Homes for California DBA Homes for Sonoma (EIN 834016781) - 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

2019

Legal Domicile

Principal Officer

Jeff Kelly

Phone

7074795373

Tax Period

2023-01-01 to 2023-12-31

Homes for California DBA Homes for Sonoma, founded in 2019, is a micro nonprofit in the Housing & Shelter sector that reported $90K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $175K exceeded revenue, resulting in a 94% operating deficit.

Mission

Homes for Sonoma is a nonprofit developer creating quality workforce housing options that support safe and sustainable community, and finds efficient, scalable solutions to address the housing crisis in Sonoma County and throughout California

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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 $0

Program Service Revenue $89,687

Investment Income $538

Other Revenue $0

TOTAL REVENUE $90,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,057

Other Expenses $175,076

TOTAL EXPENSES $175,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,225	$57,531	+0.6%
Expenses	$175,076	$327,000	-0.5%
Net Income	$-84,851	$-269,469	-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

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
Aaron Jobson	President	1.00	Officer Director	$0	$0	$0
Dan Blake	Secretary	1.00	Officer Director	$0	$0	$0
Jeff Kelly	Treasurer	1.00	Officer Director	$0	$0	$0
Tina Wallis	Trustee	1.00	Officer Director	$0	$0	$0
Efren Carrillo	Trustee	1.00	Officer Director	$0	$0	$0
Caroline Shaw	Trustee	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$90,225	$175,076	$806,570	$-84,851
2022	$57,531	$327,000	$891,421	$-269,469
2021	$61,146	$159,425	$1,163,345	$-98,279
2020	$92,750	$106,935	$1,258,487	$-14,185
2019	$1,532,351	$261,184	$1,272,672	$1,271,167

Homes for California DBA Homes for Sonoma