AVILA BEACH COMMUNITY FOUNDATION

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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

Phone

8052340855

Tax Period

2023-01-01 to 2023-12-31

AVILA BEACH COMMUNITY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $338K in total revenue in fiscal year 2023. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 68% operating margin.

Mission

TO PROVIDE PUBLIC BENEFIT TO THE COMMUNITY OF AVILA BEACH, SAN LUIS OBISPO COUNTY, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $88,975 Revenue: $338,091

TO ACCEPT DONATIONS AND FUND PROJECTS FOR THE ENHANCEMENT AND BETTERMENT OF THE AVILA BEACH 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 $19,645

Program Service Revenue $0

Investment Income $318,446

Other Revenue $0

TOTAL REVENUE $338,091

Expense Breakdown

Grants Paid $63,497

Salaries & Benefits $0

Fundraising Expenses $6,276

Program Expenses $88,975

Other Expenses $43,987

TOTAL EXPENSES $107,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$338,091	$150,822	+1.2%
Expenses	$107,484	$633,317	-0.8%
Net Income	$230,607	$-482,495	-1.5%

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

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
BARBARA NICHOLSON	President	2.00	Officer Director	$0	$0	$0
SAUL GOLDBERG	Vice President	2.00	Officer Director	$0	$0	$0
ELLEN PITROWSKI	Secretary	2.00	Officer Director	$0	$0	$0
PATRICK CORRIGAN	Trustee	2.00	Officer Director	$0	$0	$0
BEV AHO	Trustee	2.00	Director	$0	$0	$0
LUCINDA BORCHARD	Trustee	2.00	Director	$0	$0	$0
JOE CARADONNA	Trustee	2.00	Director	$0	$0	$0
PERCY JONES	Trustee	2.00	Director	$0	$0	$0
PAUL PRATHER	Trustee	2.00	Director	$0	$0	$0
DEBRA PRITCHARD	Trustee	2.00	Director	$0	$0	$0
RICHARD ZACKY	Trustee	2.00	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
2023	$338,091	$107,484	$2,491,145	$230,607
2022	$150,822	$633,317	$2,260,538	$-482,495
2021	$279,267	$99,729	$2,743,033	$179,538
2020	$264,909	$110,666	$2,563,495	$154,243
2019	$413,704	$139,832	$2,408,352	$273,872