Community Foundation of San Carlos (EIN 842531005) - 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

2019

Legal Domicile

Principal Officer

Linda Garvey

Phone

6503393128

Tax Period

2024-07-01 to 2025-06-30

Community Foundation of San Carlos, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $499K in total revenue in fiscal year 2024. The organization ran a surplus of $197K, a strong 39% operating margin.

Mission

THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH AND COMMUNITY EVENTS.

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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 $195,530

Program Service Revenue $0

Investment Income $303,960

Other Revenue $0

TOTAL REVENUE $499,490

Expense Breakdown

Grants Paid $200,566

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,222

Other Expenses $101,980

TOTAL EXPENSES $302,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$499,490	$481,279	+0.0%
Expenses	$302,546	$179,560	+0.7%
Net Income	$196,944	$301,719	-0.3%

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
Linda Garvey	President	30.00	Officer Director	$0	$0	$0
Will Strohl	VP	4.00	Officer Director	$0	$0	$0
MICHAEL CAMPBELL	Director	6.00	Director	$0	$0	$0
PATRICIA LOVE	Director	2.00	Director	$0	$0	$0
Randy Rae	Treasurer	3.00	Officer Director	$0	$0	$0
SANDY KRAFT	DIRECTOR	3.00	Director	$0	$0	$0
Lena Silberman	Secretary	2.00	Officer Director	$0	$0	$0
Julie Wynn	DIRECTOR	12.00	Director	$0	$0	$0
Jessica YANG	DIRECTOR	4.00	Director	$0	$0	$0
JOSH ZAROOR	DIRECTOR	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	$499,490	$302,546	$3,054,350	$196,944
2024	$481,279	$179,560	$2,860,258	$301,719
2023	$241,239	$148,587	$2,580,523	$92,652
2022	$227,120	$205,644	$2,411,879	$21,476
2021	$321,220	$238,785	$2,700,525	$82,435
2020	$2,463,089	$312,542	$2,192,322	$2,150,547

Community Foundation of San Carlos