Ralston White Retreat Foundation

EIN: 201550347 501(c)(3) Arts, Culture & Humanities

Kentfield, CA

Total Revenue
$323,060
Total Expenses
$289,079
Total Assets
$1,560,579
Net Assets
$952,157
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
CA
Principal Officer
Josh Rafner
Phone
4154582102
Tax Period
2023-01-01 to 2023-12-31

Ralston White Retreat Foundation, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $323K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $289K left a modest 11% surplus.

Mission

Raltson White Retreat in Mill Valley, California. As trustee, the organization carries out the intent of the 1950 deed of trust from Ruth White Bowie regarding the preservation of the Retreat, which includes the following: 1) to maintain and restore the historically significant 1911 Willis Polk designed home that is the focus of the property and which houses the meeting place accommodations and food services; 2) to offer the retreat on a day-use and overnight-use basis to tax-exempt organizations in furtherance of their charitable, educational, religious and public benefit programs; 3) to conserve the 43 acre-site and protect the property from subdivision and development; and 4) to allow the general public to use the retreat and site for cultural, musical, arts and other community public benefit activities.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $322,889
Investment Income $171
Other Revenue $0
TOTAL REVENUE $323,060

Expense Breakdown

Grants Paid $0
Salaries & Benefits $103,109
Fundraising Expenses $0
Program Expenses $289,079
Other Expenses $185,970
TOTAL EXPENSES $289,079

Year-over-Year Comparison

2023 2022 Change
Revenue $323,060 $257,450 +0.3%
Expenses $289,079 $232,748 +0.2%
Net Income $33,981 $24,702 +0.4%
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

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
4
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrew Allen Director 0.50
Director
$0 $0 $0
David Overmyer Director 0.50
Director
$0 $0 $0
Joshua Rafner President 2.00
Officer
$0 $0 $0
Richard Hayes Treasurer 2.50
Officer
$0 $0 $0
Devin Dixon Secretary 0.50
Officer
$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 $323,060 $289,079 $1,560,579 $33,981
2022 $257,450 $232,748 $1,632,999 $24,702
2021 $188,248 $243,006 $1,488,398 $-54,758
2020 $93,281 $256,070 $1,495,996 $-162,789
2019 $534,216 $467,891 $1,494,406 $66,325
2018 $500,931 $435,288 $1,122,371 $65,643
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Ralston White Retreat Foundation with other nonprofits in California and across the country.