Half Moon Bay Coastside Community Foundation Inc (EIN 760796851) - 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

2006

Legal Domicile

Principal Officer

Charise McHugh

Phone

6507268380

Tax Period

2018-01-01 to 2018-12-31

Half Moon Bay Coastside Community Foundation Inc, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $29K in total revenue in fiscal year 2018. Revenue surged 195% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 50% operating margin.

Mission

Assistance to the local community. The support and advancement of educational, cultural and economic interests of the Half Moon Bay Coastside community.

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,600

Program Service Revenue $25,299

Investment Income $38

Other Revenue $0

TOTAL REVENUE $28,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,829

Other Expenses $14,554

TOTAL EXPENSES $14,554

Year-over-Year Comparison

	2018	2017	Change
Revenue	$28,937	$9,806	+2.0%
Expenses	$14,554	$10,697	+0.4%
Net Income	$14,383	$-891	-17.1%

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
Charise McHugh	President	5.00	Officer Director	$0	$0	$0
Ginger Minoletti	Chairperson	5.00	Officer Director	$0	$0	$0
Peggy Milne	Vice Chairperson	5.00	Officer Director	$0	$0	$0
Kevin O'Brien	CFO	5.00	Officer Director	$0	$0	$0
Jeannene Minnix-Kingston	Secretary	5.00	Officer Director	$0	$0	$0
Teresa Adam	Director	5.00	Director	$0	$0	$0
Rob Genovesi	Director	5.00	Director	$0	$0	$0
Heidi Kuiper	Director	5.00	Director	$0	$0	$0
Kerry Lobel	Director	5.00	Director	$0	$0	$0
Kelly Davis	Director	5.00	Director	$0	$0	$0
Chris Mickelsen	Director	5.00	Director	$0	$0	$0
Brian Sheppard	Director	5.00	Director	$0	$0	$0
Diane Passen	Director	5.00	Director	$0	$0	$0
Dana Dahl	Director	5.00	Director	$0	$0	$0
Nate Serdy	Director	5.00	Director	$0	$0	$0
Nate Rey	Director	5.00	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
2018	$28,937	$14,554	$36,410	$14,383

Half Moon Bay Coastside Community Foundation Inc