENT, LEGISLATIVE ADVOCACY, AND SUPPORT OR OPPOSITION OF BALLOT MEASURES THAT IMPACT AFFORDABLE HOUSING AND HOMELESSNESS.

Program Service Accomplishments

Program 1

Expenses: $91,150

CIVIC ENGAGEMENT - IN PARTNERSHIP WITH OTHER ORGANIZATIONS, THE SV@HOME ACTION FUND (ACTION FUND) CONTINUED TO CONDUCT PUBLIC EDUCATION, ORGANIZING, AND ADVOCACY THROUGHOUT SANTA CLARA COUNTY...

CIVIC ENGAGEMENT - IN PARTNERSHIP WITH OTHER ORGANIZATIONS, THE SV@HOME ACTION FUND (ACTION FUND) CONTINUED TO CONDUCT PUBLIC EDUCATION, ORGANIZING, AND ADVOCACY THROUGHOUT SANTA CLARA COUNTY REGARDING THE HISTORY OF EXCLUSIONARY HOUSING POLICIES AND PRACTICES AND STEPS THAT COULD BE TAKEN AT THE STATE AND LOCAL LEVEL TO PROVIDE REDRESS WHILE EXPANDING HOUSING SUPPLY AND STABILITY THROUGHOUT THE REGION. THE ACTION FUND PROVIDED INFORMATION ABOUT HOUSING-RELATED BALLOT INITIATIVES, HOUSING POLICY-MAKING, COALITION-BUILDING, AND CAMPAIGNING TO CURRENT AND POTENTIAL FUTURE CIVIC LEADERS. (SEE SCHEDULE O FOR CONTINUATION)LEGISLATIVE ADVOCACY - SINCE ITS INCEPTION, THE ACTION FUND HAS CHAMPIONED STATE LEGISLATION THAT SEEKS TO IMPROVE AND EXPAND THE AVAILABILITY OF AFFORDABLE HOUSING AND RELATED NEEDS. THE ACTION FUND'S LEGISLATIVE ADVOCACY PROGRAM RANGES FROM PARTICIPATING IN LOBBYING DAYS OF ACTION WITH PARTNERS, WRITING LETTERS OF SUPPORT OR OPPOSITION TO LEGISLATIVE PROPOSALS, CONVENING DISCUSSIONS WITH LOCAL AND STATE ELECTED AND CIVIC LEADERS AS WELL AS PARTICIPATING IN REGIONAL PRO-HOUSING COALITIONS.CIVIC LEADERSHIP PROGRAM - THE ACTION FUND ADMINISTERS A RECRUITMENT AND TRAINING PROGRAM, THE CIVIC LEADERSHIP PROGRAM, FOR PEOPLE WHO WISH TO RUN FOR ELECTED OFFICE OR SERVE ON PUBLIC BOARDS OR COMMISSIONS IN SANTA CLARA COUNTY. THE CIVIC LEADERSHIP PROGRAM PROVIDES BASIC INFORMATION ON HOUSING POLICIES, COMMUNICATIONS, AND CAPACITY BUILDING FOR VARIOUS PUBLIC SERVICE ROLES.

Program 2

CIVIC LEADERSHIP PROGRAM - THE ACTION FUND ADMINISTERS A RECRUITMENT AND TRAINING PROGRAM, THE CIVIC LEADERSHIP PROGRAM, FOR PEOPLE WHO WISH TO RUN FOR ELECTED OFFICE OR SERVE ON PUBLIC BOARDS OR...

CIVIC LEADERSHIP PROGRAM - THE ACTION FUND ADMINISTERS A RECRUITMENT AND TRAINING PROGRAM, THE CIVIC LEADERSHIP PROGRAM, FOR PEOPLE WHO WISH TO RUN FOR ELECTED OFFICE OR SERVE ON PUBLIC BOARDS OR COMMISSIONS IN SANTA CLARA COUNTY. THE CIVIC LEADERSHIP PROGRAM PROVIDES BASIC INFORMATION ON HOUSING POLICIES, COMMUNICATIONS, AND CAPACITY BUILDING FOR VARIOUS PUBLIC SERVICE ROLES.

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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 $50,000

Program Service Revenue $0

Investment Income $520

Other Revenue $0

TOTAL REVENUE $50,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,485

Fundraising Expenses $9,042

Program Expenses $91,150

Other Expenses $81,146

TOTAL EXPENSES $130,631

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,520	$83,415	-0.4%
Expenses	$130,631	$211,774	-0.4%
Net Income	$-80,111	$-128,359	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANDICE GONZALEZ	CHAIR	0.25	Officer Director	$0	$0	$0
EDWIN TAN	SECRETARY	0.25	Officer Director	$0	$0	$0
AMIE FISHMAN	DIRECTOR	0.25	Director	$0	$0	$0
LESLIE RODRGIUEZ	DIRECTOR	0.25	Director	$0	$0	$0
KATHY TRAN	DIRECTOR	0.25	Director	$0	$0	$0
HANNAH HOLLOWAY	DIRECTOR	0.25	Director	$0	$0	$0
REGINA CELESTIN WILLIAMS	EXECUTIVE DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$50,520	$130,631	$224,611	$-80,111
2022	$83,415	$211,774	$293,829	$-128,359
2021	$400,447	$238,788	$428,081	$161,659
2020	$224,159	$139,190	$257,985	$84,969
2019	$362,710	$202,529	$195,693	$160,181