Tiburon Peninsula Foundation (EIN 237035666) - 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

1969

Legal Domicile

Principal Officer

David Holscher

Phone

4154355219

Tax Period

2024-01-01 to 2024-12-31

Tiburon Peninsula Foundation, founded in 1969, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $89K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $591K represent 80 months of operating reserves.

Mission

Preserve, protect and enhance life on the Tiburon Peninsula

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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 $58,809

Program Service Revenue $0

Investment Income $29,825

Other Revenue $0

TOTAL REVENUE $88,634

Expense Breakdown

Grants Paid $53,485

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,032

Other Expenses $36,547

TOTAL EXPENSES $90,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,634	$174,366	-0.5%
Expenses	$90,032	$92,526	0.0%
Net Income	$-1,398	$81,840	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Petey Stein	Board Member	5.00	Director	$0	$0	$0
David Holscher	Board Member	5.00	Officer Director	$0	$0	$0
Elizabeth Green Kilgore	Board Member	5.00	Director	$0	$0	$0
Ed Lynch	Board Member	5.00	Director	$0	$0	$0
Arlene Nielsen	Board Member	5.00	Director	$0	$0	$0
Jim Wood	Board Member	5.00	Director	$0	$0	$0
Julia Shumelda	Board Member	5.00	Director	$0	$0	$0
Emmett ODonnell	Board Member	5.00	Director	$0	$0	$0
Devin Stroman	President	5.00	Officer Director	$0	$0	$0
Jeff Slavitz	Board Member	5.00	Officer Director	$0	$0	$0
Steve Maisel	Board Member	5.00	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	$88,634	$90,032	$591,152	$-1,398
2023	$174,366	$92,526	$545,603	$81,840

Tiburon Peninsula Foundation