SOUTH BERKELEY COMMUNITY HOUSING DEVELOPMENT CORPORATION (EIN 943065407) - 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

1987

Legal Domicile

Principal Officer

DAN SAWISLAK

Phone

5108414410

Tax Period

2018-01-01 to 2018-12-31

SOUTH BERKELEY COMMUNITY HOUSING DEVELOPMENT CORPORATION, founded in 1987, is a micro nonprofit that reported $34K in total revenue in fiscal year 2018. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $433K exceeded revenue, resulting in a 1191% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE AFFORDABLE HOUSING TO THE LOCAL COMMUNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,650

Program Service Revenue $18,666

Investment Income $11,250

Other Revenue $0

TOTAL REVENUE $33,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $429,642

Other Expenses $433,292

TOTAL EXPENSES $433,292

Year-over-Year Comparison

	2018	2017	Change
Revenue	$33,566	$29,118	+0.2%
Expenses	$433,292	$409,499	+0.1%
Net Income	$-399,726	$-380,381	+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

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

$382,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE PEARSON	PRESIDENT	0.10	Officer Director	$0	$0	$0
DIANNA GARRETT	TREASURER	0.06	Officer Director	$0	$0	$0
KATTYE GILES	DIRECTOR	0.00	Director	$0	$0	$0
RICK JUDD	DIRECTOR	0.06	Director	$0	$0	$0
WILLIE PHILIPS	DIRECTOR	0.06	Director	$0	$0	$0
U ASHFORD	SECRETARY	0.10	Officer Director	$0	$0	$0
RICHARD WILLIAMS	DIRECTOR	0.10	Director	$0	$0	$0
MICHELE FERRELL	DIRECTOR	0.10	Director	$0	$0	$0
MARIAN WOLFE	DIRECTOR	0.00	Director	$0	$0	$0
NEIL MAYER	DIRECTOR	0.06	Director	$0	$0	$0
PETER POON	CFO	0.00	Officer	$0	$43,297	$153,613
DANIEL SAWISLAK	CEO	0.00	Officer	$0	$47,971	$228,999

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
2018	$33,566	$433,292	$-3,000,002	$-399,726

SOUTH BERKELEY COMMUNITY HOUSING DEVELOPMENT CORPORATION