THE BRITISH HOME IN CALIFORNIA LTD

EIN: 951727641 501(c)(3) Human Services

SIERRA MADRE, CA

Total Revenue
$1,700,205
Total Expenses
$2,408,800
Total Assets
$25,442,225
Net Assets
$25,268,355
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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
CA
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 ASSISTED LIVING SERVICES

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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%)

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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

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Governance

Voting Members
8
Independent Members
8
Employees
36
Volunteers
25

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
9
$89,944
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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