DISCOVER POLK COMMUNITY BENEFIT DIS (EIN 831600797) - 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

Tax Period

2022-07-01 to 2023-06-30

DISCOVER POLK COMMUNITY BENEFIT DIS, founded in 2018, is a small nonprofit in the Human Services sector that reported $693K in total revenue in fiscal year 2022.

Mission

Discover Polk Community Benefit Districts primary exempt purpose is to advance the common good, general welfare, and quality of life of all San Franciscans and visitors to San Francisco by enhancing environmental quality and beauty in the District.

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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 $24,318

Program Service Revenue $668,458

Investment Income $0

Other Revenue $0

TOTAL REVENUE $692,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,714

Program Expenses $629,000

Other Expenses $751,855

TOTAL EXPENSES $751,855

Year-over-Year Comparison

	2022	2021	Change
Revenue	$692,776	$705,338	0.0%
Expenses	$751,855	$749,020	+0.0%
Net Income	$-59,079	$-43,682	+0.4%

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

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
Melody Hsu	Board member	1.00	Director	$0	$0	$0
Josie Li	Board member	1.00	Director	$0	$0	$0
Paige Zielinski	Board member	1.00	Director	$0	$0	$0
Andre Torrey	Board member	1.00	Director	$0	$0	$0
Ethel Reddy	Board member	1.00	Director	$0	$0	$0
Chris Gembinski	Board member	1.00	Director	$0	$0	$0
Michael Petricca	Board member	1.00	Director	$0	$0	$0
Ray Bair	Board member	1.00	Director	$0	$0	$0
Michael Anthony	Board member	1.00	Director	$0	$0	$0
Stephen Cornell	Board member	1.00	Director	$0	$0	$0
Bill Poppen	Treasurer	5.00	Officer Director	$0	$0	$0
Judith Roddy	Secretary	2.00	Officer Director	$0	$0	$0
Jake Levinson	President	1.00	Officer 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	$692,776	$751,855	$820,464	$-59,079
2022	$705,338	$749,020	$803,005	$-43,682
2021	$655,067	$502,488	$844,108	$152,579
2020	$653,545	$423,952	$663,989	$229,593
2019	$612,057	$187,861	$427,185	$424,196

DISCOVER POLK COMMUNITY BENEFIT DIS