COMMUNITY FOUNDATION FOR SAN BENITO COUNTY (EIN 770312582) - 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

1992

Legal Domicile

Principal Officer

CHANG SO

Phone

8316301924

Tax Period

2023-11-01 to 2024-10-31

COMMUNITY FOUNDATION FOR SAN BENITO COUNTY, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $8.3M exceeded revenue, resulting in a 89% operating deficit.

Mission

TO BUILD A PERMANENT ENDOWMENT TO PROVIDE GRANTS AND ASSISTANCE TO DEVELOP AND STRENGTHEN LOCAL NON-PROFIT ORGANIZATIONS IN SAN BENITO COUNTY

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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 $3,898,451

Program Service Revenue $0

Investment Income $485,023

Other Revenue $0

TOTAL REVENUE $4,383,474

Expense Breakdown

Grants Paid $6,727,189

Salaries & Benefits $722,880

Fundraising Expenses $80,332

Program Expenses $7,429,564

Other Expenses $826,171

TOTAL EXPENSES $8,276,240

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,383,474	$12,281,339	-0.6%
Expenses	$8,276,240	$19,469,025	-0.6%
Net Income	$-3,892,766	$-7,187,686	-0.5%

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

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

$213,078

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VINCE BRIGANTINO	DIRECTOR	1.00	Director	$0	$0	$0
ALAN CLARK	SECRETARY	2.00	Officer Director	$0	$0	$0
DAMON FELICE	DIRECTOR	2.00	Director	$0	$0	$0
PHIL FORTINO	DIRECTOR	2.00	Director	$0	$0	$0
MIKE GRACE	CFO/TREASURER	2.00	Officer Director	$0	$0	$0
FERNANDO GONZALEZ	PAST CHAIR	10.00	Director	$0	$0	$0
DOHN LARSON	DIRECTOR	2.00	Director	$0	$0	$0
MICKIE SOLORIO LUNA	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLEY MEAMBER	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA MEDEIROS WOLF	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRENT REDMOND	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ALLISON ROHNERT	DIRECTOR	2.00	Director	$0	$0	$0
BILL TIFFANY	DIRECTOR	2.00	Director	$0	$0	$0
GERRY WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
CHANG SO	CHAIR	10.00	Officer Director	$0	$0	$0
JOSE ZEPEDA	DIRECTOR	0.00	Director	$0	$0	$0
LARRY BARR	DIRECTOR	0.00	Director	$0	$0	$0
MARGIE BARRIOS	DIRECTOR	0.00	Director	$0	$0	$0
GARY BYRNE	PRESIDENT/CEO	40.00	Officer	$168,875	$44,203	$213,078

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	$4,383,474	$8,276,240	$28,769,994	$-3,892,766
2023	$12,281,339	$19,469,025	$30,110,958	$-7,187,686
2022	$13,594,682	$6,134,107	$35,557,098	$7,460,575
2021	$12,270,201	$2,725,466	$31,134,359	$9,544,735
2020	$14,221,099	$7,575,260	$19,603,133	$6,645,839
2019	$4,296,481	$8,713,095	$12,565,389	$-4,416,614
2018	$8,649,552	$2,627,637	$16,511,562	$6,021,915

COMMUNITY FOUNDATION FOR SAN BENITO COUNTY