THE PALO ALTO COMMUNITY FUND (EIN 770483215) - 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

SUSAN FIELDS BAILEY

Phone

6506900370

Tax Period

2023-07-01 to 2024-06-30

THE PALO ALTO COMMUNITY FUND, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 34% operating margin.

Mission

THE PALO ALTO COMMUNITY FUND FOCUSES ON THE UNIQUE NEEDS OF OUR COMMUNITY AND CHANNELS CHARITABLE GIVING OF LOCAL DONORS TO EFFECTIVE ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE FOR EVERYONE IN PALO ALTO, EAST PALO ALTO AND MENLO PARK.

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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 $2,935,027

Program Service Revenue $0

Investment Income $326,101

Other Revenue $48,018

TOTAL REVENUE $3,309,146

Expense Breakdown

Grants Paid $1,725,000

Salaries & Benefits $256,079

Fundraising Expenses $237,178

Program Expenses $1,875,651

Other Expenses $218,313

TOTAL EXPENSES $2,199,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,309,146	$2,750,605	+0.2%
Expenses	$2,199,392	$2,140,770	+0.0%
Net Income	$1,109,754	$609,835	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA VAN DUSEN	EXECUTIVE DIRECTOR	30.00		$121,777	$0	$121,777
MATTHEW CASPARI	Secretary	10.00	Officer Director	$0	$0	$0
GEORGIA FAROOQ	Director	1.00	Director	$0	$0	$0
SIGRID PINSKY	President	20.00	Officer Director	$0	$0	$0
STEVE EMSLIE	Director	1.00	Director	$0	$0	$0
SUSAN FIELDS BAILEY	Vice President	10.00	Officer Director	$0	$0	$0
BECKY BEACOM	Director	1.00	Director	$0	$0	$0
DIANE DOWNEND	Treasurer	10.00	Officer Director	$0	$0	$0
KRISTINE S ERVING	Director	1.00	Director	$0	$0	$0
MASHA KORSUNSKY FISCH	Director	1.00	Director	$0	$0	$0
ANNE FRAHN	Director	1.00	Director	$0	$0	$0
SALLY HEWLETT	Director	1.00	Director	$0	$0	$0
SHERYL KLEIN	Director	1.00	Director	$0	$0	$0
KULLY KOONER	Director	1.00	Director	$0	$0	$0
FRED MONDRAGON	Director	1.00	Director	$0	$0	$0
JANE RYTINA	Director	1.00	Director	$0	$0	$0
PETER O'RIORDAN	Director	5.00	Director	$0	$0	$0
ANNA WARING	Director	1.00	Director	$0	$0	$0
MIKE ALCHECK	Director	1.00	Director	$0	$0	$0
LAUREN WILLIAMS	Director	1.00	Director	$0	$0	$0
YAEL GOSHEN	Director	1.00	Director	$0	$0	$0
SEJAL KAMANI	Director	1.00	Director	$0	$0	$0
BARBARA SIH KLAUSNER	Director	1.00	Director	$0	$0	$0
MIRIAM YUPANQUI	Director	1.00	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
2025	No data	No data	No data	No data
2024	$3,309,146	$2,199,392	$11,175,831	$1,109,754
2023	$2,750,605	$2,140,770	$9,114,646	$609,835
2022	$2,446,259	$2,019,917	$7,737,850	$426,342
2021	$3,228,428	$1,403,897	$8,561,095	$1,824,531
2020	$1,750,154	$2,039,363	$6,926,825	$-289,209
2018	$822,369	$591,550	$6,825,189	$230,819

THE PALO ALTO COMMUNITY FUND