COASTAL COMMUNITY FOUNDATION (EIN 330216692) - 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

1986

Legal Domicile

Principal Officer

KRISTI YANOVER

Phone

7609429245

Tax Period

2024-01-01 to 2024-07-15

COASTAL COMMUNITY FOUNDATION, founded in 1986, is a small nonprofit that reported $479K in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $777K exceeded revenue, resulting in a 62% operating deficit.

Mission

THE FOUNDATION HELPS DONORS WITH THEIR CHARITABLE GOALS AND OFFERS GRANTMAKING PROGRAMS THAT SUPPORT NONPROFITS , PRIMARILY IN NORTH 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 (2024)

Revenue Breakdown

Contributions & Grants $276,416

Program Service Revenue $74,356

Investment Income $111,753

Other Revenue $15,985

TOTAL REVENUE $478,510

Expense Breakdown

Grants Paid $536,875

Salaries & Benefits $99,559

Fundraising Expenses $27,266

Program Expenses $716,196

Other Expenses $140,102

TOTAL EXPENSES $776,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$478,510	$1,411,012	-0.7%
Expenses	$776,536	$1,296,226	-0.4%
Net Income	$-298,026	$114,786	-3.6%

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

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

$64,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETE IVERSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROBERT GRISWOLD	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
RODGER SMITH	SECRETARY	3.00	Officer Director	$0	$0	$0
KRISTI YANOVER	TREASURER	3.00	Officer Director	$0	$0	$0
KAREN DUNCAN BONNER	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVE CLEMONS	BOARD MEMBER	2.00	Director	$0	$0	$0
BILL COX	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA HALL	BOARD MEMBER	2.00	Director	$0	$0	$0
GABE KOFF	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEXANDRA KWOKA	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY LEVINE	BOARD MEMBER	2.00	Director	$0	$0	$0
KATRINA DODSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL STRAUSS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN KELTING	BOARD MEMBER	2.00	Director	$0	$0	$0
LANE MACY KIEFABER	EXECUTIVE DIRECTOR	40.00	Officer	$64,000	$0	$64,000

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	$478,510	$776,536	No data	$-298,026
2023	$1,411,012	$1,296,226	$10,166,430	$114,786
2022	$1,103,691	$1,533,040	$9,503,718	$-429,349
2021	$3,232,132	$1,314,155	$11,103,800	$1,917,977
2020	$1,803,353	$1,319,553	$8,117,417	$483,800
2019	$1,311,900	$1,114,225	$7,332,697	$197,675
2018	$1,320,722	$906,676	$6,292,363	$414,046

COASTAL COMMUNITY FOUNDATION