ST JAMES WILSHIRE FOUNDATION (EIN 953821593) - 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

1982

Legal Domicile

Phone

9497488200

Tax Period

2023-05-01 to 2024-04-30

ST JAMES WILSHIRE FOUNDATION, founded in 1982, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 4% surplus.

Mission

TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY.

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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 $1,435,737

Investment Income $7,674

Other Revenue $3,665

TOTAL REVENUE $1,447,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,389,806

Other Expenses $1,389,806

TOTAL EXPENSES $1,389,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,447,076	$1,278,011	+0.1%
Expenses	$1,389,806	$1,325,624	+0.0%
Net Income	$57,270	$-47,613	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY HOLYK	Director	0.50	Director	$0	$0	$0
TONY KIM	Secretary	0.50	Officer Director	$0	$0	$0
JOSE ZAMBRANA JR PhD	Treasurer	0.50	Officer Director	$0	$0	$0
REV DR KATE CRESS	Director	0.50	Director	$0	$0	$0
SARA JANE THIES	Director	0.50	Director	$0	$0	$0
CATHERINE H HELM	President	0.50	Officer 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	No data	No data	No data	No data
2024	$1,447,076	$1,389,806	$3,153,971	$57,270
2023	$1,278,011	$1,325,624	$3,171,560	$-47,613
2022	$1,244,627	$1,166,836	$3,295,840	$77,791
2021	$1,251,315	$1,068,296	$3,311,282	$183,019
2020	$1,203,378	$1,186,752	$3,254,957	$16,626
2019	$1,128,484	$1,094,225	$3,322,957	$34,259
2018	$1,032,651	$986,334	$3,295,667	$46,317

ST JAMES WILSHIRE FOUNDATION