POINT FOUNDATION (EIN 841582086) - 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

2001

Legal Domicile

Principal Officer

JORGE VALENCIA

Phone

8338876462

Tax Period

2024-07-01 to 2025-06-30

POINT FOUNDATION, founded in 2001, is a community nonprofit in the Education sector that reported $9.1M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $1.7M, a strong 18% operating margin.

Mission

SUPPORTS THE EDUCATIONAL ASPIRATIONS OF LGBTQ+ AND ALLY STUDENTS

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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 $8,129,794

Program Service Revenue $0

Investment Income $1,005,145

Other Revenue $-5,810

TOTAL REVENUE $9,129,129

Expense Breakdown

Grants Paid $2,304,286

Salaries & Benefits $3,377,052

Fundraising Expenses $592,386

Program Expenses $6,405,413

Other Expenses $1,679,463

TOTAL EXPENSES $7,443,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,129,129	$10,043,390	-0.1%
Expenses	$7,443,481	$6,741,374	+0.1%
Net Income	$1,685,648	$3,302,016	-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

Independent Members

Employees

Volunteers

670

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

$844,058

Total Directors

Key Employees

$267,666

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER LICHTENTHAL	CO-CHAIR	6.00	Officer Director	$0	$0	$0
BEN HARMAN	CO-CHAIR	6.00	Officer Director	$0	$0	$0
CHRISTOPHER NIZER	CO-VICE CHAIR	6.00	Officer Director	$0	$0	$0
KELLY HORTON	CO-VICE CHAIR	6.00	Officer Director	$0	$0	$0
BRIAN DENT	TREASURER	6.00	Officer Director	$0	$0	$0
JENNA GAMBARO	SECRETARY	6.00	Officer Director	$0	$0	$0
AARON LEIFER	BOARD MEMBER	3.00	Director	$0	$0	$0
ALAN GUNO	BOARD MEMBER THRU 2024-07	3.00	Director	$0	$0	$0
ALEXIA KORBERG	BOARD MEMBER LOA BEGINNING 2025-04	3.00	Director	$0	$0	$0
ANDREW CARAVELLA	BOARD MEMBER	3.00	Director	$0	$0	$0
ANTHONY YU	BOARD MEMBER	3.00	Director	$0	$0	$0
BEN KOZUB	BOARD MEMBER	3.00	Director	$0	$0	$0
CALEN OUELLETTE	BOARD MEMBER	3.00	Director	$0	$0	$0
CARL STREED	BOARD MEMBER LOA BEGINNING 2025-04	3.00	Director	$0	$0	$0
CELINA GERBIC	BOARD MEMBER	3.00	Director	$0	$0	$0
CHRIS GO	BOARD MEMBER	3.00	Director	$0	$0	$0
DIANA GRESHTCHUK	BOARD MEMBER	3.00	Director	$0	$0	$0
EDDIE SANTOS	BOARD MEMBER THRU 2025-03	3.00	Director	$0	$0	$0
GABRIELLA BENSUR	BOARD MEMBER BEGINNING 2024-10	3.00	Director	$0	$0	$0
GLENN EVANS	BOARD MEMBER	3.00	Director	$0	$0	$0
HILLARY SUPER	BOARD MEMBER	3.00	Director	$0	$0	$0
JASON RUDMAN	BOARD MEMBER BEGINNING 2024-10	3.00	Director	$0	$0	$0
JERRY ROJAS	BOARD MEMBER	3.00	Director	$0	$0	$0
JIM HOLMES	BOARD MEMBER	3.00	Director	$0	$0	$0
MARK PERRIN	BOARD MEMBER BEGINNING 2024-07	3.00	Director	$0	$0	$0
MARNIE MERRIAM	BOARD MEMBER	3.00	Director	$0	$0	$0
MATT BARBEY	BOARD MEMBER THRU 2025-05	3.00	Director	$0	$0	$0
MEGAN HASTINGS	BOARD MEMBER THRU 2025-01	3.00	Director	$0	$0	$0
MELISSE SHABAN	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHAEL MATTHEWS	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHELLE ADAMS	BOARD MEMBER	3.00	Director	$0	$0	$0
PAUL THOMAS	BOARD MEMBER	3.00	Director	$0	$0	$0
PETER LEASE	BOARD MEMBER	3.00	Director	$0	$0	$0
RON VALDEZ	BOARD MEMBER BEGINNING 2024-07	3.00	Director	$0	$0	$0
RYAN WOOTTEN	BOARD MEMBER	3.00	Director	$0	$0	$0
SARAH MADEY	BOARD MEMBER THRU 2024-07	3.00	Director	$0	$0	$0
SETH PERSILY	BOARD MEMBER	3.00	Director	$0	$0	$0
STACEY SMITHERS	BOARD MEMBER THRU 2025-04	3.00	Director	$0	$0	$0
JORGE VALENCIA	EXECUTIVE DIRECTOR & CEO	70.00	Officer	$349,951	$29,079	$379,030
SCOTT ARNESON	CFO	50.00	Officer	$222,730	$6,915	$229,645
KEVIN WRIGHT	CHIEF OF STAFF	50.00	Officer	$219,189	$16,194	$235,383
EDWIN PELTO	CHIEF DEVELOPMENT OFFICER	50.00	Key Emp	$247,462	$20,204	$267,666
WILLIAM DEVERS	SR DIR OF DEVELOPMENT	40.00	Highest	$145,932	$14,516	$160,448
DARRIN J WILSTED	DIR OF EXECUTIVE AFFAIRS/B	40.00	Highest	$113,945	$21,525	$135,470
SUSAN L FERRIS	DIR OF HR AND FINANCE	40.00	Highest	$113,872	$19,899	$133,771
JANE MILLER RENNERT	DIRECTOR OF CORPORATE & FOUNDATION RELATIONS	40.00	Highest	$101,203	$19,625	$120,828
MARGAUX COWDEN	CHIEF OF PROGRAM	50.00		$113,405	$0	$113,405

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	$9,129,129	$7,443,481	$26,487,734	$1,685,648
2024	$10,043,390	$6,741,374	$24,207,626	$3,302,016
2023	$10,563,939	$5,696,160	$20,236,201	$4,867,779
2022	$5,979,243	$4,873,686	$15,200,510	$1,105,557
2021	$8,735,569	$4,314,373	$15,285,214	$4,421,196
2020	$4,398,098	$3,585,561	$10,217,046	$812,537
2019	$3,498,086	$4,218,806	$9,223,627	$-720,720

POINT FOUNDATION