Martinez Community Foundation (EIN 680315828) - 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

Stuart McCullough

Phone

9253726286

Tax Period

2022-07-01 to 2023-06-30

Martinez Community Foundation, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $19K in total revenue in fiscal year 2022. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $17K left a modest 11% surplus.

Mission

The mission of the Martinez Community Foundation is to promote, champion and enhance a high quality of life in the entire Martinez community through funding of projects and programs benefiting the present and future residents of Martinez.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,126

Program Service Revenue $0

Investment Income $10,212

Other Revenue $0

TOTAL REVENUE $19,338

Expense Breakdown

Grants Paid $9,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,482

Other Expenses $8,003

TOTAL EXPENSES $17,253

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,338	$37,836	-0.5%
Expenses	$17,253	$18,888	-0.1%
Net Income	$2,085	$18,948	-0.9%

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

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
Stuart McCullough	President	1.00	Officer Director	$0	$0	$0
Catherine R Ivers	Secretary	1.00	Officer Director	$0	$0	$0
Margaret E Carter	Director	1.00	Director	$0	$0	$0
Thomas P Greerty	Director	1.00	Director	$0	$0	$0
Peter M Jurichko	Treasurer	1.00	Officer Director	$0	$0	$0
Tania Brugger	Director	1.00	Director	$0	$0	$0
Marta Van Loan	Director	1.00	Director	$0	$0	$0
Stephen Andrews	Director	1.00	Director	$0	$0	$0
Lucinda Cartwright	Director	1.00	Director	$0	$0	$0
Suzanne Chapot	Director	1.00	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
2023	$19,338	$17,253	$472,099	$2,085
2022	$25,836	$6,888	$470,014	$18,948
2021	$83,560	$41,367	$451,066	$42,193
2020	$3,135	$22,167	$408,873	$-19,032

Martinez Community Foundation