RETIREMENT HOUSING FOUNDATION

EIN: 952249495 501(c)(3) Human Services

LONG BEACH, CA

Total Revenue
$54,575,115
Total Expenses
$26,423,077
Total Assets
$263,657,580
Net Assets
$244,572,712
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
CA
Principal Officer
STUART HARTMAN
Phone
5622575100
Tax Period
2024-10-01 to 2025-09-30

RETIREMENT HOUSING FOUNDATION, founded in 1961, is a mid-sized nonprofit in the Human Services sector that reported $54.6M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28.2M, a strong 52% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING AND SERVICE COORDINATION FOR PERSONS WITH LIMITED INCOMES IN AN INCLUSIVE ENVIRONMENT THAT ENHANCES THEIR QUALITY OF LIFE PHYSICALLY, MENTALLY, AND SPIRITUALLY.

Program Service Accomplishments

Program 1
Expenses: $23,588,137 Revenue: $17,625,853

RETIREMENT HOUSING FOUNDATION PROVIDES DEVELOPMENT AND MANAGEMENT EXPERTISE, EITHER DIRECTLY OR THROUGH AFFILIATED NONPROFIT CORPORATIONS, IN THE FIELD OF AFFORDABLE HOUSING AND SERVICES FOR LOW AND...

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RETIREMENT HOUSING FOUNDATION PROVIDES DEVELOPMENT AND MANAGEMENT EXPERTISE, EITHER DIRECTLY OR THROUGH AFFILIATED NONPROFIT CORPORATIONS, IN THE FIELD OF AFFORDABLE HOUSING AND SERVICES FOR LOW AND VERY LOW INCOME FAMILIES AND THE ELDERLY. THE CORPORATION ALSO PROVIDES ASSISTED LIVING IN ADDITION TO MANY OF THE LOW & VERY LOW INCOME HOUSING FACILITIES. THE CORPORATION SERVES OVER 15,000 RESIDENTS/PATIENTS IN 30 STATES INCLUDING THE VIRGIN ISLANDS, PUERTO RICO & THE DISTRICT OF COLUMBIA. THE CORPORATION EMPLOYS APPROXIMATELY 950 PEOPLE NATIONWIDE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $31,963,760
Program Service Revenue $17,625,853
Investment Income $4,985,502
Other Revenue $0
TOTAL REVENUE $54,575,115

Expense Breakdown

Grants Paid $3,446,946
Salaries & Benefits $13,557,385
Fundraising Expenses $184,995
Program Expenses $23,588,137
Other Expenses $9,418,746
TOTAL EXPENSES $26,423,077

Year-over-Year Comparison

2024 2023 Change
Revenue $54,575,115 $42,118,324 +0.3%
Expenses $26,423,077 $26,718,964 0.0%
Net Income $28,152,038 $15,399,360 +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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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
134
Volunteers
466

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
4
$0
Total Directors
15
$0
Key Employees
15
$4,936,663
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HARTMAN STUART J PRESIDENT/CEO 0.20
Key Emp
$693,394 $76,739 $770,133
AMBERG ROBERT R EXECUTIVE VP GEN COUNSEL 0.20
Key Emp
$475,930 $54,717 $530,647
ROSSELLO FRANK JR CFO AND VP OF FINANCE 0.20
Key Emp
$457,628 $30,494 $488,122
FARD BOBBY J VP ACQUIS AND PROJ DEV 0.20
Key Emp
$300,470 $26,130 $326,600
ESCANDON YURI ANDREW VP HOUSING OPERATIONS 0.20
Key Emp
$0 $55,605 $322,377
GILCHRIST KEVIN DARRELL VP DEV FIN & ASSET MGMT 0.20
Key Emp
$258,558 $58,557 $317,115
BATTAGLIA NADA VP HUMAN RESOURCES 0.20
Key Emp
$252,697 $53,518 $306,215
TITUS STEPHANIE L VP PHILANTHROPY/CSO 0.20
Key Emp
$251,721 $58,388 $310,109
KING DIANE D COMPL AND PRIVACY OFFICER 0.20
Key Emp
$237,670 $22,228 $259,898
MAGNONE VINCENT B VP TREASURY & INVSTMT OFF 0.20
Key Emp
$233,022 $21,761 $254,783
CLOW JOHN C VP RISK MANAGEMENT 0.20
Key Emp
$226,254 $22,289 $248,543
MICKELSON LAVONNE R DIR OF AFFORD HOUSING OPS 0.20
Key Emp
$0 $4,875 $209,677
STECKBECK KENT BUDGET & ANALYTICS DIR 0.20
Key Emp
$200,731 $5,371 $206,102
PHELPS LORI ANN INFO SYSTEMS DIRECTOR 0.20
Key Emp
$198,115 $5,944 $204,059
ROBINSON TINA M VP HOUSING ACCOUNTING 0.20
Highest
$193,656 $21,124 $214,780
HALL MAGGIE W ASSOCIATE COUNSEL 0.20
Highest
$189,413 $23,477 $212,890
CHUNG DEAN H CONTROLLER 0.20
Highest
$181,894 $31,777 $213,671
SANCHEZ OMAR E CONSTRUCTION MANAGER SR 0.20
Highest
$183,630 $15,920 $199,550
SILVA JOANNE L VP OCCUPANCY & TAX CREDIT 0.20
Highest
$0 $28,973 $212,522
FOX LAURA L DIRECTOR OF CORP RECORDS 0.20
Key Emp
$164,261 $18,022 $182,283
HART DONALD CHAIR 0.20
Officer Director
$0 $0 $0
COLLINSON CATHERINE VICE CHAIR 0.20
Officer Director
$0 $0 $0
BUNN ANDREW VICE CHAIR, TREASURER 0.20
Officer Director
$0 $0 $0
POLLOCK JEFFREY DIRECTOR 0.20
Director
$0 $0 $0
MAY ARTHUR DIRECTOR 0.20
Director
$0 $0 $0
EAST RAYMOND E DIRECTOR 0.20
Director
$0 $0 $0
DESAEGHER NORMA VICE PRESIDENT 0.20
Officer Director
$0 $0 $0
WILSON CHERYL DIRECTOR 0.20
Director
$0 $0 $0
POTTER CHRISTINA DIRECTOR 0.20
Director
$0 $0 $0
KOIDE BRIAN DIRECTOR 0.20
Director
$0 $0 $0
GOODWIN DARRELL DIRECTOR 0.20
Director
$0 $0 $0
MINER DON DIRECTOR 0.20
Director
$0 $0 $0
GUFFEY EDITH DIRECTOR 0.20
Director
$0 $0 $0
TALBOT HANNEKE DIRECTOR 0.20
Director
$0 $0 $0
BLAZEJEWSKI STEVE DIRECTOR 0.20
Director
$0 $0 $0
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
2025 $54,575,115 $26,423,077 $263,657,580 $28,152,038
2024 $42,118,324 $26,718,964 $226,932,871 $15,399,360
2023 $106,870,194 $28,484,740 $207,365,153 $78,385,454
2022 $49,802,150 $29,986,329 $198,507,383 $19,815,821
2021 $45,688,104 $31,467,272 $205,386,585 $14,220,832
2020 $35,036,683 $25,824,267 $187,395,066 $9,212,416
2019 $45,211,004 $25,596,778 $174,861,165 $19,614,226
2018 $48,011,659 $23,452,028 $151,455,229 $24,559,631
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