COSTA MESA COMMUNITY FOUNDATION (EIN 311663803) - 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

1998

Principal Officer

LISA SCHULTZ

Phone

7147544950

Tax Period

2018-07-01 to 2019-06-30

COSTA MESA COMMUNITY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $265K in total revenue in fiscal year 2018. The organization ran a surplus of $155K, a strong 59% operating margin.

Mission

SEE THE ATTACHED EXPLANATION.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $250,998

Program Service Revenue $0

Investment Income $5,404

Other Revenue $8,243

TOTAL REVENUE $264,645

Expense Breakdown

Grants Paid $15,525

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,504

Other Expenses $93,777

TOTAL EXPENSES $109,302

Year-over-Year Comparison

	2018	2017	Change
Revenue	$264,645	N/A	N/A
Expenses	$109,302	N/A	N/A
Net Income	$155,343	N/A	N/A

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

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
LISA SCHULTZ	PRESIDENT	N/A	Director	$0	$0	$0
NICHOLE SCOTT	VICE PRESIDE	N/A	Director	$0	$0	$0
MARY FEWEL	TREASURY	N/A	Director	$0	$0	$0
JOJO CROWLEY	SECRETARY	N/A	Director	$0	$0	$0
DEAN ABERNATHY	BOARD OF DIR	N/A	Director	$0	$0	$0
GERARD LADALARDO	BOARD OF DIR	N/A	Director	$0	$0	$0
JESUS PEREZ	BOARD OF DIR	N/A	Director	$0	$0	$0
MIKE CAREY	BOARD OF DIR	N/A	Director	$0	$0	$0
ALI HAYES	BOARD OF DIR	N/A	Director	$0	$0	$0
CELIA RIOS	BOARD OF DIR	N/A	Director	$0	$0	$0
ROSARIO REYES	BOARD OF DIR	N/A	Director	$0	$0	$0
ANDREW NIELSON	BOARD OF DIR	N/A	Director	$0	$0	$0
LINDA TENNO	BOARD OF DIR	N/A	Director	$0	$0	$0
KAREN URSINI	ASSOCIATE	N/A	Director	$0	$0	$0
MATT VORONA	ASSOCIATE	N/A	Director	$0	$0	$0
LEA LOWE	ASSOCIATE	N/A	Director	$0	$0	$0
JENNIFER CHRIST	CITY LIAISON	N/A	Director	$0	$0	$0
ASHLEY THOMAS	CITY LIAISON	N/A	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
2019	$264,645	$109,302	$411,605	$155,343

COSTA MESA COMMUNITY FOUNDATION