SONOMA COUNTY COMMUNITY FOUNDATION (EIN 680003212) - 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

1983

Legal Domicile

Principal Officer

OSCAR CHAVEZ

Phone

7075794073

Tax Period

2023-01-01 to 2023-12-31

SONOMA COUNTY COMMUNITY FOUNDATION, founded in 1983, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.8M in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $23.5M exceeded revenue, resulting in a 49% operating deficit.

Mission

WE CONNECT PEOPLE, IDEAS AND RESOURCES TO BENEFIT THE LIVES OF THOSE WHO LIVE IN SONOMA COUNTY.

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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 $10,994,738

Program Service Revenue $378,045

Investment Income $4,398,821

Other Revenue $961

TOTAL REVENUE $15,772,565

Expense Breakdown

Grants Paid $19,877,506

Salaries & Benefits $1,810,086

Fundraising Expenses $377,596

Program Expenses $21,447,039

Other Expenses $1,835,434

TOTAL EXPENSES $23,523,026

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,772,565	$38,302,725	-0.6%
Expenses	$23,523,026	$21,975,458	+0.1%
Net Income	$-7,750,461	$16,327,267	-1.5%

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

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

$472,468

Total Directors

$68,656

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET RAMATICI	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINA HOLLINGSWORTH	TREASURER	3.00	Officer Director	$0	$0	$0
RALPH LEWIN	DIRECTOR	1.00	Director	$0	$0	$0
KIT DRISCOLL	DIRECTOR	1.00	Director	$0	$0	$0
LISA CARRENO	DIRECTOR	1.00	Director	$0	$0	$0
TEEJAY LOWE	DIRECTOR	1.00	Director	$0	$0	$0
ALAN PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
DEBERAH KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
AIKO-SOPHIE EZAKI	DIRECTOR	1.00	Director	$0	$0	$0
AKASH KALIA	DIRECTOR	1.00	Director	$0	$0	$0
DALE WANNEN	DIRECTOR	1.00	Director	$0	$0	$0
THELIA WADE	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DAVIS-LOWELL	CHAIR & INTERIM CEO (THRU 4/5/23)	40.00	Officer Director	$68,656	$0	$68,656
OSCAR CHAVEZ	PRESIDENT & CEO	40.00	Officer	$217,482	$2,419	$219,901
MARK GEARY	INTERIM VP FOR FINANCE	40.00	Officer	$154,810	$29,101	$183,911
KRISTIN NELSON	INTERIM VP FOR DEV	40.00	Highest	$149,361	$10,558	$159,919

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	No data	No data	No data	No data
2023	$15,772,565	$23,523,026	$219,418,080	$-7,750,461
2022	$38,302,725	$21,975,458	$202,602,973	$16,327,267
2021	$31,190,414	$19,492,557	$227,314,167	$11,697,857
2020	$31,300,834	$25,765,701	$206,510,762	$5,535,133
2019	$22,423,580	$19,834,816	$184,521,909	$2,588,764
2019	$22,423,580	$19,834,816	$184,521,909	$2,588,764
2018	$24,069,149	$17,684,864	$163,843,026	$6,384,285

SONOMA COUNTY COMMUNITY FOUNDATION