BIG SUR MARATHON FOUNDATION INC (EIN 770048388) - 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

1986

Legal Domicile

Principal Officer

JOSH PRIESTER

Phone

8316256226

Tax Period

2023-01-01 to 2023-12-31

BIG SUR MARATHON FOUNDATION INC, founded in 1986, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2023. The organization ran a surplus of $804K, a strong 18% operating margin.

Mission

TO CREATE BEAUTIFUL RUNNING EVENTS THAT PROMOTE HEALTH AND BENEFIT OUR 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 (2023)

Revenue Breakdown

Contributions & Grants $663,549

Program Service Revenue $3,630,650

Investment Income $103,177

Other Revenue $116,597

TOTAL REVENUE $4,513,973

Expense Breakdown

Grants Paid $429,401

Salaries & Benefits $313,306

Fundraising Expenses $58,095

Program Expenses $3,422,129

Other Expenses $2,967,127

TOTAL EXPENSES $3,709,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,513,973	$4,209,357	+0.1%
Expenses	$3,709,834	$3,544,276	+0.0%
Net Income	$804,139	$665,081	+0.2%

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

2500

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

$232,836

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DINO PICK	CHAIRMAN	5.00	Officer Director	$0	$0	$0
HANK ARMSTRONG	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
JOHN THIBEAU	TREASURER	5.00	Officer Director	$0	$0	$0
MIMI HAHN	SECRETARY	5.00	Officer Director	$0	$0	$0
SHAREN CAREY	DIRECTOR	5.00	Director	$0	$0	$0
HUGO FERLITO	DIRECTOR	5.00	Director	$0	$0	$0
BECKY JONES	DIRECTOR	5.00	Director	$0	$0	$0
TINA LAVORATO	DIRECTOR	5.00	Director	$0	$0	$0
AMANDA LEBOW	DIRECTOR	5.00	Director	$0	$0	$0
WINLI MCANALLY	DIRECTOR	5.00	Director	$0	$0	$0
JOHN MUTTY	DIRECTOR	5.00	Director	$0	$0	$0
DOUG OLDFIELD	DIRECTOR	5.00	Director	$0	$0	$0
MARC PRITCHARD	DIRECTOR	5.00	Director	$0	$0	$0
JON RUSSELL	DIRECTOR	5.00	Director	$0	$0	$0
JOSH PRIESTER	EXECUTIVE DIRECTOR	40.00	Officer	$140,981	$9,679	$150,660
CHRIS BALOG	BUSINESS MGR	40.00	Officer	$81,446	$730	$82,176

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	$4,513,973	$3,709,834	$5,040,954	$804,139
2022	$4,209,357	$3,544,276	$4,204,005	$665,081
2021	$210,477	$560,461	$3,535,944	$-349,984
2020	$1,197,691	$1,315,010	$1,627,150	$-117,319
2019	$4,066,736	$4,036,864	$3,294,911	$29,872
2018	$3,023,821	$3,616,489	$3,665,520	$-592,668

BIG SUR MARATHON FOUNDATION INC