NEWPORT BEACH FOUNDATION (EIN 462413837) - 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

Principal Officer

LILY PEARSON

Phone

9497196100

Tax Period

2023-07-01 to 2024-06-30

NEWPORT BEACH FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2023. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 30% operating margin.

Mission

THE NEWPORT BEACH FOUNDATION IS A NON-PROFIT PHILANTHROPIC ORGANIZATION STRENGTHENING THE CURRENT AND FUTURE COMMUNITY LEADERSHIP THROUGH EDUCATION, RESEARCH AND ADVOCACY THEREBY ENHANCING THE QUALITY OF LIFE FOR ALL RESIDENTS AND VISITORS.

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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 $0

Program Service Revenue $216,625

Investment Income $0

Other Revenue $194

TOTAL REVENUE $216,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,911

Other Expenses $150,911

TOTAL EXPENSES $150,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,819	$88,211	+1.5%
Expenses	$150,911	$59,169	+1.6%
Net Income	$65,908	$29,042	+1.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE STAPLETON	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN KLEIMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANTONELLA CASTRO	CHAIRPERSON	1.00	Director	$0	$0	$0
CHASE RIEF	DIRECTOR	1.00	Director	$0	$0	$0
DEVON WORTMANN	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN MCNULTY	DIRECTOR	1.00	Director	$0	$0	$0
JONATHON CURCI	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS PRYTHERCH	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS FRACE	TREASURER	1.00	Director	$0	$0	$0
GRANT RAWLINS	DIRECTOR	1.00	Director	$0	$0	$0
JAKE JANZ	DIRECTOR	1.00	Director	$0	$0	$0
SHANE MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTIE ACEVEDO	DIRECTOR	1.00	Director	$0	$0	$0
DREW TEICHEIRA	DIRECTOR	1.00	Director	$0	$0	$0
GARY WILLIAMS JR	DIRECTOR	1.00	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	$216,819	$150,911	$114,694	$65,908

NEWPORT BEACH FOUNDATION