Santa Rosa Plateau 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

2004

Legal Domicile

Principal Officer

Shirley Broz

Phone

3144561744

Tax Period

2023-07-01 to 2024-06-30

Santa Rosa Plateau Foundation, founded in 2004, is a small nonprofit in the Science & Technology sector that reported $326K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $282K left a modest 13% surplus.

Mission

Fostering youth environmental stewardship by educating and empowering youth to appreciate, protect and preserve nature.

Program Service Accomplishments

Program 1

Expenses: $211,170 Revenue: $325,637

Programs and events to support children's nature education programs at the Santa Rosa Plateau Ecological Reserve.

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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 $184,461

Program Service Revenue $3,855

Investment Income $0

Other Revenue $137,321

TOTAL REVENUE $325,637

Expense Breakdown

Grants Paid $5,099

Salaries & Benefits $154,977

Fundraising Expenses $4,497

Program Expenses $211,170

Other Expenses $121,601

TOTAL EXPENSES $281,677

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,637	$284,551	+0.1%
Expenses	$281,677	$266,831	+0.1%
Net Income	$43,960	$17,720	+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

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

$64,238

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Velma Hamilton	Director	1.00	Director	$0	$0	$0
Shirley Broz	CFO	10.00	Officer Director	$0	$0	$0
Robert Inman	Vice President	1.00	Officer Director	$0	$0	$0
Chris Rios	Director	1.00	Director	$0	$0	$0
Mary Nickerson	Director	1.00	Director	$0	$0	$0
Harriet Michlin	Director	1.00	Director	$0	$0	$0
Guy Romero	Past President	1.00	Officer Director	$0	$0	$0
Ginger Greaves	Executive Director	40.00	Director	$64,238	$0	$64,238
Austin Linsley	President	1.00	Director	$0	$0	$0
Ginny Kishbauch	Director	2.00	Director	$0	$0	$0
Laurel Miller	Director	1.00	Director	$0	$0	$0
Jeanine Stambersky	Director	2.00	Director	$0	$0	$0
Mike Podegracz	Director	1.00	Director	$0	$0	$0
Sharon Tate	Secretary	2.00	Officer Director	$0	$0	$0
Michael Emerson	Director	1.00	Director	$0	$0	$0
Jared Hartman	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	$325,637	$281,677	$806,179	$43,960
2023	$284,551	$266,831	$764,859	$17,720
2022	$99,711	$184,461	$743,715	$-84,750
2021	$303,597	$160,322	$839,319	$143,275
2020	$290,140	$313,246	$698,066	$-23,106
2019	$766,232	$275,079	$700,369	$491,153