MID-PENINSULA SCOTTS VALLEY INC

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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

1996

Legal Domicile

Principal Officer

MATTHEW O FRANKLIN

Phone

6503562900

Tax Period

2023-01-01 to 2023-12-31

MID-PENINSULA SCOTTS VALLEY INC, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $197K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $184K left a modest 7% surplus.

Mission

IN CONJUNCTION WITH RELATED ORGANIZATIONS, MID-PENINSULA SCOTTS VALLEY INC'S MISSION IS TO PROVIDE SAFE, AFFORDABLE HOUSING OF HIGH QUALITY TO THOSE IN NEED; TO ESTABLISH STABILITY AND OPPORTUNITY IN THE LIVES OF RESIDENTS; AND TO FOSTER DIVERSE COMMUNITIES THAT ALLOW PEOPLE FROM ALL ETHNIC, SOCIAL AND ECONOMIC BACKGROUNDS TO LIVE IN DIGNITY, HARMONY, AND MUTUAL RESPECT.

Program Service Accomplishments

Program 1

Expenses: $174,511 Revenue: $192,472

THE ORGANIZATION (IN CONJUNCTION WITH ITS WHOLLY OWNED LIMITED LIABILITY COMPANIES) HAS MANAGING GENERAL PARTNER INTERESTS IN MP SCOTTS VALLEY ASSOCIATES, MP NEW COMMUNITIES ASSOCIATES, MP MANTECA...

THE ORGANIZATION (IN CONJUNCTION WITH ITS WHOLLY OWNED LIMITED LIABILITY COMPANIES) HAS MANAGING GENERAL PARTNER INTERESTS IN MP SCOTTS VALLEY ASSOCIATES, MP NEW COMMUNITIES ASSOCIATES, MP MANTECA AFFORDABLE HOUSING ASSOCIATES, MP MILPITAS AFFORDABLE HOUSING ASSOCIATES, AND MP ST STEPHENS ASSOCIATES, WHOSE MISSION IS TO PROVIDE QUALITY, SAFE AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES.

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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 $0

Program Service Revenue $192,472

Investment Income $4,188

Other Revenue $0

TOTAL REVENUE $196,660

Expense Breakdown

Grants Paid $36,000

Salaries & Benefits $5,328

Fundraising Expenses $0

Program Expenses $174,511

Other Expenses $142,367

TOTAL EXPENSES $183,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,660	$175,236	+0.1%
Expenses	$183,695	$329,748	-0.4%
Net Income	$12,965	$-154,512	-1.1%

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

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

$2,820,850

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC HARRISON	CHAIRPERSON	0.20	Officer Director	$0	$0	$0
GINA DIAZ	SECRETARY	0.20	Officer Director	$0	$0	$0
ENRIQUE TORRES	TREASURER	0.20	Officer Director	$0	$0	$0
JESSICA GARCIA-KOHL	VICE CHAIRPERSON	0.20	Officer Director	$0	$0	$0
TERRY FREEMAN	DIRECTOR	0.20	Director	$0	$0	$0
BETH BARTLETT	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER HICKS	DIRECTOR	0.20	Director	$0	$0	$0
FAY SIEN GOON	DIRECTOR	0.20	Director	$0	$0	$0
RENEE MCDONNELL	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER MARTINEZ	DIRECTOR	0.20	Director	$0	$0	$0
ELISA DE LAET JAGERSON	DIRECTOR	0.20	Director	$0	$0	$0
CHAN U LEE	DIRECTOR	0.20	Director	$0	$0	$0
ROB HOLLISTER	DIRECTOR	0.20	Director	$0	$0	$0
MATTHEW O FRANKLIN	CEO/PRESIDENT/ASST. SECRETARY	0.50	Officer	$0	$54,523	$692,605
SHWETHA SUBRAMANIAN	CREDO/ASSISTANT SECRETARY	0.00	Officer	$0	$12,167	$383,262
JANINE LIND	COO/ASSISTANT SECRETARY	1.00	Officer	$0	$45,469	$533,385
MICHAEL J VERGURA	CFO/ASSISTANT SECRETARY	0.50	Officer	$0	$59,660	$484,601
LANCE SMITH	VP/CORPORATE COUNSEL & BROKER/ASST. SECRETARY	0.00	Officer	$0	$45,625	$355,061
KASEY ARCHERY	ASSISTANT SECRETARY	0.00	Officer	$0	$33,914	$371,936

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	$196,660	$183,695	$3,261,846	$12,965
2022	$175,236	$329,748	$3,190,815	$-154,512
2021	$172,900	$241,038	$3,212,521	$-68,138
2020	$102,608	$35,371	$2,013,492	$67,237
2019	$100,897	$637,846	$1,922,632	$-536,949
2018	$103,258	$673,893	$1,866,870	$-570,635