Placer Community Foundation (EIN 201485011) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Sue Thompson

Phone

5308854920

Tax Period

2023-01-01 to 2023-12-31

Placer Community Foundation, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 29% operating margin.

Mission

The Placer Community Foundation grows local giving to strengthen our community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,921,954

Program Service Revenue $79,592

Investment Income $978,195

Other Revenue $1,119

TOTAL REVENUE $3,980,860

Expense Breakdown

Grants Paid $1,763,140

Salaries & Benefits $581,093

Fundraising Expenses $31,504

Program Expenses $2,683,391

Other Expenses $469,037

TOTAL EXPENSES $2,813,270

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,980,860	$2,435,295	+0.6%
Expenses	$2,813,270	$2,669,921	+0.1%
Net Income	$1,167,590	$-234,626	-6.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$221,228

Total Directors

$221,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Veronica Blake	CEO	40.00	Officer Director	$196,024	$25,204	$221,228
Carol Holliman	2nd Vice Chair	1.00	Officer Director	$0	$0	$0
James T Williams	Board Member	1.00	Director	$0	$0	$0
Dick Azevedo	Board Member	1.00	Director	$0	$0	$0
Sheila Cardno	Treasurer	5.00	Officer Director	$0	$0	$0
Dick Kramer	Board Member	1.00	Director	$0	$0	$0
Elise Baker	Board Member	1.00	Director	$0	$0	$0
Margaret Fulton	Board Member	1.00	Director	$0	$0	$0
Vicki Spannagel	Board Member	1.00	Director	$0	$0	$0
Richard Saletta	Secretary	5.00	Officer Director	$0	$0	$0
Pam Constantino	Board Member	1.00	Director	$0	$0	$0
Raul Martinez	1st Vice Chair	5.00	Officer Director	$0	$0	$0
Sue Thompson	Chairman	10.00	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
2024	No data	No data	No data	No data
2023	$3,980,860	$2,813,270	$18,615,872	$1,167,590
2022	$2,435,295	$2,669,921	$16,321,586	$-234,626
2021	$5,383,232	$3,245,069	$19,564,863	$2,138,163
2020	$7,602,035	$5,245,767	$17,694,453	$2,356,268
2019	$2,023,917	$1,648,794	$14,587,915	$375,123
2018	$2,214,578	$2,299,628	$12,546,680	$-85,050

Placer Community Foundation