FOUNDATION FOR SAN MATEO COUNTY LIBRARIES (EIN 831472500) - 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

2018

Legal Domicile

Principal Officer

LINDSEY FREELAND

Phone

6503125296

Tax Period

2022-07-01 to 2023-06-30

FOUNDATION FOR SAN MATEO COUNTY LIBRARIES, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $183K in total revenue in fiscal year 2022. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $87K, a strong 47% operating margin.

Mission

PROMOTE THE LONG-TERM FINANCIAL HEALTH AND SUCCESS OF SAN MATEO COUNTY LIBRARIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $176,256

Program Service Revenue $0

Investment Income $7,065

Other Revenue $0

TOTAL REVENUE $183,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,248

Other Expenses $96,254

TOTAL EXPENSES $96,254

Year-over-Year Comparison

	2022	2021	Change
Revenue	$183,321	$381,502	-0.5%
Expenses	$96,254	$139,298	-0.3%
Net Income	$87,067	$242,204	-0.6%

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
SONIA ESCOBAR	TREASURER	1.00	Officer Director	$0	$0	$0
JARRETT JESSUP	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTOPHER FOSTER	SECRETARY	1.00	Officer Director	$0	$0	$0
TANYA BEAT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
IRENE CHEN	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
ANGEL HAIGHT	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
DIANNE KEEN-KIM	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
MUHAMMAD UMAIR SHAIKH	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
DONNA ESTRIN	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
COLLEEN VOS	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
CAITI BUSCH	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
SARA E JANZEN	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
RITU THAKER	BOARD OF TRUSTEE	1.00	Director	$0	$0	$0
PAUL WU	BOARD OF TRUSTEE	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	No data	No data	No data	No data
2023	$183,321	$96,254	$515,484	$87,067
2022	$381,502	$139,298	$439,449	$242,204
2021	$173,083	$231,021	$186,703	$-57,938
2020	$125,820	$28,487	$244,151	$97,333
2019	$152,125	$5,307	$147,306	$146,818

FOUNDATION FOR SAN MATEO COUNTY LIBRARIES