MARIN LEADERSHIP FOUNDATION

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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

2019

Legal Domicile

Principal Officer

STEPHANIE KIRBY PLANTE

Phone

4154544163

Tax Period

2023-07-01 to 2024-06-30

MARIN LEADERSHIP FOUNDATION, founded in 2019, is a micro nonprofit in the Education sector that reported $16K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

SUPPORT MARIN LEADERSHIP FOUNDATION EDUCATIONAL AND CHARITABLE ACTIVITIES; ADMINISTRATION AND EXECUTION OF A CHARITABLE SAN RAFAEL SMALL BUSINESS COVID-19 DISASTER RELIEF PROGRAM; FISCAL SPONSOR FOR THE SAN RAFAEL LEADERSHIP INSTITUTE 2023 CLASS PROJECT, AS DESCRIBED IN THE RESPONSE TO PART III, LINE 4A.

Program Service Accomplishments

Program 1

LEADERSHIP INSTITUTE CLASS PROJECT FISCAL SPONSORSHIP:THE ORGANIZATION ACTED AS FISCAL SPONSOR FOR THE CLASS PROJECT OF THE 2023 CLASS OF THE SAN RAFAEL LEADERSHIP INSTITUTE ("SRLI"). SRLI IS CIVIC AND ORGANIZATIONAL LEADERSHIP DEVELOPMENT EDUCATIONAL PROGRAM CONDUCTED BY THE SAN RAFAEL CHAMBER OF COMMERCE, A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION, EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). THE SRLI PROGRAM IS CONDUCTED OVER A NINE MONTH PERIOD EACH YEAR. PRIOR TO GRADUATION, EACH SRLI CLASS DEVELOPS AND EXECUTES A CHARITABLE CLASS PROJECT. ON BEHALF OF THIS REPORTING ORGANIZATION, THE SRLI CLASS SOLICITED MONETARY CONTRIBUTIONS TO PROMOTE CREATING A HEALTHY, SUSTAINABLE, INCLUSIVE, AND RESILIENT COMMUNITY. LOCAL ARTISTS INSTALLED ART ON COMMUNITY UTILITY BOXES FOCUSING ON THE PILLARS OF ADVOCACY, DIVERSITY, EQUITY, HEALTH, INCLUSION, SUSTAINABILITY, ECONOMIC VITALITY, WORKFORCE DEVELOPMENT, TRANSPORATION, VOLUNTEER ENGAGEMENT, AFFORDABLE HOUSING, AND DISASTER PREPAREDNESS. EACH BOX HAS A QR CODE INCORPORATED INTO THE DESIGN LINKING AGENCIES THAT PERTAIN TO THE TOPIC. THERE WERE 6 UTILITY BOXES THROUGHOUT THE CITY OF SAN RAFAEL SELECTED FOR THE PROJECT.

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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 $15,630

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,630

Expense Breakdown

Grants Paid $5,775

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,841

Other Expenses $10,175

TOTAL EXPENSES $15,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,630	$11,400	+0.4%
Expenses	$15,950	$8,613	+0.9%
Net Income	$-320	$2,787	-1.1%

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
STEPHANIE KIRBY PLANTE	PRESIDENT AND DIRECTOR	0.10	Officer Director	$0	$0	$0
MICHELE R HASSID	TREASURER AND DIRECTOR	0.10	Officer Director	$0	$0	$0
PAUL JENSEN	SECRETARY AND DIRECTOR	0.10	Officer Director	$0	$0	$0
ANDREW MCCULLOUGH	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT DEVINCENZI	DIRECTOR	0.10	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
2024	$15,630	$15,950	$10,888	$-320
2023	$11,400	$8,613	$11,208	$2,787
2022	$9,165	$4,094	$10,726	$5,071
2021	$16,590	$16,454	$3,350	$136