NEUBAUER FAMILY CHARITABLE TRUST CO SILICON VALLEY COMMUNITY FOUNDATION (EIN 813609752) - 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

Phone

6504505400

Tax Period

2023-01-01 to 2023-12-31

Mission

To make grants in support of charitable and educational activities

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $9,325,536

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,454,323

Other Expenses $449,179

TOTAL EXPENSES $9,774,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$4,085,000	-1.0%
Expenses	$9,774,715	$11,891,380	-0.2%
Net Income	N/A	$-7,806,380	N/A

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

$2,689,776

Total Directors

$2,689,776

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Treasurer (as of 12/23)	0.5	Officer Director	$0	$65,778	$595,974
N/A	Secretary (Thru 12/23)	0.5	Officer Director	$0	$67,599	$522,502
N/A	Chairman	0.5	Officer Director	$0	$0	$0
N/A	Treasurer (Thru 10/23)	0.5	Officer Director	$0	$56,497	$374,110
N/A	Secretary (as of 10/23)	0.5	Officer Director	$0	$86,617	$1,197,190

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	No data	No data	No data	No data
2023	No data	$9,774,715	$296,320,504	No data
2022	$4,085,000	$11,891,380	$311,618,519	$-7,806,380
2021	$23,995,522	$18,457,705	$307,054,683	$5,537,817
2020	$7,592,000	$14,720,647	$264,599,452	$-7,128,647
2019	$79,643,401	$16,323,837	$248,149,523	$63,319,564
2018	$41,966,692	$16,930,629	$164,409,660	$25,036,063

NEUBAUER FAMILY CHARITABLE TRUST CO SILICON VALLEY COMMUNITY FOUNDATION