James B McClatchy Foundation

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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

1993

Legal Domicile

Principal Officer

Priscilla Enriquez

Phone

9169799166

Tax Period

2024-07-01 to 2025-06-30

James B McClatchy Foundation, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 4356% from the prior year, signaling strong growth momentum. Expenses of $12.1M exceeded revenue, resulting in a 165% operating deficit.

Mission

We stand with the people of the Central Valley by investing in education and active civic participation in our democracy.

Program Service Accomplishments

Program 1

Expenses: $11,705,147

The James B. McClatchy Foundation's Board has regularly assessed California's Central Valley's landscape and needs over the decadesto determine how best to help its communities. In 2016, it...

The James B. McClatchy Foundation's Board has regularly assessed California's Central Valley's landscape and needs over the decadesto determine how best to help its communities. In 2016, it recognized that the needs of the Central Valley's unique populationswere only increasingto the point that a much greater long-term investment would be needed than what the Foundationcould supply.The Board developed a spend down strategy (the Sunrise Plan) geared toward building a strong, self-sustaining infrastructurethat would generate and support new and current initiatives. The strategys planning accelerated in 2019 and has now developedinto a blueprint for the future. The timeline for this strategy is to spend down JBMFs resources to build the foundation for thisinfrastructure by 2030.The Sunrise Plan is an opportunity for stakeholders and investors to create lasting change far beyond what the Foundation hasthe resources to do. While these initiatives and their results will take shape after the Foundation sunsets in 2030, we are excitedto execute our final stepswalking in harmony with our partners with both rigor and passion to ensure the stage is set for a sunrise of change and sustainability

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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 $3,875,820

Program Service Revenue $0

Investment Income $702,499

Other Revenue $0

TOTAL REVENUE $4,578,319

Expense Breakdown

Grants Paid $10,070,081

Salaries & Benefits $1,122,761

Fundraising Expenses $0

Program Expenses $11,705,147

Other Expenses $929,314

TOTAL EXPENSES $12,122,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,578,319	$102,747	+43.6%
Expenses	$12,122,156	$8,817,404	+0.4%
Net Income	$-7,543,837	$-8,714,657	-0.1%

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

$252,825

Total Directors

$22,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Priscilla Enriquez	CEO	40.00	Officer	$225,000	$15,325	$240,325
Misty A Gereghty	Chief Impact Offcr	40.00		$187,960	$11,700	$199,660
Lisa Burke	Operations Mg'r	40.00		$141,554	$0	$141,554
Madeline Porter	Dir of Grantmaking	40.00		$107,708	$0	$107,708
Geri Yang-Johnson	Secretary	1.00	Officer Director	$3,500	$0	$3,500
Ashley Swearengin	Chair	1.00	Officer Director	$3,000	$0	$3,000
Susan B McClatchy	Vice Chair	2.50	Officer Director	$3,000	$0	$3,000
Jason Bell	Treasurer	1.00	Officer Director	$3,000	$0	$3,000
Joaquin Alvarado	Director	1.00	Director	$3,000	$0	$3,000
Chris Nellum	Director	1.00	Director	$3,000	$0	$3,000
Lucy Ruiz	Director	1.00	Director	$2,000	$0	$2,000
Susanna Cooper	Director	1.00	Director	$2,000	$0	$2,000

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	$4,578,319	$12,122,156	$28,334,327	$-7,543,837
2024	No data	No data	No data	No data
2023	$-1,544,822	$7,331,174	$38,994,873	$-8,875,996
2022	$13,652,508	$8,819,829	$43,795,484	$4,832,679
2021	$3,443,288	$5,463,088	$57,491,792	$-2,019,800
2019	$3,116,747	$1,752,902	$54,752,310	$1,363,845
2018	$4,307,586	$2,278,935	$54,759,760	$2,028,651