Sausalito Village (EIN 465231809) - 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

2014

Legal Domicile

Principal Officer

Patrica Smith

Phone

4153323325

Tax Period

2025-01-01 to 2025-12-31

Sausalito Village, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $117K in total revenue in fiscal year 2025. The organization ran a surplus of $38K, a strong 32% operating margin.

Mission

Offering seniors a network of volunteer services, events and community activities to prevent isolation and support independent living

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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 (2025)

Revenue Breakdown

Contributions & Grants $109,925

Program Service Revenue $0

Investment Income $7,331

Other Revenue $0

TOTAL REVENUE $117,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,195

Other Expenses $79,403

TOTAL EXPENSES $79,403

Year-over-Year Comparison

	2025	2024	Change
Revenue	$117,256	$116,795	+0.0%
Expenses	$79,403	$77,886	+0.0%
Net Income	$37,853	$38,909	0.0%

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

N/A

Volunteers

140

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
Patricia Smith	Board Chair President	28.00	Officer Director	$0	$0	$0
Joyce Alexander	Secretary	4.00	Officer Director	$0	$0	$0
Belle Stafford	Treasurer	7.00	Officer Director	$0	$0	$0
Flo Hoylman	Board Member	5.00	Director	$0	$0	$0
Felicity Kirsch	Board Member	5.00	Director	$0	$0	$0
Lisa Brinkmann	Board Member	5.00	Director	$0	$0	$0
Gale Brewer	Board Member	13.00	Director	$0	$0	$0
Jacky Spencer-Davies	Board Member	8.00	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
2025	$117,256	$79,403	$317,902	$37,853
2024	$116,795	$77,886	$280,495	$38,909
2023	$203,679	$92,973	$241,348	$110,706

Sausalito Village