North Shattuck Association

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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

2002

Legal Domicile

Phone

5105406444

Tax Period

2023-07-01 to 2024-06-30

North Shattuck Association, founded in 2002, is a small nonprofit that reported $328K in total revenue in fiscal year 2023. Revenue surged 202% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 46% operating margin.

Mission

TO REVITALIZE THE NORTH SHATTUCK COMMUNITY OF BERKELEY, CALIFORNIA.

Program Service Accomplishments

Program 1

DAILY SWEEPING AND MAINTENANCE OF SIDEWALKS AND GUTTERS WITHIN THE DISTRICT. PURCHASE, INSTALL AND MAINTAIN PLANTERS ON SIDEWALKS. PRESENT EVENTS FOR THE COMMUNITY. ADMINISTER COVID 19 BUSINESS...

DAILY SWEEPING AND MAINTENANCE OF SIDEWALKS AND GUTTERS WITHIN THE DISTRICT. PURCHASE, INSTALL AND MAINTAIN PLANTERS ON SIDEWALKS. PRESENT EVENTS FOR THE COMMUNITY. ADMINISTER COVID 19 BUSINESS RELIEF GRANTS FROM THE CITY OF BERKELEY.

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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 $307,823

Program Service Revenue $20,555

Investment Income $11

Other Revenue $0

TOTAL REVENUE $328,389

Expense Breakdown

Grants Paid $1,600

Salaries & Benefits $31,289

Fundraising Expenses $0

Other Expenses $142,458

TOTAL EXPENSES $177,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,389	$108,891	+2.0%
Expenses	$177,222	$189,098	-0.1%
Net Income	$151,167	$-80,207	-2.9%

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
MARGO LOWE	Secretary	2.00	Officer Director	$0	$0	$0
LASZLO TOKES	Vice President	2.00	Officer Director	$0	$0	$0
MARY CANAVAN	Treasurer	2.00	Officer Director	$0	$0	$0
DANIEL HILLARY GOLDSTINE	Director	1.00	Director	$0	$0	$0
KIRK MCCARTHY	President	2.00	Officer Director	$0	$0	$0
PETER LEVITT	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
2024	$328,389	$177,222	$197,690	$151,167
2021	$345,768	$172,107	$183,562	$173,661
2019	$222,472	$201,352	$10,107	$21,120