SUSTAINABLE SAN MATEO COUNTY

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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

1992

Legal Domicile

Principal Officer

TERRY NAGEL

Phone

6509181992

Tax Period

2023-01-01 to 2023-12-31

SUSTAINABLE SAN MATEO COUNTY, founded in 1992, is a small nonprofit in the Environment sector that reported $335K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

SUSTAINABLE SAN MATEO COUNTY HAS TRACKED SUSTAINABILITY PROGESS IN SAN MATEO COUNTY CITIES SINCE 1997. WE HAVE HONORED SUSTAINABILITY CHAMPIONS SINCE 1999 AT OUR ANNUAL AWARDS EVENT, PROVIDED SUSTAINABILITY DATA ABOUT EACH CITY IN OUR COUNTY IN THE INDICATORS REPORT AND SUSTAINABILITY DASHBOARD.

Program Service Accomplishments

Program 1

Expenses: $123,025

INDICATORS FOR A SUSTAINABLE SAN MATEO COUNTYANNUAL REPORT WHICH PROVIDES FACT-BASED INFORMATION ON LOCAL TRENDS IMPACTING OUR ECONOMY, ENVIRONMENT, AND SOCIETY. EACH YEAR WE FOCUS ON ONE...

INDICATORS FOR A SUSTAINABLE SAN MATEO COUNTYANNUAL REPORT WHICH PROVIDES FACT-BASED INFORMATION ON LOCAL TRENDS IMPACTING OUR ECONOMY, ENVIRONMENT, AND SOCIETY. EACH YEAR WE FOCUS ON ONE SUSTAINABILITY TOPIC AND EXAMINE ITS EFFECT ON SAN MATEO COUNTY. SINCE INCEPTION THE REPORT HAS BEEN WELCOMED AS A CREDIBLE SOURCE OF INFORMATION BY GOVERNMENTS, BUSINESSES, CIVIC GROUPS AND NON-PROFITS TO SET GOALS, MEASURE PROGRESS AND PRIORITIZE RESOURCE ALLOCATION. IN 2023 WE EXPLORED THE WELL-BEING OF CHILDREN, YOUTH, AND FAMILIES IN SAN MATEO COUNTY.

Program 2

Expenses: $75,045 Revenue: $130,083

SUSTAINABILITY AWARDSEACH SPRING SSMC CELEBRATES LOCAL SUSTAINABILITY CHAMPIONS AND GREEN BUILDING AWARDS A RECIPIENTS, AND FEATURES THE ALL ELECTRIC LEADERS AWARDS PRESENTED BY PENINSULA CLEAN...

SUSTAINABILITY AWARDSEACH SPRING SSMC CELEBRATES LOCAL SUSTAINABILITY CHAMPIONS AND GREEN BUILDING AWARDS A RECIPIENTS, AND FEATURES THE ALL ELECTRIC LEADERS AWARDS PRESENTED BY PENINSULA CLEAN ENERGY. THE AWARDS EVENT HAS BEEN HELD ANNUALLY SINCE 1999.2023 AWARDEES: SUSTAINABILITY: DIANE BAILEY, TOM KABAT, REDWOOD HIGH SCHOOL, SEI GREEN BUILDING: BURLINGAME COMMUNITY CENTERYOUTH COMMENDATION: ALEX WAGONFELD

Program 3

Expenses: $50,030

SUSTAINABILITY DASHBOARDSSMC'S SUSTAINABILITY DASHBOARD TRACKS PROGRESS BY CITIES IN SAN MATEO COUNTY BY MEASURING 30 KEY PERFORMACE MEASURES. THE SUSTAINABILITY DASHBOARD EMPOWERS LOCAL GOVERNMENTS, COMMUNITY ORGANIZATIONS, RESIDENTS AND MEDIA WITH COMPREHENSIVE SUSTAINABILITY METRICS FOR EACH OF SAN MATEO COUNTY'S 20 CITIES AND UNINCORPORATED AREAS. THE DASHBOARD PROVIDES CURRENT DATA ON SUSTAINABILITY, MONITORS PROGRESS, ALLOWING CITIES TO COMPARE AND MONITOR THEIR PROGRESS.

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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 $235,958

Program Service Revenue $0

Investment Income $5,161

Other Revenue $94,344

TOTAL REVENUE $335,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $247,898

Fundraising Expenses $0

Program Expenses $248,100

Other Expenses $100,512

TOTAL EXPENSES $348,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$335,463	$309,429	+0.1%
Expenses	$348,410	$170,351	+1.0%
Net Income	$-12,947	$139,078	-1.1%

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

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

$89,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY NAGEL	BOARD CHAIR	30.00	Officer	$0	$0	$0
KIRSTEN KEITH	BOARD VICE CHAIR	3.00	Officer	$0	$0	$0
SEAMUS MURPHY	SECRETARY	1.00	Officer	$0	$0	$0
BARBARA MCHUGH	TREASURER	5.00	Officer	$0	$0	$0
JOHN CROWELL	DIRECTOR	5.00	Director	$0	$0	$0
VERONICA ESCAMEZ	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE FOX CARLOS	DIRECTOR	5.00	Director	$0	$0	$0
GEORGI LABERGE	DIRECTOR	5.00	Director	$0	$0	$0
MARK OLBERT	DIRECTOR	5.00	Director	$0	$0	$0
SARAH PRESCOTT	DIRECTOR	3.00	Director	$0	$0	$0
RUSSELL MILLER	DIRECTOR	3.00	Director	$0	$0	$0
TERRY NAGEL	INTERIM EXEC. DIRECTOR	40.00	Director	$28,296	$0	$28,296
SARAH HUBBARD	EXECUTIVE DIRECTOR	40.00	Director	$61,271	$0	$61,271

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	No data	No data	No data	No data
2023	$335,463	$348,410	$401,646	$-12,947
2022	$309,429	$170,351	$390,736	$139,078
2021	$230,628	$129,565	$251,558	$101,063