SAN JUAN COMMUNITY HOME TRUST

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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

2001

Legal Domicile

Principal Officer

AMANDA LYNN

Phone

3603785541

Tax Period

2023-01-01 to 2023-12-31

SAN JUAN COMMUNITY HOME TRUST, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $933K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $408K, a strong 44% operating margin.

Mission

TO CREATE AND MAINTAIN PERMANENTLY AFFORDABLE AND SUSTAINABLE HOMEOWNERSHIP FOR LOW AND MODERATE INCOME SAN JUAN ISLAND RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $330,036 Revenue: $102,512

CREATING HOMES: SAN JUAN COMMUNITY HOME TRUST PROPERTY MANAGEMENT FORTHE HOMES IN SALAL AND SUN RISE NEIGHBORHOODS, PROVIDE HOME BUYEREDUCATION, AND IS BEGINNING TO DEVELOP THE NEXT PHASE OF...

CREATING HOMES: SAN JUAN COMMUNITY HOME TRUST PROPERTY MANAGEMENT FORTHE HOMES IN SALAL AND SUN RISE NEIGHBORHOODS, PROVIDE HOME BUYEREDUCATION, AND IS BEGINNING TO DEVELOP THE NEXT PHASE OF AFFORDABLEHOMES AT HOLLIWALK, 260 PRICE ST.

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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 $782,259

Program Service Revenue $102,512

Investment Income $223

Other Revenue $48,329

TOTAL REVENUE $933,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,069

Fundraising Expenses $27,554

Program Expenses $330,036

Other Expenses $300,704

TOTAL EXPENSES $525,773

Year-over-Year Comparison

	2023	2022	Change
Revenue	$933,323	$2,344,205	-0.6%
Expenses	$525,773	$569,156	-0.1%
Net Income	$407,550	$1,775,049	-0.8%

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

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

$86,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB ANDERSON	BOARD MEMBER	8.00	Director	$0	$0	$0
COLE ARENDT	BOARD MEMBER	8.00	Director	$0	$0	$0
ELLIOT BURCH	BOARD MEMBER	8.00	Director	$0	$0	$0
LISA BENNETT	BOARD MEMBER	8.00	Director	$0	$0	$0
JIM GOETZ	PRESIDENT	8.00	Officer Director	$0	$0	$0
NICKI DAVIS	BOARD MEMBER	8.00	Director	$0	$0	$0
ROB LITTAUER	TREASURER	8.00	Officer Director	$0	$0	$0
CHRIS POPE	BOARD MEMBER	8.00	Director	$0	$0	$0
CHINMAYO RICKETTS	BOARD MEMBER	8.00	Director	$0	$0	$0
CLAUDE WERFFELI	BOARD MEMBER	8.00	Director	$0	$0	$0
DARCIE NEILSON	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
ERICA HAMLIN	SECRETARY	8.00	Officer Director	$0	$0	$0
AMANDA LYNN	EXECUTIVE DIRECTOR	30.00	Officer	$86,000	$0	$86,000

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	$933,323	$525,773	$8,557,373	$407,550
2022	$2,344,205	$569,156	$6,854,015	$1,775,049
2021	$1,260,785	$881,650	$4,183,062	$379,135
2020	$1,414,479	$1,311,133	$4,109,626	$103,346
2019	$1,035,048	$649,860	$4,687,862	$385,188