LIBERTY HILL FOUNDATION (EIN 510181191) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

SHANE GOLDSMITH

Phone

3235567200

Tax Period

2023-10-01 to 2024-09-30

LIBERTY HILL FOUNDATION, founded in 1976, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $26.1M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

LIBERTY HILL IS A LABORATORY FOR SOCIAL CHANGE PHILANTHROPY. WE LEVERAGE THE POWER OF COMMUNITY ORGANIZERS, DONOR ACTIVISTS AND ALLIES TO ADVANCE SOCIAL JUSTICE THROUGH STRATEGIC INVESTMENT IN GRANTS, LEADERSHIP TRAINING AND CAMPAIGNS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,280,225

Program Service Revenue $0

Investment Income $812,405

Other Revenue $0

TOTAL REVENUE $26,092,630

Expense Breakdown

Grants Paid $9,737,082

Salaries & Benefits $6,182,877

Fundraising Expenses $1,044,383

Program Expenses $21,053,177

Other Expenses $11,222,785

TOTAL EXPENSES $27,142,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,092,630	$27,591,849	-0.1%
Expenses	$27,142,744	$30,059,254	-0.1%
Net Income	$-1,050,114	$-2,467,405	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$760,416

Total Directors

Key Employees

$833,137

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGEL ROBERSON-DANIELS	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY ANN BRAUBACH	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
PAULA LITT	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH PILLSBURY	BOARD EMERITUS	2.00	Director	$0	$0	$0
MITCHELL SINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
AMELIA WILLIAMSON	BOARD CO-CHAIR	2.00	Officer Director	$0	$0	$0
MARTA FERRO	BOARD MEMBER	2.00	Director	$0	$0	$0
TIMOTHY SILARD	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL HERNANDEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
JON CHRISTENSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER ITO	BOARD MEMBER	2.00	Director	$0	$0	$0
BELEN VARGAS	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE HERMELIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHIMICA GASKINS	BOARD MEMBER	2.00	Director	$0	$0	$0
VERONICA FLORES	BOARD MEMBER	2.00	Director	$0	$0	$0
SHANE GOLDSMITH	PRESIDENT & CEO	40.00	Officer	$295,310	$26,900	$322,210
JACK MCCURLEY	SR VP, CHIEF OF PEOPLE & ADVANCEMENT	40.00	Officer	$221,308	$21,833	$243,141
WINONA DORRIS	PAST CFO	40.00	Officer	$174,159	$20,906	$195,065
ANGELA REYES	CFO	40.00	Officer	$0	$0	$0
COURTNEY KASSEL	CCO	40.00	Key Emp	$182,211	$22,343	$204,554
JULIO MARCIAL	SENIOR VP, PROGRAMS	40.00	Key Emp	$195,440	$29,556	$224,996
ALMAS T SAYEED	VP, PUBLIC PARTNERSHIPS	40.00	Key Emp	$186,761	$19,998	$206,759
STEPHANIE MESONES ALVARADO	VICE PRESIDENT, ADVANCEMENT	40.00	Key Emp	$172,393	$24,435	$196,828
MICHELE PRITCHARD-LANE	SENIOR DIRECTOR, STRATEGIC INITIATIVES	40.00	Highest	$132,552	$41,776	$174,328
CHARLETTE WILBURN	SENIOR DIRECTOR, PEOPLE OPERATIONS	40.00	Highest	$189,599	$21,768	$211,367
EVELYN L BOONE	CONTROLLER	40.00	Highest	$177,545	$25,541	$203,086
ANGELO LOGAN	SR. DIRECTOR, ENVIRONMENTAL & CLIMATE JUSTICE	40.00	Highest	$165,762	$22,044	$187,806
SHELLEY MACKAY	SENIOR PHILANTHROPY ADVISOR	40.00	Highest	$127,184	$16,394	$143,578

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	$26,092,630	$27,142,744	$32,499,044	$-1,050,114
2023	$27,591,849	$30,059,254	$33,588,800	$-2,467,405
2022	$39,001,414	$26,286,599	$31,813,855	$12,714,815
2021	$26,116,303	$24,717,648	$22,845,623	$1,398,655
2020	$16,427,935	$20,783,107	$20,257,000	$-4,355,172
2019	$18,606,215	$15,368,257	$22,282,320	$3,237,958
2018	$14,755,987	$11,075,994	$19,495,909	$3,679,993

LIBERTY HILL FOUNDATION