COMMUNITY HOUSING IMPROVEMENT SYSTEMS & PLANNING ASSOCIATION (EIN 942631608) - 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

1979

Legal Domicile

Principal Officer

GEOFFREY MORGAN

Phone

8317576251

Tax Period

2023-10-01 to 2024-09-30

COMMUNITY HOUSING IMPROVEMENT SYSTEMS & PLANNING ASSOCIATION, founded in 1979, is a mid-sized nonprofit in the Housing & Shelter sector that reported $11.8M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 35% operating margin.

Mission

DEVELOPING AND OPERATING LOW-INCOME HOUSING PROJECTS

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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 $774,665

Program Service Revenue $10,707,391

Investment Income $250,403

Other Revenue $39,117

TOTAL REVENUE $11,771,576

Expense Breakdown

Grants Paid $244,112

Salaries & Benefits $2,461,146

Fundraising Expenses $235,311

Program Expenses $6,970,624

Other Expenses $4,968,667

TOTAL EXPENSES $7,673,925

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,771,576	$9,653,298	+0.2%
Expenses	$7,673,925	$6,188,843	+0.2%
Net Income	$4,097,651	$3,464,455	+0.2%

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

N/A

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

$301,722

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PFIANNA CLINE	CHAIR	2.00	Director	$0	$0	$0
ADORACION DORIS LOPEZ	VICE-CHAIR	2.00	Director	$0	$0	$0
MIRCO JONATHAN HAAG	TREASURER	2.00	Director	$0	$0	$0
JOSE A GARCIA	SECRETARY	2.00	Director	$0	$0	$0
JOSE CHAVEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNA MAE GAZO	BOARD MEMBER	2.00	Director	$0	$0	$0
HUGO ALAMEDA	BOARD MEMBER	2.00	Director	$0	$0	$0
SONIA JARAMILLO	BOARD MEMBER	2.00	Director	$0	$0	$0
ARISBETH ZEPEDA	BOARD MEMBER	2.00	Director	$0	$0	$0
GEOFFREY MORGAN	PRESIDENT & CEO	40.00	Officer	$74,001	$2,153	$76,154
NORM KOLPIN	PART-TIME INTERIM PRESIDENT	4.00	Officer	$21,300	$0	$21,300
ANDREW SIMER	CFO	40.00	Officer	$173,084	$31,184	$204,268
DANA CLEARY	DIRECTOR OF RE DEVELOPMENT	40.00	Highest	$133,522	$26,969	$160,491
PAUL TRAN	PROJECT MANAGER	40.00	Highest	$128,091	$24,712	$152,803

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	$11,771,576	$7,673,925	$60,529,393	$4,097,651
2023	$9,653,298	$6,188,843	$57,137,045	$3,464,455
2022	$12,794,908	$5,898,307	$55,231,693	$6,896,601
2021	$5,411,835	$4,850,043	$43,403,631	$561,792
2020	$7,647,852	$4,509,231	$41,743,437	$3,138,621
2019	$6,255,187	$5,409,563	$38,536,593	$845,624
2018	$6,244,602	$4,205,973	$39,013,816	$2,038,629

COMMUNITY HOUSING IMPROVEMENT SYSTEMS & PLANNING ASSOCIATION