MAVERICKS COMMUNITY FOUNDATION (EIN 474343134) - 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

2015

Legal Domicile

Principal Officer

KELLY HOFFMAN- DAVIS

Phone

6503397424

Tax Period

2024-01-01 to 2024-12-31

MAVERICKS COMMUNITY FOUNDATION, founded in 2015, is a small nonprofit in the Education sector that reported $312K in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $108K, a strong 35% operating margin.

Mission

MAVERICKS COMMUNITY FOUNDATION ENGAGES THE COMMUNITY, DEVELOPS PARTNERSHIPS, AND INSPIRES GIVING TO MAKE A POSITIVE, LASTING IMPACT ON THE SAN MATEO COUNTY COAST.

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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 $234,109

Program Service Revenue $75,774

Investment Income $2,046

Other Revenue $0

TOTAL REVENUE $311,929

Expense Breakdown

Grants Paid $15,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,858

Other Expenses $188,444

TOTAL EXPENSES $203,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,929	$1,030,584	-0.7%
Expenses	$203,744	$999,509	-0.8%
Net Income	$108,185	$31,075	+2.5%

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
MIKE ALIFANO	BOARD MEMBER	5.00	Director	$0	$0	$0
BRIANNE ANGELINI-PHILLIPS	BOARD MEMBER	5.00	Director	$0	$0	$0
KERRY LOBEL	BOARD MEMBER	5.00	Director	$0	$0	$0
LISA GRISIM	TREASURER	5.00	Officer	$0	$0	$0
MARY OLDHAM	VICE PRESIDENT	5.00	Officer	$0	$0	$0
KELLY HOFFMAN-DAVIS	PRESIDENT	5.00	Officer	$0	$0	$0
DIANE BROSIN	SECRETARY	5.00	Officer	$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	$311,929	$203,744	$451,148	$108,185
2023	$1,030,584	$999,509	$340,556	$31,075
2022	$1,139,804	$989,545	$307,107	$150,259
2021	$1,122,821	$1,068,782	$158,095	$54,039
2020	$823,096	$784,538	$102,683	$38,558
2019	$468,403	$446,535	$68,680	$21,868
2018	$363,182	$337,201	$44,354	$25,981

MAVERICKS COMMUNITY FOUNDATION