ST DAVID'S FOUNDATION COMMUNITY FUND (EIN 742898888) - 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

1998

Legal Domicile

Principal Officer

CARA ABAZARI

Phone

5128796600

Tax Period

2023-01-01 to 2023-12-31

ST DAVID'S FOUNDATION COMMUNITY FUND, founded in 1998, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $11.8M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 45% operating margin.

Mission

PROVIDES NEEDS-BASED SCHOLARSHIPS TO STUDENTS PURSUING HEALTHCARE (SEE SCHEDULE O) CAREERS AND CONTROLS HEALTHCARE FACILITIES.

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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 $902,236

Program Service Revenue $10,312,000

Investment Income $547,732

Other Revenue $11,307

TOTAL REVENUE $11,773,275

Expense Breakdown

Grants Paid $2,121,290

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,486,906

Other Expenses $4,395,569

TOTAL EXPENSES $6,516,859

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,773,275	$8,185,238	+0.4%
Expenses	$6,516,859	$5,493,783	+0.2%
Net Income	$5,256,416	$2,691,455	+1.0%

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

251

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

$784,133

Total Directors

$655,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD B BURGER	CHAIR	1.35	Director	$0	$33,583	$635,771
RODNEY S BOND	DIRECTOR	1.00	Director	$0	$0	$10,000
BARBARA PORTER	DIRECTOR	1.00	Director	$0	$0	$10,000
CARA ABAZARI	PRESIDENT	1.00	Officer	$0	$43,325	$256,869
TAYLOR GUTIERREZ	SECRETARY	28.00	Officer	$0	$29,215	$121,122
AMY VAUGHAN	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$40,614	$406,142

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	No data	No data	No data	No data
2023	$11,773,275	$6,516,859	$60,365,413	$5,256,416
2022	$8,185,238	$5,493,783	$58,718,230	$2,691,455
2021	$7,913,769	$4,951,182	$59,614,660	$2,962,587
2020	$473,233	$9,736,212	$44,628,358	$-9,262,979
2019	$9,424,068	$4,682,624	$53,936,537	$4,741,444
2018	$3,652,851	$2,888,302	$50,729,755	$764,549

ST DAVID'S FOUNDATION COMMUNITY FUND