SOL OF SAN MATEO COUNTY (EIN 512159348) - 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

1994

Legal Domicile

Principal Officer

JENNY SMITH

Phone

6504836485

Tax Period

2023-07-01 to 2024-06-30

SOL OF SAN MATEO COUNTY, founded in 1994, is a small nonprofit in the Mental Health sector that reported $190K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

TO ASSIST COMMUNITIES IN REACHING THEIR POTENTIAL BY PROVIDING MENTAL HEALTH FUNDING TO PEOPLE IN NEED

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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 $24,037

Program Service Revenue $0

Investment Income $215

Other Revenue $165,540

TOTAL REVENUE $189,792

Expense Breakdown

Grants Paid $165,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,142

Other Expenses $25,142

TOTAL EXPENSES $190,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,792	$219,630	-0.1%
Expenses	$190,142	$208,676	-0.1%
Net Income	$-350	$10,954	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY KELL	Vice President	5.00	Director	$0	$0	$0
NANCY MINNIG	Vice President	7.50	Director	$0	$0	$0
DEBORAH HIRTH	Treasurer	5.00	Director	$0	$0	$0
JOCELYN SWANSON	Secretary	2.00	Director	$0	$0	$0
JENNY SMITH	MEMBERSHIP	2.50	Director	$0	$0	$0
DIANE ELCAN	PUBLICIST	5.00	Director	$0	$0	$0
ALEXANDRA STRAMBI	CO-PRESIDENT	20.00	Officer	$0	$0	$0
SARA FURRER	CO-PRESIDENT	10.00	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	$189,792	$190,142	$32,434	$-350
2023	$219,630	$208,676	$32,784	$10,954
2022	$183,195	$179,067	$23,002	$4,128
2021	$109,844	$118,331	$16,739	$-8,487
2020	$148,010	$139,984	$25,226	$8,026
2019	$174,234	$192,085	$17,200	$-17,851

SOL OF SAN MATEO COUNTY