SONOMA PARADISO FOUNDATION

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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

2007

Legal Domicile

Principal Officer

ELIZABETH BROWN

Phone

7075794073

Tax Period

2018-01-01 to 2018-12-18

Mission

THE SONOMA PARADISO FOUNDATION IS COMMITTED TO TAKING A LEAD ROLE IN ENSURING THE HEALTH, EDUCATION, WELFARE AND QUALITY OF LIFE OF THE CHILDREN OF SONOMA COUNTY.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

PROMOTE THE WELLBEING OF CHILDREN AND YOUTH IN SONOMA COUNTY AND BEYOND. THE ORGANIZATION DISSOLVED IN 2018 AND NO ACTIVITY WAS CONDUCTED.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	N/A	$2,729	-1.0%
Expenses	N/A	$2,729	-1.0%
Net Income	N/A	$0	N/A

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

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

$257,666

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA BANKE	CHAIR	1.00	Officer Director	$0	$0	$0
CONNIE CODDING	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TONI MCWILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID VOSS	TREASURER	1.00	Officer Director	$0	$0	$0
MARCY SMOTHERS	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN CUSHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH BROWN	BOARD MEMBER	1.00	Director	$0	$19,930	$257,666

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
2018	No data	No data	No data	No data