THE PLEASANT HILL COMMUNITY FOUNDATION (EIN 680108026) - 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

2006

Legal Domicile

Principal Officer

JULIAN ZARAGOZA

Phone

9259170095

Tax Period

2024-07-01 to 2025-06-30

THE PLEASANT HILL COMMUNITY FOUNDATION, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $91K in total revenue in fiscal year 2024. Revenue surged 463% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 57% operating margin.

Mission

THE MISSION OF THE PLEASANT HILL COMMUNITY FOUNDATION IS TO STREGTHEN COMMUNITY ORGANIZATIONS, BUILD ENDOWMENT FUNDS TO MEET ONGOING AND FUTURE NEEDS AND OFFER FLEXIBLE TAX-DEDUCTIBLE OPTIONS FOR GIVING AT ALL LEVELS.

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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 $82,644

Program Service Revenue $0

Investment Income $8,053

Other Revenue $0

TOTAL REVENUE $90,697

Expense Breakdown

Grants Paid $20,702

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,719

Other Expenses $18,665

TOTAL EXPENSES $39,367

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,697	$16,113	+4.6%
Expenses	$39,367	$80,427	-0.5%
Net Income	$51,330	$-64,314	-1.8%

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

N/A

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
JIM BONATO	DIRECTOR	1.00	Director	$0	$0	$0
RON QUINN	DIRECTOR	1.00	Director	$0	$0	$0
DEREK WURST	SECRETARY	1.00	Director	$0	$0	$0
JULIAN ZARAGOZA	TREASURER	2.00	Officer Director	$0	$0	$0
JACKIE PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
BOB BERGGREN	DIRECTOR	1.00	Director	$0	$0	$0
BETTY GEISHERT CANTRELL	PRESIDENT	2.00	Director	$0	$0	$0
SHEILA CORTUVO	SECRETARY	2.00	Officer Director	$0	$0	$0
ALOMA LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
KATRINA HUNN	VICE PRESIDENT	2.00	Officer Director	$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	$90,697	$39,367	$480,253	$51,330
2024	No data	No data	No data	No data
2023	$14,970	$37,809	$417,742	$-22,839
2022	$40,682	$28,396	$409,553	$12,286
2021	$34,288	$31,411	$478,066	$2,877

THE PLEASANT HILL COMMUNITY FOUNDATION