LESLIE L SQUIRES FOUNDATION (EIN 382757029) - 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

1987

Legal Domicile

Principal Officer

John R Nicholson

Phone

3135703092

Tax Period

2024-01-01 to 2024-12-31

LESLIE L SQUIRES FOUNDATION, founded in 1987, is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Expenses of $61K exceeded revenue, resulting in a 81% operating deficit.

Mission

Supporting Organization to the Bay Area Community Foundation and the Disability Services Resource Center

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $33,907

Other Revenue $0

TOTAL REVENUE $33,907

Expense Breakdown

Grants Paid $44,670

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,670

Other Expenses $16,776

TOTAL EXPENSES $61,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,907	$32,418	+0.0%
Expenses	$61,446	$89,549	-0.3%
Net Income	$-27,539	$-57,131	-0.5%

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
John R Nicholson	Trustee	1	Officer Director	$0	$0	$0
Ellen Charlebois	Trustee	1	Director	$0	$0	$0
Gary E Bosco	Trustee	1	Director	$0	$0	$0
Becky Smith	Trustee	1	Director	$0	$0	$0
Russell Wittkopp	Trustee	1	Officer 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	$33,907	$61,446	$1,475,803	$-27,539
2023	$32,418	$89,549	$1,347,637	$-57,131
2022	$29,045	$79,819	$1,251,188	$-50,774
2021	$24,074	$102,212	$1,529,484	$-78,138
2020	$26,163	$87,625	$1,453,266	$-61,462

LESLIE L SQUIRES FOUNDATION