Clear Preservation Housing Foundation

EIN: 921579206 501(c)(3) Housing & Shelter

Monarch Beach, CA

Total Revenue
$12,285
Total Expenses
$4,039
Total Assets
$5,124,583
Net Assets
$9,246
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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
2023
Legal Domicile
CA
Principal Officer
Matthew W Regan
Phone
9492963284
Tax Period
2023-01-01 to 2023-12-31

Clear Preservation Housing Foundation, founded in 2023, is a micro nonprofit in the Housing & Shelter sector that reported $12K in total revenue in fiscal year 2023. The organization ran a surplus of $8K, a strong 67% operating margin.

Mission

Create and implement programs for the development, preservation and rehabilitation of affordable home ownership or rental housing in California and to improve neighborhood communities to prevent and/or cure deterioration of housing stock in 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,750
Program Service Revenue $0
Investment Income $0
Other Revenue $10,535
TOTAL REVENUE $12,285

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,039
Other Expenses $4,039
TOTAL EXPENSES $4,039

Year-over-Year Comparison

2023 2022 Change
Revenue $12,285 N/A N/A
Expenses $4,039 N/A N/A
Net Income $8,246 N/A N/A
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

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
2
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Matthew W Regan President 30.00
Officer Director
$0 $0 $0
Lara Regan Secretary 2.00
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 $12,285 $4,039 $5,124,583 $8,246
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