The Real Estate Trust of Silicon Valley Community Foundation (EIN 043701887) - 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

2002

Legal Domicile

Phone

6504505400

Tax Period

2024-01-01 to 2024-12-31

The Real Estate Trust of Silicon Valley Community Foundation, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2024. Expenses of $52K exceeded revenue, resulting in a 140% operating deficit.

Mission

TO SUPPORT THE SILICON VALLEY COMMUNITY FOUNDATION BY FACILITATING GIFTS OF REAL PROPERTY AND ENGAGING IN THE SAME CHARITABLE PURPOSES AS THE SILICON VALLEY COMMUNITY FOUNDATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $21,903

Other Revenue $0

TOTAL REVENUE $21,903

Expense Breakdown

Grants Paid $2,564

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,564

Other Expenses $49,903

TOTAL EXPENSES $52,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,903	$-379,910	-1.1%
Expenses	$52,467	$697,295	-0.9%
Net Income	$-30,564	$-1,077,205	-1.0%

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

N/A

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

$1,544,922

Total Directors

$1,186,939

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chanthi Lune	Secretary/Treasurer	0.5	Officer Director	$0	$48,643	$542,491
Elizabeth A Carey	President	0.5	Officer Director	$0	$74,236	$644,448
Brad Smith	Director	0.5	Director	$0	$0	$0
Robert Allen	Director	0.5	Director	$0	$0	$0
Sarah Valencia	Treasurer	0.5	Officer	$0	$35,858	$357,983

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	$21,903	$52,467	$4,258,474	$-30,564
2023	$-379,910	$697,295	$6,146,518	$-1,077,205
2022	$-1,467,744	$16,366,152	$7,403,798	$-17,833,896
2021	$1,326,966	$1,552,907	$24,489,681	$-225,941
2020	$116,860,516	$103,057,145	$25,225,533	$13,803,371
2019	$12,945,771	$10,905,591	$9,898,669	$2,040,180
2018	$37,057,613	$35,551,555	$7,941,420	$1,506,058

The Real Estate Trust of Silicon Valley Community Foundation