INSIGHT HOUSING FKA BERKELEY FOOD AND HOUSING PROJECT (EIN 942979073) - 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

1984

Legal Domicile

Principal Officer

CALLEENE EGAN

Phone

5106494965

Tax Period

2022-07-01 to 2023-06-30

INSIGHT HOUSING FKA BERKELEY FOOD AND HOUSING PROJECT, founded in 1984, is a mid-sized nonprofit in the Human Services sector that reported $23.1M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

ENSURING EVERYONE IN OUR COMMUNITY HAS A HOME THROUGH SUPPORTIVE, EQUITABLE AND SUSTAINABLE HOUSING SOLUTIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $21,322,377

Program Service Revenue $1,706,651

Investment Income $-193,584

Other Revenue $243,570

TOTAL REVENUE $23,079,014

Expense Breakdown

Grants Paid $4,459,670

Salaries & Benefits $12,509,596

Fundraising Expenses $528,460

Program Expenses $19,645,950

Other Expenses $5,676,212

TOTAL EXPENSES $22,645,478

Year-over-Year Comparison

	2022	2021	Change
Revenue	$23,079,014	$20,896,855	+0.1%
Expenses	$22,645,478	$18,369,440	+0.2%
Net Income	$433,536	$2,527,415	-0.8%

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

202

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

$720,881

Total Directors

Key Employees

$370,848

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS PEEKS	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALEX ROGIN	TREASURER	2.00	Officer Director	$0	$0	$0
ALEXANDRA VONDELING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SAM ERNST	DIRECTOR	2.00	Director	$0	$0	$0
IMAN NOVIN	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA ANDERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
DR HARRISON ALTER	DIRECTOR	2.00	Director	$0	$0	$0
DR STEPHEN KIRNON	DIRECTOR	2.00	Director	$0	$0	$0
WILL ROGAN	DIRECTOR	2.00	Director	$0	$0	$0
ARCHIE VADEN	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BARSHAY	DIRECTOR	2.00	Director	$0	$0	$0
TAMAR ANTIN	DIRECTOR	2.00	Director	$0	$0	$0
DON FALK	DIRECTOR	2.00	Director	$0	$0	$0
MARK STUTZMAN	DIRECTOR	2.00	Director	$0	$0	$0
KIMI OMI	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE FRUEHAN	DIRECTOR	2.00	Director	$0	$0	$0
KAJSA MINOR	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER KAWAR	DIRECTOR	2.00	Director	$0	$0	$0
CALLEENE EGAN	CHEIF EXECUTIVE OFFICER	40.00	Officer	$298,047	$26,070	$324,117
MICHELLE MARTINEZ	FORMER DIRECTOR	40.00	Officer	$203,297	$22,883	$226,180
KANI LIN	CFO	40.00	Officer	$161,194	$9,390	$170,584
KATHLEEN TREGGIARI	FORMER DIRECTOR	40.00	Key Emp	$168,785	$0	$168,785
AMORY SHARPE	FORMER DIRECTOR	40.00	Key Emp	$202,063	$0	$202,063
AMISHA HADA	CHRO	40.00	Highest	$182,402	$8,690	$191,092
ANGELA UPSHAW	COO	40.00	Highest	$154,858	$9,273	$164,131

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	$23,079,014	$22,645,478	$12,442,537	$433,536
2022	$20,896,855	$18,369,440	$9,288,778	$2,527,415
2021	$21,326,193	$19,924,262	$7,900,684	$1,401,931
2020	$9,223,481	$9,384,748	$4,982,243	$-161,267

INSIGHT HOUSING FKA BERKELEY FOOD AND HOUSING PROJECT