AFFORDABLE HOUSING MANAGEMENT ASSO… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

STACEY SMITH

Phone

8332462624

Tax Period

2023-01-01 to 2023-12-31

AFFORDABLE HOUSING MANAGEMENT ASSOCIATION - NORTHERN CA AND HI, founded in 1983, is a small nonprofit that reported $506K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $561K exceeded revenue, resulting in a 11% operating deficit.

Mission

AHMA-NCH IS A NONPROFIT ASSOCIATION OF INDUSTRY PROFESSIONALS WHOSE MISSION IS TO STRENGTHEN AND ENHANCE AFFORDABLE HOUSING MANAGEMENT BY PROVIDING PROFESSIONAL DEVELOPMENT, EDUCATION, RESOURCES, ADVOCACY AND INDUSTRY REPRESENTATION.

Program Service Accomplishments

Program 1

Expenses: $491,891 Revenue: $330,245

SEMINARS AND TRAINING PROVIDED TO MANAGEMENT AGENTS - SUBJECTS INCLUDED INCOME AND ASSET ALLOCATION, FAIR HOUSING, MAINTENANCE, AND CERTIFICATION TOPICS.

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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 $175,956

Program Service Revenue $330,245

Investment Income $60

Other Revenue $0

TOTAL REVENUE $506,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $491,891

Other Expenses $561,103

TOTAL EXPENSES $561,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$506,261	$590,126	-0.1%
Expenses	$561,103	$764,014	-0.3%
Net Income	$-54,842	$-173,888	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET ACEVEDO	TREASURER	3.00	Officer Director	$0	$0	$0
CLAUDIA BUTLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ELYAS DAUD	DIRECTOR	1.00	Director	$0	$0	$0
LISA ESTERON	DIRECTOR	1.00	Director	$0	$0	$0
TRACY ESPOSITO	DIRECTOR	1.00	Director	$0	$0	$0
SHERRA FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
MARY KESHISHIAN	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY MERRELL	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINA PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
ANNA GWYN SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
STACEY SMITH	PRESIDENT	6.00	Officer Director	$0	$0	$0
KRISTIN TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN WIEDEL	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
WILMA WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK LIVANEC	DIRECTOR	1.00	Director	$0	$0	$0
JAMES VERTOVEC	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
EILEEN LUO	DIRECTOR	1.00	Director	$0	$0	$0
TONY PANLILIO	DIRECTOR	1.00	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	$506,261	$561,103	$103,156	$-54,842
2022	$590,126	$764,014	$190,196	$-173,888
2021	$430,366	$444,896	$375,640	$-14,530
2020	$414,897	$468,269	$339,088	$-53,372
2019	$859,777	$825,553	$371,266	$34,224
2018	$833,033	$774,840	$346,318	$58,193

AFFORDABLE HOUSING MANAGEMENT ASSOCIATION - NORTHERN CA AND HI