DAGMAR DOLBY 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

2015

Legal Domicile

Principal Officer

RHEA SUH

Phone

4154642500

Tax Period

2024-07-01 to 2025-06-30

DAGMAR DOLBY FUND, founded in 2015, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.7M in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6.3M, a strong 54% operating margin.

Mission

THE ORGANIZATION'S MISSION IS CONSISTENT WITH THE MISSION OF THE SUPPORTED ORGANIZATION, MARIN COMMUNITY FOUNDATION'S MISSION WHICH IS THE FOLLOWING: MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.

Program Service Accomplishments

Program 1

Expenses: $5,333,105

DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE FOUNDATION AWARDED AND APPROVED $4,059,724 IN GRANTS AND PAID $4,000,000.

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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 $11,220,780

Program Service Revenue $0

Investment Income $489,109

Other Revenue $0

TOTAL REVENUE $11,709,889

Expense Breakdown

Grants Paid $4,059,724

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,333,105

Other Expenses $1,372,990

TOTAL EXPENSES $5,432,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,709,889	$27,178,533	-0.6%
Expenses	$5,432,714	$17,657,068	-0.7%
Net Income	$6,277,175	$9,521,465	-0.3%

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

$1,360,776

Total Directors

$786,285

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIKKI GARROD	DIRECTOR	0.50	Director	$0	$73,264	$419,074
JANELLE CAVANAGH	DIRECTOR	0.50	Director	$0	$60,079	$367,211
DAGMAR DOLBY	BOARD CHAIR	0.50	Director	$0	$0	$0
RHEA SUH	PRESIDENT &CEO	1.00	Officer	$0	$60,261	$732,783
LAUREN MCCLELLAND	CFO	1.00	Officer	$0	$51,032	$412,083
ASHLEY SMITH	SECRETARY (THRU 03/25)	1.00	Officer	$0	$57,890	$215,910
ROXANNE RICHARDS	SECRETARY	0.25	Officer	$0	$0	$0
LANI ALO	FORMER DIRECTOR (THRU 12/23)	0.00		$0	$0	$36,400
SA HARTMAN	FORMER CFO (THRU 12/23)	0.00		$0	$0	$495,835

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	$11,709,889	$5,432,714	$114,654,671	$6,277,175
2024	$27,178,533	$17,657,068	$105,968,042	$9,521,465
2023	$38,280,537	$7,147,003	$89,182,673	$31,133,534
2022	$11,873,638	$13,673,823	$40,145,421	$-1,800,185
2021	$8,168,589	$37,112,280	$39,191,926	$-28,943,691
2020	$15,844,790	$16,201,603	$49,923,254	$-356,813
2019	$39,012,022	$20,290,047	$89,549,125	$18,721,975
2018	$105,693,891	$137,493,533	$104,958,791	$-31,799,642