Marin Charitable Association (EIN 237115841) - 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

1964

Legal Domicile

Phone

4158706656

Tax Period

2023-01-01 to 2023-12-31

Marin Charitable Association, founded in 1964, is a small nonprofit that reported $371K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 48% operating margin.

Mission

Marin Charitable raises monies in order to provide grants to nonprofit organizations with programs serving school aged children within Marin County.

🔒

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 $325,564

Program Service Revenue $6,144

Investment Income $39,149

Other Revenue $0

TOTAL REVENUE $370,857

Expense Breakdown

Grants Paid $167,550

Salaries & Benefits $0

Fundraising Expenses $9,174

Program Expenses $167,840

Other Expenses $24,212

TOTAL EXPENSES $191,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,857	$211,816	+0.8%
Expenses	$191,762	$359,508	-0.5%
Net Income	$179,095	$-147,692	-2.2%

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

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
Dawn Shalhoup	President	2.00	Officer Director	$0	$0	$0
Jennifer Forbeck	EVP	2.00	Officer Director	$0	$0	$0
Miriam Burke	VP Communications	2.00	Officer Director	$0	$0	$0
Jane Hartman	VP Fund Dev.	2.00	Officer Director	$0	$0	$0
Tina Wolk	Treasurer	2.00	Officer Director	$0	$0	$0
Cynthia Samson	Recording Secretary	2.00	Officer Director	$0	$0	$0
Sara Walker	Board Director	2.00	Director	$0	$0	$0
Jenny Kelly	Board Director	2.00	Director	$0	$0	$0
Joyce Thornton	Board Director	2.00	Director	$0	$0	$0
Jenny Terry	Board Director	2.00	Director	$0	$0	$0
Jessica Berry	Board Director	2.00	Director	$0	$0	$0
Carol Price	Board Director	2.00	Director	$0	$0	$0
Kris McCarten	Board Director	2.00	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	No data	No data	No data	No data
2023	$370,857	$191,762	$638,081	$179,095
2022	$211,816	$359,508	$463,330	$-147,692
2021	$271,848	$209,876	$277,840	$61,972
2020	$272,828	$239,948	$215,869	$32,880
2019	$216,967	$226,712	$174,939	$-9,745
2018	$243,496	$223,175	$184,683	$20,321

Marin Charitable Association