SANTA CLARA COUNTY REALTORS FOUNDA… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

JENNIFER RUTHERFORD

Phone

4084458500

Tax Period

2024-01-01 to 2024-12-31

SANTA CLARA COUNTY REALTORS FOUNDATION, founded in 1990, is a small nonprofit in the Youth Development sector that reported $170K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 53% operating margin.

Mission

THE FOUNDATION INVESTS IN THE COMMUNITY BY HELPING NONPROFIT ORGANIZATIONS THAT FOCUS ON GIVING TO HOUSING, EDUCATION, OUR COMMUNITIES, SOCIAL SERVICES AND DISASTER RELIEF.

Program Service Accomplishments

Program 1

Expenses: $13,050

CAN TREE SCHOLARSHIP GOLF TOURNAMENT & BANQUET - 80 ATTENDEES. PURPOSE WAS TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS TO LOCAL SOUTH COUNTY YOUTH. SCHOLARSHIP GRANTS WERE GIVEN OUT TO 11 LOCAL YOUTH.

Program 2

Expenses: $43,684

FOUNDATION GOLF TOURNAMENT - GOLF TOURNAMENT & BANQUET - 136 ATTENDEES. PURPOSE WAS TO RAISE FUNDS FOR THE FOUNDATION GENERAL FUND TO COMPLETE ITS MISSION: TO BRING ORGANIZED REAL ESTATE TOGETHER BY INVESTING IN OUR NEIGHBORHOODS WITH COMPASSION, FORESIGHT, AND ACTION. TO UNITE REALTORS INTO MAKING A DIFFERENCE BY HELPING FAMILIES, REVITALIZING OUR COMMUNITIES, AND ASSISTING IN DISASTER RELIEF. GRANTS GIVEN OUT TO 19 CHARITIES IN 2024.

Program 3

Expenses: $14,562

SMALLER FUNDRAISER PROFITS GRANTED OUT IE HOMELESS CHALLENGE AND PUMPKIN EVENT. GENERAL CONTRIBUTIONS AND GRANTS GIVEN OUT TO MULTIPLE CHARITIES AS APPROVED BY THE GRANT COMMITTEE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $170,502

Program Service Revenue $0

Investment Income $6,856

Other Revenue $-7,219

TOTAL REVENUE $170,139

Expense Breakdown

Grants Paid $69,251

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,296

Other Expenses $10,904

TOTAL EXPENSES $80,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,139	$114,259	+0.5%
Expenses	$80,155	$195,954	-0.6%
Net Income	$89,984	$-81,695	-2.1%

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

$281,740

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER RUTHERFORD	DIRECTOR/CHAIR	1.50	Officer Director	$0	$0	$0
SANDEE SHELDON	DIRECTOR/VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ANNA LOPEZ	DIRECTOR/TREASURER	1.50	Officer Director	$0	$0	$0
JENA LOCKWOOD	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
JENN VAN GUNDY	DIRECTOR	1.00	Officer Director	$0	$0	$0
EMMA BIGGE	DIRECTOR	1.00	Officer Director	$0	$0	$0
VINCE TRAC	DIRECTOR	1.00	Officer Director	$0	$0	$0
DENNIS NOSS	DIRECTOR	1.00	Officer Director	$0	$0	$0
DONALD D'ARCY	DIRECTOR	1.00	Director	$0	$0	$0
ERIC JOYCE	DIRECTOR	1.00	Director	$0	$0	$0
LEYLA REZAKHANI	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK TAITAGUE	DIRECTOR	1.00	Director	$0	$0	$0
AMITAVA CHAKRABORTY	DIRECTOR	1.00	Director	$0	$0	$0
NEIL COLLINS	CEO	1.00	Officer	$0	$18,542	$281,740

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	$170,139	$80,155	$356,390	$89,984
2023	$114,259	$195,954	$261,119	$-81,695
2022	$146,134	$146,794	$334,318	$-660
2021	$103,876	$81,075	$354,999	$22,801

SANTA CLARA COUNTY REALTORS FOUNDATION