SOUTH PACIFIC COUNTY COMMUNITY FOUNDATION (EIN 300752563) - 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

2012

Legal Domicile

Phone

3606655292

Tax Period

2023-01-01 to 2023-12-31

SOUTH PACIFIC COUNTY COMMUNITY FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $203K in total revenue in fiscal year 2023. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 53% operating margin.

Mission

To demonstrate innovative leadership in philanthropy to foster dynamic community. The foundation achieves this by hosting classes for nonprofit organizations and by mangaing donor-directed funds.

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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 (2023)

Revenue Breakdown

Contributions & Grants $194,787

Program Service Revenue $0

Investment Income $7,834

Other Revenue $0

TOTAL REVENUE $202,621

Expense Breakdown

Grants Paid $84,286

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,286

Other Expenses $11,788

TOTAL EXPENSES $96,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,621	$98,138	+1.1%
Expenses	$96,074	$93,226	+0.0%
Net Income	$106,547	$4,912	+20.7%

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
PHIL ALLEN	Director	3.00	Director	$0	$0	$0
KATHY FREITAS	Vice President	3.00	Director	$0	$0	$0
JERRY MACY	Secretary	3.00	Officer Director	$0	$0	$0
JOHN RAMAGE	Director	3.00	Director	$0	$0	$0
STEPHANIE SOTKA	President	0.00	Officer Director	$0	$0	$0
KATHLEEN SAYCE	Treasurer	0.00	Officer Director	$0	$0	$0
FRANK GLENN IV	Director	0.00	Director	$0	$0	$0
NANCY GORSHE	Director	0.00	Director	$0	$0	$0
KENNETH JOHNSON	Director	0.00	Director	$0	$0	$0
MICHELLE SVENDSEN	Director	0.00	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	$202,621	$96,074	$905,333	$106,547
2022	$98,138	$93,226	$703,415	$4,912
2021	$228,150	$139,953	$895,234	$88,197
2020	$150,855	$81,705	$770,154	$69,150
2019	$181,589	$52,422	$542,451	$129,167
2018	$85,659	$44,107	$324,989	$41,552

SOUTH PACIFIC COUNTY COMMUNITY FOUNDATION