CHANNING HOUSE (EIN 941485533) - 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

1960

Legal Domicile

Principal Officer

RHONDA BEKKEDAHL

Phone

6503270950

Tax Period

2024-03-01 to 2025-02-28

CHANNING HOUSE, founded in 1960, is a mid-sized nonprofit in the Human Services sector that reported $29.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $32.7M exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDES HOUSING AND HEALTH CARE SERVICES WITHIN A LIFE PLAN COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $433,082

Program Service Revenue $27,386,037

Investment Income $1,858,619

Other Revenue $64,508

TOTAL REVENUE $29,742,246

Expense Breakdown

Grants Paid $26,759

Salaries & Benefits $13,741,960

Fundraising Expenses $8,000

Program Expenses $26,564,461

Other Expenses $18,969,707

TOTAL EXPENSES $32,746,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,742,246	$26,860,737	+0.1%
Expenses	$32,746,426	$32,155,404	+0.0%
Net Income	$-3,004,180	$-5,294,667	-0.4%

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

226

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

$646,269

Total Directors

Key Employees

$824,453

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHONDA BEKKEDAHL	CHIEF EXECUTIVE OFFICER	40.00	Officer	$331,848	$40,061	$371,909
JAISIE LOZANO	CHIEF FINANCIAL OFFICER	40.00	Officer	$248,792	$25,568	$274,360
IZVETH LEON	DIRECTOR OF NURSING	40.00	Key Emp	$188,727	$34,828	$223,555
YADIRA ALDANA	ADMINISTRATOR (THROUGH 7/2024)	40.00	Key Emp	$165,367	$40,013	$205,380
PAYAL VILLALOBOS	HUMAN RESOURCES DIRECTOR	40.00	Key Emp	$177,324	$27,223	$204,547
GLORIA CASTELLANOS	DINING SERVICES DIRECTOR	40.00	Key Emp	$157,854	$33,117	$190,971
RANDON SAGNEP	DIRECTOR OF NURSING ASSISTANT	40.00	Highest	$160,814	$16,159	$176,973
REMELYN BONDOC	CHARGE NURSE RN	40.00	Highest	$134,718	$33,367	$168,085
OFELIA GUTIERREZ	MARKETING MANAGER	40.00	Highest	$131,294	$27,942	$159,236
JENNY POON	SALES SPECIALIST	40.00	Highest	$148,721	$7,861	$156,582
MARK BAYANI	EXECUTIVE CHEF	40.00	Highest	$138,699	$6,908	$145,607
MAUREEN SHEEHAN	CHAIR	2.00	Officer Director	$0	$0	$0
BERN BEECHAM	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARCIA PUGSLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
ZENGYU CHEN	TREASURER	2.00	Officer Director	$0	$0	$0
CALVIN BRENNEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PANCHO CHANG	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM DUBOIS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE GILBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM HOFSTEDT	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHNE LENCIONI	BOARD MEMBER (THROUGH 10/2024)	1.00	Director	$0	$0	$0
BRUCE MCFARLANE	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN SCHATZ	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
2025	$29,742,246	$32,746,426	$156,553,175	$-3,004,180
2024	$26,860,737	$32,155,404	$156,595,939	$-5,294,667
2023	$24,492,383	$31,017,034	$157,260,314	$-6,524,651
2022	$23,077,532	$28,680,819	$165,798,063	$-5,603,287
2021	$22,977,511	$26,657,197	$166,783,404	$-3,679,686
2020	$20,321,205	$24,099,676	$166,868,441	$-3,778,471
2019	$21,402,342	$22,021,082	$164,117,780	$-618,740
2018	$20,203,393	$19,641,124	$162,178,535	$562,269

CHANNING HOUSE