California Homebuilding Foundation

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Terri Brunson

Phone

9163403340

Tax Period

2023-01-01 to 2023-12-31

California Homebuilding Foundation, founded in 1979, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $12.5M represent 124 months of operating reserves.

Mission

To promote the homebuilding industry through scholarship, research, education and professional recognition.

Program Service Accomplishments

Program 1

Expenses: $350,265 Revenue: $60,380

RESEARCHAs Californias primary grant funding source for housing policy and affordability research, the California Homebuilding Foundation is a crucial player in this field. Our funding enables timely analysis and data-driven research to support policymakers, experts, and advocates in addressing the states housing affordability challenges and inequities. Through strategic initiatives, we work to ensure affordable, sustainable homes and communities across California.The Foundations research department includes the Construction Industry Research Board (CIRB), which offers valuable services such as real-time permit analysis and detailed property reports. These resources provide essential insights to help you stay competitive and anticipate industry trends.

Program 2

Expenses: $318,476

EDUCATIONThe Donald Chaiken Building Industry Technology Academy (BITA) is a four-year, project-based high school construction curriculum designed to introduce students to a range of careers in...

EDUCATIONThe Donald Chaiken Building Industry Technology Academy (BITA) is a four-year, project-based high school construction curriculum designed to introduce students to a range of careers in construction. BITA equips students with the knowledge, skills, and confidence needed for success in the building industry.By developing a qualified workforce to meet industry demands, offset retirements, and prevent labor shortages, BITA also elevates public perception of the building industry, highlighting its diverse career paths and dedicated professionals.

Program 3

Expenses: $179,939

SCHOLARSHIPSAt the California Homebuilding Foundation, we are proud to manage a diverse portfolio of over 125 scholarship endowments, generously established by homebuilding professionals, families...

SCHOLARSHIPSAt the California Homebuilding Foundation, we are proud to manage a diverse portfolio of over 125 scholarship endowments, generously established by homebuilding professionals, families, businesses, and organizations dedicated to advancing the building industry. Our post-secondary scholarships provide financial support and recognition for students pursuing higher education. Whether aspiring to become skilled tradespeople, architects, engineers, or industry leaders, our scholarships help students achieve their varied educational and career goals.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,037,733

Program Service Revenue $60,380

Investment Income $241,784

Other Revenue $-127,342

TOTAL REVENUE $1,212,555

Expense Breakdown

Grants Paid $247,975

Salaries & Benefits $756,627

Fundraising Expenses $127,366

Program Expenses $848,680

Other Expenses $301,873

TOTAL EXPENSES $1,320,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,212,555	$1,076,902	+0.1%
Expenses	$1,320,413	$1,171,619	+0.1%
Net Income	$-107,858	$-94,717	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$143,370

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terri Brunson	Executive Dir.	40.00	Officer	$129,762	$13,608	$143,370
Colleen Edwards	Life Trustee	0.50	Director	$0	$0	$0
Michael Balsamo	Im Pst Chr CBIA	0.50	Officer Director	$0	$0	$0
Mark Hoover	Imm. Past Chair	0.50	Officer Director	$0	$0	$0
Josh Santos	Trustee	0.50	Director	$0	$0	$0
John Norman	Treasurer	0.50	Officer Director	$0	$0	$0
Lori Atwater	Trustee	0.50	Director	$0	$0	$0
Chris Neighbor	Trustee	0.50	Director	$0	$0	$0
Barbie Davis	Trustee	0.50	Director	$0	$0	$0
Cyndi Fazzio	Trustee	0.50	Director	$0	$0	$0
John Orr	Life Trustee	0.50	Director	$0	$0	$0
Dan Dunmoyer	Secretary	0.50	Officer Director	$0	$0	$0
Joan Webb	Vice Chair	0.50	Officer Director	$0	$0	$0
Layne Marceau	Chair	0.50	Officer Director	$0	$0	$0
CJ Ametrano	Trustee	0.50	Director	$0	$0	$0
Sarah E Breen	Trustee	0.50	Director	$0	$0	$0
John M Thatch	Trustee	0.50	Director	$0	$0	$0
Donna Wetzel	Life Trustee	0.50	Director	$0	$0	$0
Kevin Carson	Trustee	0.50	Director	$0	$0	$0
Thomas Grable	Trustee	0.50	Director	$0	$0	$0
Mike Brown	Life Trustee	0.50	Director	$0	$0	$0
Michael Cortney	Life Trustee	0.50	Director	$0	$0	$0
Patrick Costanzo Jr	Life Trustee	0.50	Director	$0	$0	$0
Stephen Doyle	Life Trustee	0.50	Director	$0	$0	$0
Harry Elliott III	Life Trustee	0.50	Director	$0	$0	$0
Sherm Harmer	Life Trustee	0.50	Director	$0	$0	$0
Justin Deknoblough	Trustee	0.50	Director	$0	$0	$0
John Morton	Life Trustee	0.50	Director	$0	$0	$0
Wes Keusder	Life Trustee	0.50	Director	$0	$0	$0
Kent Aden	Trustee	0.50	Director	$0	$0	$0
Kile Morgan	Life Trustee	0.50	Director	$0	$0	$0
Mick Pattinson	Life Trustee	0.50	Director	$0	$0	$0
Donald Reed	Life Trustee	0.50	Director	$0	$0	$0
Robert Rivinius	Life Trustee	0.50	Director	$0	$0	$0
Jeff Roos	Trustee	0.50	Director	$0	$0	$0
Dick Willhoit	Life Trustee	0.50	Director	$0	$0	$0
Mike Winn	Life Trustee	0.50	Director	$0	$0	$0
John Young	Life Trustee	0.50	Director	$0	$0	$0
Linda Sandusky	Trustee	0.50	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
2024	No data	No data	No data	No data
2023	$1,212,555	$1,320,413	$12,715,328	$-107,858
2022	$1,076,902	$1,171,619	$11,736,201	$-94,717
2021	$3,994,698	$1,276,529	$13,644,764	$2,718,169
2020	$3,008,209	$2,996,115	$10,097,586	$12,094
2019	$3,146,596	$2,902,407	$10,113,459	$244,189
2018	$2,535,493	$2,296,419	$8,454,615	$239,074