Laguna Beach Community Foundation (EIN 206390272) - 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

2004

Legal Domicile

Principal Officer

Thomas P Davis

Phone

9497158223

Tax Period

2024-01-01 to 2024-12-31

Laguna Beach Community Foundation, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $48K in total revenue in fiscal year 2024. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $332K exceeded revenue, resulting in a 590% operating deficit.

Mission

The Laguna Beach Community Foundation strengthens our community by encouraging philanthropy. We provide expertise and resources to assist local charities, connect donor passions with nonprofit needs, and work with local professional advisors in assisting their clients in giving now and beyond their lifetimes with a legacy gift.

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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 $11,230

Program Service Revenue $36,957

Investment Income $0

Other Revenue $0

TOTAL REVENUE $48,187

Expense Breakdown

Grants Paid $305,380

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $307,440

Other Expenses $27,060

TOTAL EXPENSES $332,440

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,187	$779,048	-0.9%
Expenses	$332,440	$624,878	-0.5%
Net Income	$-284,253	$154,170	-2.8%

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
N/A	Trustee	1.00		$0	$0	$0
N/A	Trustee	1.00		$0	$0	$0
N/A	Trustee	1.00		$0	$0	$0
Tom Davis	Chairman of the Board	10.00	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	$48,187	$332,440	$781,394	$-284,253
2023	$779,048	$624,878	$1,065,647	$154,170
2022	$125,668	$786,463	$911,477	$-660,795
2021	$1,072,561	$2,485,618	$1,572,272	$-1,413,057
2020	$7,898,597	$4,913,268	$2,985,329	$2,985,329
2019	$2,005	$6,469	No data	$-4,464
2018	$4,593	$184,086	$4,464	$-179,493

Laguna Beach Community Foundation