SAN MATEO COUNTY LAW LIBRARY FOUNDATION (EIN 812230318) - 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

2016

Legal Domicile

Principal Officer

JEFFREY R LOEW

Phone

6503634913

Tax Period

2024-07-01 to 2025-06-30

SAN MATEO COUNTY LAW LIBRARY FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $123K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 66% operating margin.

Mission

TO ASSIST AND PROMOTE THE SAN MATEO COUNTY LAW LIBRARY THROUGH OUTREACH, FUNDRAISING, ADVOCACY AND VOLUNTEERISM.

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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 $4,335

Program Service Revenue $0

Investment Income $104,867

Other Revenue $13,621

TOTAL REVENUE $122,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $41,839

TOTAL EXPENSES $41,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,823	$99,241	+0.2%
Expenses	$41,839	$43,972	0.0%
Net Income	$80,984	$55,269	+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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
JEFFREY R LOEW	PRESIDENT	2.00	Officer Director	$0	$0	$0
WALTER E SHJEFLO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE DROZ	TREASURER	2.00	Officer Director	$0	$0	$0
CAROLINE BRACCO	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREN D SPARKS	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY WINDSOR	BOARD MEMBER	2.00	Director	$0	$0	$0
DONAVON R MARBLE	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID PACKARD	BOARD MEMBER	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
2025	$122,823	$41,839	$1,593,269	$80,984
2024	$99,241	$43,972	$1,444,307	$55,269
2023	$48,093	$65,463	$1,329,321	$-17,370
2022	$4,486	$40,164	$1,268,620	$-35,678
2021	$177,263	$54,346	$1,269,295	$122,917
2020	$1,071,544	$13,906	$1,051,912	$1,057,638

SAN MATEO COUNTY LAW LIBRARY FOUNDATION