California Homebuilding Foundation

EIN: 942581819 501(c)(3) Education

Sacramento, CA

Total Revenue
$1,212,555
Total Expenses
$1,320,413
Total Assets
$12,715,328
Net Assets
$12,490,953
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CA
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.

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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 $1,037,733
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
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Financial Health Indicators

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

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Liquidity & Cash Position

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Governance

Voting Members
38
Independent Members
38
Employees
11
Volunteers
38

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
7
$143,370
Total Directors
38
$0
Key Employees
0
$0
Highest Compensated
0
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
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