YERBA BUENA COMMUNITY BENEFIT DISTRICT (EIN 800304869) - 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

2008

Legal Domicile

Principal Officer

SCOTT ROWITZ

Phone

4159194049

Tax Period

2024-07-01 to 2025-06-30

YERBA BUENA COMMUNITY BENEFIT DISTRICT, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 11% surplus.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS AND VISITORS IN THE YERBA BUENA NEIGHBORHOOD AND SAN FRANCISCO WITH CLEAN AND SAFE SERVICES, PUBLIC REALM IMPROVEMENTS, EVENTS, AND ACTIVATIONS, AND SUPPORTING OTHER ORGANIZATIONS WORKING TO IMPROVE THE NEIGHBORHOOD.

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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 $1,234,905

Program Service Revenue $3,642,123

Investment Income $187,043

Other Revenue $0

TOTAL REVENUE $5,064,071

Expense Breakdown

Grants Paid $187,813

Salaries & Benefits $757,837

Fundraising Expenses $59,223

Program Expenses $3,887,611

Other Expenses $3,550,057

TOTAL EXPENSES $4,495,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,064,071	$4,060,007	+0.2%
Expenses	$4,495,707	$3,717,660	+0.2%
Net Income	$568,364	$342,347	+0.7%

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

$235,106

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL GORDON	CHAIR	2.00	Officer Director	$0	$0	$0
ANITA ENGLES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
WILLIAM CLEMENTS	SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
JOHN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
SIMON BERTRANG	DIRECTOR	1.00	Director	$0	$0	$0
KEN BUKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CARRILLO	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE CLIFTON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
DESI DANGANAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DE PALM	DIRECTOR	1.00	Director	$0	$0	$0
OPIO DUPREE	DIRECTOR	1.00	Director	$0	$0	$0
MATT FIELD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL FRENTSOS	DIRECTOR (THROUGH 1/2025)	1.00	Director	$0	$0	$0
SEVE GHOSE	DIRECTOR	1.00	Director	$0	$0	$0
DULCINEA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
TED GRAFF	DIRECTOR (THROUGH 7/2024)	1.00	Director	$0	$0	$0
KATHARINE GREENBAUM	DIRECTOR (THROUGH 1/2025)	1.00	Director	$0	$0	$0
ANDREW HENNIS	DIRECTOR (THROUGH 1/2025)	1.00	Director	$0	$0	$0
CRISTINA IBARRA	DIRECTOR	1.00	Director	$0	$0	$0
MARIA KELLY	DIRECTOR	1.00	Director	$0	$0	$0
LISA KIRVIN	DIRECTOR (THROUGH 1/2025)	1.00	Director	$0	$0	$0
LINDSEY LEE	DIRECTOR	1.00	Director	$0	$0	$0
AARON LIMA	DIRECTOR (THROUGH 1/2025)	1.00	Director	$0	$0	$0
LAUREN MAGBOO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MERRITT	DIRECTOR	1.00	Director	$0	$0	$0
LEONIE PATRICK	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SEDER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SHEEHY	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA SHIN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE VAN'T HUL	DIRECTOR	1.00	Director	$0	$0	$0
MARK VANDERWIELEN	DIRECTOR (THROUGH 1/2025)	1.00	Director	$0	$0	$0
LAURENCE WIENER	DIRECTOR	1.00	Director	$0	$0	$0
VIKTORIYA WISE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ROWITZ	EXECUTIVE DIRECTOR	40.00	Officer	$215,621	$19,485	$235,106
CONSTANCE CAVALLAS	DEPUTY DIRECTOR	40.00	Highest	$152,500	$13,361	$165,861
JILL LINWOOD	DIRECTOR OF EXTERNAL AFFAIRS	40.00	Highest	$119,423	$3,980	$123,403

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	$5,064,071	$4,495,707	$8,203,470	$568,364
2024	$4,060,007	$3,717,660	$5,366,262	$342,347
2023	$3,693,657	$3,972,751	$5,052,979	$-279,094
2022	$3,466,781	$3,428,025	$5,026,110	$38,756
2021	$3,227,036	$3,233,509	$5,027,382	$-6,473
2020	$3,252,636	$3,361,315	$4,965,627	$-108,679
2019	$3,412,029	$3,008,516	$5,083,530	$403,513

YERBA BUENA COMMUNITY BENEFIT DISTRICT