HUMBOLDT AREA FOUNDATION (EIN 237310660) - 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

1972

Legal Domicile

Principal Officer

BRYNA LIPPER

Phone

7074422993

Tax Period

2022-07-01 to 2023-06-30

HUMBOLDT AREA FOUNDATION, founded in 1972, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.9M in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $121.7M represent 98 months of operating reserves.

Mission

THE FOUNDATION'S VISION IS A THRIVING, JUST, HEALTHY AND EQUITABLE REGION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,826,567

Program Service Revenue $407,074

Investment Income $3,684,490

Other Revenue $25,932

TOTAL REVENUE $14,944,063

Expense Breakdown

Grants Paid $8,227,730

Salaries & Benefits $4,498,121

Fundraising Expenses $1,342,733

Program Expenses $12,504,450

Other Expenses $2,820,787

TOTAL EXPENSES $15,546,638

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,944,063	$19,202,493	-0.2%
Expenses	$15,546,638	$14,091,296	+0.1%
Net Income	$-602,575	$5,111,197	-1.1%

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

Volunteers

185

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

$820,829

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYNA LIPPER	CEO	40.00	Officer	$222,300	$29,755	$252,055
GINA ZOTTOLA	VP ADVANCEMENT & PHILAN. INNOVATION	40.00	Officer	$122,600	$25,198	$147,798
SARA DRONKERS	CHIEF OF STAFF	40.00	Officer	$123,050	$20,189	$143,239
LINDSIE BEAR	VP STRATEGY, PROGRAM & COMMS. SOL.	40.00	Officer	$112,677	$30,259	$142,936
SARAH MILLSAP	VP OF FINANCE AND ADMINISTRATION	40.00	Officer	$124,080	$10,721	$134,801
MICHELLE CARRILLO	DIR OF STRATEGY, PGRM & COMM.	40.00	Highest	$104,800	$17,478	$122,278
KEYTRA MEYER	DIR OF ADVANCEMENT & PHILAN, INNOV.	40.00	Highest	$103,100	$18,577	$121,677
JAMES KLOOR	DIRECTOR OF FINANCE AND ADMIN.	40.00	Highest	$102,163	$16,891	$119,054
CHARLEEN JORDAN	CHAIR	4.00	Officer Director	$0	$0	$0
DAVID FINIGAN	VICE CHAIR	2.50	Officer Director	$0	$0	$0
RAQUEL ORTEGA	SECRETARY	2.50	Officer Director	$0	$0	$0
MARY KEEHN	DIRECTOR	2.50	Director	$0	$0	$0
DENNIS RAEL	DIRECTOR	2.50	Director	$0	$0	$0
MARYLYN PAIK NICELY	DIRECTOR	2.50	Director	$0	$0	$0
DINA MOORE	DIRECTOR	2.50	Director	$0	$0	$0
CHRISTINA HUFF	DIRECTOR	2.50	Director	$0	$0	$0
JUDGE ABBY ABINANTI	DIRECTOR	2.50	Director	$0	$0	$0
ALAN NIDIFFER	DIRECTOR	2.50	Director	$0	$0	$0
KEITH FLAMER	DIRECTOR	2.50	Director	$0	$0	$0
ALEX OZAKI-MCNEILL	DIRECTOR	2.50	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$14,944,063	$15,546,638	$160,124,907	$-602,575
2022	$19,202,493	$14,091,296	$149,379,870	$5,111,197
2021	$13,192,449	$12,042,279	$172,334,910	$1,150,170
2020	$12,899,721	$10,053,706	$134,029,100	$2,846,015
2019	$10,535,979	$9,270,571	$132,134,544	$1,265,408
2018	$12,655,343	$8,512,020	$120,451,126	$4,143,323

HUMBOLDT AREA FOUNDATION