STEVENSON HOUSE FOUNDATION

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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

2021

Legal Domicile

Principal Officer

JOHN WANG

Phone

6504941944

Tax Period

2023-01-01 to 2023-12-31

STEVENSON HOUSE FOUNDATION, founded in 2021, is a small nonprofit in the Housing & Shelter sector that reported $430K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $393K, a strong 91% operating margin.

Mission

THE SPECIFIC CHARITABLE AND PUBLIC PURPOSES FOR WHICH THIS CORPORATION IS FORMED IS TO BENEFIT AND SUPPORT PALO ALTO SENIOR HOUSING PROJECT, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ("PASHPI") AND ITS PURPOSES IN ACCORDANCE WITH SECTION 509(A)(3)(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE") TO PROVIDE FOR ELDERLY FAMILIES AND ELDERLY PERSONS ON A NONPROFIT BASIS RENTAL HOUSING AND RELATED FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.

Program Service Accomplishments

Program 1

Expenses: $30,576

STEVENSON HOUSE FOUNDATION WAS ESTABLISHED IN 2021. THE ORGANIZATION CONTRIBUTED $30,000 TO PASHPI INC. TO SUPPORT ITS MISSION OF PROVIDING AFFORDABLE HOUSING FOR INDEPENDENT, LOW-INCOME SENIORS.

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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 $21,000

Program Service Revenue $0

Investment Income $409,217

Other Revenue $0

TOTAL REVENUE $430,217

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,576

Other Expenses $7,376

TOTAL EXPENSES $37,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$430,217	$288,194	+0.5%
Expenses	$37,376	$23,415	+0.6%
Net Income	$392,841	$264,779	+0.5%

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
JOHN WANG	PRESIDENT	3.00	Officer Director	$0	$0	$0
JEROLD NUGENT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK LEVI	SECRETARY	1.00	Officer Director	$0	$0	$0
LANIE WHEELER	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID CHAPPLE	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN XU OTTE	BOARD MEMBER	1.00	Director	$0	$0	$0
WALTER FRANK ENG	BOARD MEMBER	1.00	Director	$0	$0	$0
EDIE KEATING	BOARD MEMBER	1.00	Director	$0	$0	$0
GRACE MAH	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN BARRITT	BOARD MEMBER	1.00	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	$430,217	$37,376	$14,308,482	$392,841
2022	$288,194	$23,415	$12,444,652	$264,779
2021	$14,695,960	$207,597	$14,551,269	$14,488,363