BAY AREA LYME MAJOR GIFT FUND

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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

2013

Legal Domicile

Principal Officer

LAURE WOODS PRESIDENT

Phone

6505302439

Tax Period

2023-01-01 to 2023-12-31

BAY AREA LYME MAJOR GIFT FUND, founded in 2013, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $4.0M represent 24 months of operating reserves.

Mission

THE BAY AREA LYME MAJOR GIFT FUND HAS BEEN ESTABLISHED TO SUPPORT THE CHARITABLE ACTIVITIES OF CERTAIN SUPPORTED ORGANIZATIONS INCLUDING, BUT NOT LIMITED TO, THE BAY AREA LYME FOUNDATION, WHOSE PURPOSES OR ACTIVITIES INCLUDE THE PREVENTION, CARE, TREATMENT, AND INCREASED PUBLIC AWARENESS OF LYME DISEASE OR OTHER TICK-BORNE DISEASES.

Program Service Accomplishments

Program 1

Expenses: $1,453,922

GRANTS ARE MADE IN SUPPORT OF BAY AREA LYME FOUNDATION AS WELL AS TO OTHER NONPROFIT ORGANIZATIONS FOCUSED ON THE PREVENTION OF AND FINDING A CURE FOR LYME DISEASE; PROMOTES AN INCREASED PUBLIC...

GRANTS ARE MADE IN SUPPORT OF BAY AREA LYME FOUNDATION AS WELL AS TO OTHER NONPROFIT ORGANIZATIONS FOCUSED ON THE PREVENTION OF AND FINDING A CURE FOR LYME DISEASE; PROMOTES AN INCREASED PUBLIC AWARENESS OF SYMPTOMS, TREATMENTS, AND CARE OF INDIVIDUALS WITH LYME DISEASE; AND INCREASES THE ACCESSIBILITY OF CARE AND TREATMENTS FOR THOSE AFFECTED WITH LYME DISEASE. IN 2023 GRANTS IN THE AMOUNT OF $690,000 WERE MADE TO SUPPORT THE OPERATIONS OF LYME DISEASE BIOBANK FOUNDATION, WHOSE FOCUS IS TO ENSURE THAT SCIENTISTS HAVE A COLLECTION OF HUMAN BIOLOGICAL SAMPLES NEEDED TO FACILITATE THE RESEARCH IN THE FIELD OF LYME DISEASE AND OTHER TICK-BORNE INFECTIONS. IN ADDITION, GRANTS OF $462,134 REPRESENT SUPPORT OF THE GRANT AND PREVENTION/AWARENESS PROGRAMS AND GENERAL OPERATIONS OF BAY AREA LYME FOUNDATION.

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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 $2,450,306

Program Service Revenue $0

Investment Income $72,670

Other Revenue $-542,572

TOTAL REVENUE $1,980,404

Expense Breakdown

Grants Paid $1,152,134

Salaries & Benefits $221,422

Fundraising Expenses $494,784

Program Expenses $1,453,922

Other Expenses $589,998

TOTAL EXPENSES $1,963,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,980,404	$1,606,478	+0.2%
Expenses	$1,963,554	$3,145,078	-0.4%
Net Income	$16,850	$-1,538,600	-1.0%

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

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

$259,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA GIAMPA	EXECUTIVE DIRECTOR	17.61	Officer	$0	$9,879	$259,029
LAURE WOODS	PRESIDENT, BOARD OF DIRECTOR	1.0	Officer Director	$0	$0	$0
STEPHEN DUNNE	TREASURER, DIRECTOR	0.1	Officer Director	$0	$0	$0
SUSAN STREHLOW	SECRETARY, DIRECTOR	1.0	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
2024	No data	No data	No data	No data
2023	$1,980,404	$1,963,554	$4,074,929	$16,850
2022	$1,606,478	$3,145,078	$4,048,419	$-1,538,600
2021	$800,467	$2,333,088	$5,899,241	$-1,532,621
2020	$1,997,005	$1,662,947	$7,355,595	$334,058
2019	$6,975,307	$1,890,206	$6,845,140	$5,085,101
2018	$707,008	$1,674,384	$1,853,700	$-967,376