THE BRITISH HOME IN CALIFORNIA LTD

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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

1930

Legal Domicile

Principal Officer

ROSARIO MUNOZ

Phone

6263557240

Tax Period

2023-01-01 to 2023-12-31

THE BRITISH HOME IN CALIFORNIA LTD, founded in 1930, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 42% operating deficit.

Mission

TO PROVIDE AN EXCELLENT RETIREMENT HOME IN BEAUTIFUL, COMFORTABLE SURROUNDINGS WITH EXCEPTIONAL LEVELS OF LOVING CARE AND COMPASSION.

Program Service Accomplishments

Program 1

Expenses: $1,942,983 Revenue: $1,146,174

THE HOME OPERATES A LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND IS LICENSED TO ACCOMMODATE 41 RESIDENTS AND DESCRIBED AS "TYPICAL," THE HOME MAINTAINS ITS HISTORIC UNIQUENESS PROVIDING GRACIOUS, INDEPENDENT AND ASSISTED LIVING IN THIS SECURE AND PEACEFUL RESIDENTIAL NEIGHBORHOOD. WE ARE PROUD OF OUR HISTORY AND IN TODAY'S HECTIC LIFE STYLE, ARE SECURE IN OUR APPROACH OF BLENDING "OLD WORLD" CHARM AND TRADITION WITH MODERNITY. HONORING OUR GOALS AND MISSION, AND WITH SUPPORT FROM THE DBE WE DO SUBSIDIZE A CERTAIN PERCENTAGE OF RESIDENTS WHO ARE IN NEED. OUR MONTHLY FEES ARE REASONABLE INCLUDING MANY SERVICES AND ACTIVITIES AND OUR RESIDENTS THRIVE, ENJOYING THE CARE AND ATTENTION GIVEN THEM. THE AVERAGE AGE OF OUR RESIDENT FAMILY IS 87 WITH THE AGE RANGING FROM 66 TO 108. (CONTINUED ON SCH. O)ON AVERAGE, THE BRITISH HOME MAINTAINS 30 RESIDENTS YEAR AROUND.

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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 $124,446

Program Service Revenue $1,146,174

Investment Income $352,641

Other Revenue $76,944

TOTAL REVENUE $1,700,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,359,395

Fundraising Expenses $17,309

Program Expenses $1,942,983

Other Expenses $1,049,405

TOTAL EXPENSES $2,408,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,700,205	$2,196,871	-0.2%
Expenses	$2,408,800	$2,268,044	+0.1%
Net Income	$-708,595	$-71,173	+9.0%

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

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

$89,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI SCHNEGG	PRESIDENT	4.00	Officer Director	$0	$0	$0
MARILYN DIAZ	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
DEBORAH ROSS	2ND VICE-PRESDIENT	4.00	Officer Director	$0	$0	$0
ROSEMARY WEBB	3RD VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
SHIRLEY WOLFF	RECORDING SECRETARY	4.00	Officer Director	$0	$0	$0
MARION GRADY	CORRESPONDING SECRETARY (START 11/23)	4.00	Officer Director	$0	$0	$0
MARGARET GAZEY	CORRESPONDING SECRETARY (THRU 08/23)	4.00	Officer Director	$0	$0	$0
SUE MASTEN	TREASURER	4.00	Officer Director	$0	$0	$0
ROSARIO MUNOZ	EXECUTIVE DIRECTOR	40.00	Officer	$89,594	$350	$89,944

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	$1,700,205	$2,408,800	$25,442,225	$-708,595
2022	$2,196,871	$2,268,044	$24,014,244	$-71,173
2021	$2,367,648	$2,148,020	$27,563,343	$219,628
2021	$2,367,648	$2,148,020	$27,563,343	$219,628
2020	$1,895,175	$2,111,718	$26,200,762	$-216,543
2019	$1,960,186	$1,944,806	$24,811,118	$15,380
2018	$1,809,457	$1,820,150	$23,403,486	$-10,693