Self-Help Enterprises (EIN 941592676) - 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

1965

Legal Domicile

Principal Officer

THOMAS J COLLISHAW

Phone

5598021604

Tax Period

2024-07-01 to 2025-06-30

Self-Help Enterprises, founded in 1965, is a major nonprofit in the Housing & Shelter sector that reported $107.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $19.9M, a strong 18% operating margin.

Mission

WORKING TOGETHER WITH LOW-INCOME FAMILIES TO BUILD AND SUSTAIN HEALTHY HOMES AND COMMUNITIES.

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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 $89,256,471

Program Service Revenue $15,025,167

Investment Income $3,412,579

Other Revenue $0

TOTAL REVENUE $107,694,217

Expense Breakdown

Grants Paid $417,167

Salaries & Benefits $21,814,751

Fundraising Expenses $13,091

Program Expenses $84,077,555

Other Expenses $65,545,932

TOTAL EXPENSES $87,777,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,694,217	$95,636,972	+0.1%
Expenses	$87,777,850	$76,606,390	+0.1%
Net Income	$19,916,367	$19,030,582	+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

263

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

$1,611,367

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS J COLLISHAW	President & CEO	40.00	Officer	$276,059	$20,478	$296,537
David Ebenezer	CFO	40.00	Officer	$190,629	$8,599	$199,228
ELIZABETH MCGOVERN-GARCIA	PROGRAM DIR	40.00	Officer	$178,142	$8,488	$186,630
PATRICK ISHERWOOD	PROGRAM DIR	40.00	Officer	$143,350	$26,312	$169,662
ETHAN DUTTON	Operations Dir	40.00	Officer	$155,339	$8,488	$163,827
RICK GONZALES	PROGRAM DIR	40.00	Officer	$153,945	$8,488	$162,433
Jessi Snyder	Program Dir	40.00	Officer	$138,353	$8,488	$146,841
Tami McVay	Dir Emerg Svcs	40.00	Officer	$136,259	$8,488	$144,747
Eddie Ocampo	Program Dir	40.00	Officer	$121,487	$19,975	$141,462
Alicia Bohigian	Assistant Director	40.00		$129,908	$8,488	$138,396
Robert Kelly	Assistant Director	40.00		$117,182	$19,119	$136,301
Erica Lutterbein	Assistant Director	40.00		$111,944	$9,555	$121,499
Andrew Lockman	Assistant Director	40.00		$110,157	$10,924	$121,081
Melissa Valdez	Assistant Director	40.00		$120,901	$0	$120,901
Gary Rodriguez	Board Member	1.00	Director	$0	$0	$0
Ivan Lopez	BOARD MEMBER	1.00	Director	$0	$0	$0
OLIVIA GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DOLORES SALGADO	BOARD MEMBER	1.00	Director	$0	$0	$0
Yolanda Meraz	Chair	1.00	Officer Director	$0	$0	$0
Mike Carnes	Board Member	1.00	Director	$0	$0	$0
Veronica Lopez	BOARD MEMBER	1.00	Director	$0	$0	$0
Steve Montes	Board Member	1.00	Director	$0	$0	$0
SUSAN ZACHARY-KREPS	BOARD MEMBER	1.00	Director	$0	$0	$0
LUPE MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA RENTERIA	Board Member	1.00	Director	$0	$0	$0
Tim Denton	BOARD MEMBER	1.00	Director	$0	$0	$0
KAYODE KADARA	Board Member	1.00	Director	$0	$0	$0
Tina Sumner	Vice Chair	1.00	Officer 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	$107,694,217	$87,777,850	$226,655,514	$19,916,367
2024	No data	No data	No data	No data
2023	$65,987,549	$59,181,040	$140,401,164	$6,806,509
2022	$41,610,602	$35,659,831	$114,423,713	$5,950,771
2021	$29,798,676	$22,555,794	$105,976,522	$7,242,882
2020	$23,669,872	$20,538,651	$96,577,543	$3,131,221
2019	$21,185,830	$18,449,622	$83,417,805	$2,736,208
2018	$21,895,298	$21,432,837	$77,063,341	$462,461

Self-Help Enterprises