ALTA HOUSING (FKA PALO ALTO HOUSING CORPORATION) (EIN 912198760) - 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

2004

Legal Domicile

Principal Officer

RANDAL TSUDA

Phone

6503219709

Tax Period

2023-01-01 to 2023-12-31

ALTA HOUSING (FKA PALO ALTO HOUSING CORPORATION), founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $7.2M in total revenue in fiscal year 2023. The organization ran a surplus of $2.5M, a strong 35% operating margin.

Mission

FOSTER, DEVELOP, ACQUIRE, REHABILITATE, MANAGE, OPERATE LOW AND MODERATE INCOME HOUSING IN PALO ALTO, CA.

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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 $4,336,340

Program Service Revenue $2,042,258

Investment Income $816,082

Other Revenue $0

TOTAL REVENUE $7,194,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,616,844

Fundraising Expenses $0

Program Expenses $4,151,677

Other Expenses $2,093,403

TOTAL EXPENSES $4,710,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,194,680	$6,709,968	+0.1%
Expenses	$4,710,247	$4,182,690	+0.1%
Net Income	$2,484,433	$2,527,278	0.0%

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

$992,328

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN MCCOWN	CHAIR	1.00	Officer Director	$0	$0	$0
JACK THOMPSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BONNIE PACKER	SECRETARY	1.00	Officer Director	$0	$0	$0
MENKA SETHI	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH MARTIGNETTI JR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET SLOAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ROUTT	DIRECTOR	1.00	Director	$0	$0	$0
RONALD HALL	DIRECTOR	1.00	Director	$0	$0	$0
LORI SAITO	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH RATNER	DIRECTOR	1.00	Director	$0	$0	$0
JUAN MENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
TOM MYERS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HORST	DIRECTOR	1.00	Director	$0	$0	$0
ANNA BOTELHO	DIRECTOR	1.00	Director	$0	$0	$0
OLYA KRASNYKH	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SCHILD	DIRECTOR	1.00	Director	$0	$0	$0
RANDAL TSUDA	PRESIDENT & CEO	4.00	Officer	$0	$65,738	$354,026
MARC GARCIA	CFO	4.00	Officer	$0	$46,814	$251,277
SHERYL KLEIN	COO	4.00	Officer	$0	$14,938	$238,176
SERENA CHUNG	CHIEF PEOPLE OFFICER	4.00	Officer	$0	$28,469	$148,849

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	$7,194,680	$4,710,247	$63,293,834	$2,484,433
2022	$6,709,968	$4,182,690	$58,235,741	$2,527,278
2021	$14,005,664	$3,368,680	$51,886,144	$10,636,984
2020	$5,648,610	$2,295,032	$35,468,626	$3,353,578
2018	$3,016,577	$3,040,882	$51,473,185	$-24,305

ALTA HOUSING (FKA PALO ALTO HOUSING CORPORATION)