STOCKTON CONGREGATIONAL HOMES

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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

1970

Legal Domicile

Principal Officer

STUART HARTMAN

Phone

5622575100

Tax Period

2023-12-01 to 2024-11-30

STOCKTON CONGREGATIONAL HOMES, founded in 1970, is a mid-sized nonprofit in the Human Services sector that reported $10.3M in total revenue in fiscal year 2023. Revenue surged 232% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.1M, a strong 98% operating margin.

Mission

TO PROVIDE HOUSING OPTIONS FOR OLDER ADULTS IN AN ENVIRONMENT THAT ENHANCES THEIR QUALITY OF LIFE PHYSICALLY, MENTALLY, AND SPIRITUALLY.

Program Service Accomplishments

Program 1

Expenses: $49,088 Revenue: $36,725

THE ORGANIZATION'S FACILITY AND ASSETS WERE SOLD NOVEMBER 30, 2023, TO AN UNRELATED THIRD PARTY.THE ORGANIZATION PREVIOUSLY PROVIDED ASSISTED LIVING, HOUSING AND NURSING CARE FOR LOW AND VERY LOW...

THE ORGANIZATION'S FACILITY AND ASSETS WERE SOLD NOVEMBER 30, 2023, TO AN UNRELATED THIRD PARTY.THE ORGANIZATION PREVIOUSLY PROVIDED ASSISTED LIVING, HOUSING AND NURSING CARE FOR LOW AND VERY LOW INCOME SENIOR CITIZENS WITH 52 RESIDENTIAL UNITS, 29 ASSISTED LIVING UNITS AND 38 SKILLED NURSING BEDS IN STOCKTON, CALIFORNIA IN AN ENVIRONMENT ENHANCING THE QUALITY OF LIFE AS IT RELATES TO THEIR PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING.

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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 $10,258,385

Program Service Revenue $36,725

Investment Income $4,639

Other Revenue $1,558

TOTAL REVENUE $10,301,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,498

Fundraising Expenses $0

Program Expenses $49,088

Other Expenses $129,586

TOTAL EXPENSES $183,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,301,307	$3,098,303	+2.3%
Expenses	$183,084	$4,420,732	-1.0%
Net Income	$10,118,223	$-1,322,429	-8.7%

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

$1,089,541

Total Directors

$685,724

Key Employees

$2,195,828

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAYMOND E EAST	DIRECTOR	0.20	Director	$0	$0	$0
NORMA DESAEGHER	DIRECTOR	0.20	Director	$0	$0	$0
ANDREW BUNN	TREASURER	0.20	Officer Director	$0	$0	$0
LAURA FOX BUCHAN	SECRETARY	0.20	Officer Director	$0	$0	$0
JOHN BAUMAN	VICE CHAIR/DIRECTOR	0.20	Officer Director	$0	$0	$0
DONALD G HART	CHAIR/DIRECTOR	0.20	Officer Director	$0	$0	$0
CHERYL WILSON	DIRECTOR	0.20	Director	$0	$0	$0
R JEFFREY POLLOCK	VICE CHAIR/DIRECTOR	0.20	Officer Director	$0	$0	$0
DAVID S MOYER	DIRECTOR	0.20	Director	$0	$0	$0
DON MINER	DIRECTOR	0.20	Director	$0	$0	$0
CATHERINE COLLINSON	DIRECTOR	0.20	Director	$0	$0	$0
BRIAN KOIDE	DIRECTOR	0.20	Director	$0	$0	$0
CHRISTINA E POTTER	DIRECTOR	0.20	Director	$0	$0	$0
STUART J HARTMAN	PRESIDENT AND CEO	0.20	Officer Director	$0	$68,128	$685,724
FRANK ROSSELLO JR	CFO AND VP OF FINANCE	0.20	Officer	$0	$25,235	$403,817
KEVIN GILCHRIST	VP DEVELOPMENT FINANCE	0.20	Key Emp	$0	$48,817	$277,179
NADA BATTAGLIA	VP HUMAN RESOURCES	0.20	Key Emp	$0	$46,746	$288,839
DAVID NAPIERSKIE	VP HEALTH CARE OPERATIONS	0.20	Key Emp	$0	$41,335	$286,493
VINCENT B MAGNONE	VP TREASURY & INVSTMT OFF	0.20	Key Emp	$0	$37,102	$283,260
BOBBY FARD	VP ACQUIS AND PROJ DEV	0.20	Key Emp	$0	$21,908	$281,127
ROBERT R AMBERG	EXECUTIVE VP GEN COUNSEL	0.20	Key Emp	$0	$49,216	$489,502
YURI ANDREW ESCANDO	VP HOUSING OPERATIONS	0.20	Key Emp	$0	$40,606	$289,428
CHRISTOPHER PURCELL	CONTROLLER	0.20	Highest	$0	$19,731	$216,931
JOHN CLOW	VP RISK MANAGEMENT	0.20	Highest	$0	$18,816	$227,978
TERESA KENNEDY	NURSE TRAINER EXEMPT	0.20	Highest	$0	$3,734	$214,382
MICHAEL RIVERA	REGIONAL MANAGER HEALTH CARE	0.20	Highest	$0	$4,520	$228,351
STEPHANIE TITUS	VP PHILANTHROPY/CSO	0.20	Highest	$0	$49,191	$288,833

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	$10,301,307	$183,084	$266,073	$10,118,223
2023	$3,098,303	$4,420,732	$3,452,500	$-1,322,429
2022	$3,040,936	$5,678,977	$3,047,354	$-2,638,041
2021	$3,752,939	$5,651,423	$2,997,168	$-1,898,484
2020	$5,040,338	$5,981,807	$3,355,128	$-941,469
2019	$5,042,585	$6,008,227	$3,167,192	$-965,642
2018	$5,234,571	$6,084,955	$3,380,246	$-850,384