CALAVERAS COMMUNITY FOUNDATION (EIN 680472056) - 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

2001

Legal Domicile

Principal Officer

TERRY BEAUDOIN

Phone

2097361845

Tax Period

2024-01-01 to 2024-12-31

CALAVERAS COMMUNITY FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $289K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $2.7M represent 112 months of operating reserves.

Mission

TO FACILITATE AND DEVELOP PHILANTHROPY AND GRANT MAKING AND TO TAKE OTHER ACTIONS FOR THE BENEFIT OF THE COMMUNITIES OF CALAVERAS 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 (2024)

Revenue Breakdown

Contributions & Grants $232,558

Program Service Revenue $0

Investment Income $56,489

Other Revenue $0

TOTAL REVENUE $289,047

Expense Breakdown

Grants Paid $254,522

Salaries & Benefits $0

Fundraising Expenses $155

Program Expenses $254,522

Other Expenses $40,700

TOTAL EXPENSES $295,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,047	$247,315	+0.2%
Expenses	$295,222	$240,707	+0.2%
Net Income	$-6,175	$6,608	-1.9%

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

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
LINDA MCCALL KANGETER	PRESIDENT EMERITUS	4.00	Officer Director	$0	$0	$0
CHRISTY MAYNARD	GRANTS CHAIR	5.00	Director	$0	$0	$0
MARY JANE GENOCHIO	DIRECTOR	2.00	Director	$0	$0	$0
TERRY BEAUDOIN	PRESIDENT	20.00	Officer Director	$0	$0	$0
MERITA CALLAWAY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LUNSFORD	WEBSITE CHAIR	3.00	Director	$0	$0	$0
BERNADETTE CATTANEO	DIRECTOR	1.00	Director	$0	$0	$0
TERRI TANNER	SCHOLARSHIP CHAIR	5.00	Director	$0	$0	$0
PAUL GOLDBERG	BLOOD DRIVE CAHIR	4.00	Director	$0	$0	$0
DEGGIE MCGEE	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE MCMURRAY	DIRECTOR	2.00	Director	$0	$0	$0
DON STUMP	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
2025	No data	No data	No data	No data
2024	$289,047	$295,222	$2,687,348	$-6,175
2023	$247,315	$240,707	$2,392,752	$6,608
2022	$161,280	$218,727	$2,289,498	$-57,447
2021	$496,059	$189,295	$2,581,196	$306,764
2020	$326,232	$296,686	$2,111,971	$29,546
2019	$299,512	$223,229	$1,953,790	$76,283
2018	$744,654	$289,996	$1,601,459	$454,658

CALAVERAS COMMUNITY FOUNDATION