Mid-Market Foundation (EIN 850892059) - 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

2020

Legal Domicile

Principal Officer

Steve Gibson

Phone

5622433389

Tax Period

2023-01-01 to 2023-12-31

Mid-Market Foundation, founded in 2020, is a mid-sized nonprofit in the Community Improvement sector that reported $20.7M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

The purposes of the Corporation are charitable and educational, each within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986 (or any corresponding provision(s) of any future United States internal revenue law) and Section 23701d of the California Revenue and Taxation Code (or any corresponding provision(s) of any future California internal revenue law). In the context of these general purposes, the Corporation shall improve the conditions of the public realm of the greater Mid-Market area in San Francisco, CA, and to provide assistance to the poor and disadvantaged in that community.

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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 $20,674,983

Program Service Revenue $0

Investment Income $2,742

Other Revenue $0

TOTAL REVENUE $20,677,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,196,748

Other Expenses $20,981,019

TOTAL EXPENSES $20,981,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,677,725	$22,490,205	-0.1%
Expenses	$20,981,019	$21,934,068	0.0%
Net Income	$-303,294	$556,137	-1.5%

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

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
Sara de la Riva	Chair	0.50	Officer Director	$0	$0	$0
Max Young	Vice Chair	0.50	Officer Director	$0	$0	$0
Andrew Sullivan	Secretary	0.50	Officer Director	$0	$0	$0
Rhiannon Bailard	Treasurer	0.50	Officer Director	$0	$0	$0
Naomi Maisel	Board Member	0.50	Director	$0	$0	$0
Donna Hilliard	Board Member	0.50	Director	$0	$0	$0
Kate Robinson	Board Member	0.50	Director	$0	$0	$0
Allison Robinson	Board Member	0.50	Director	$0	$0	$0
Steve Gibson	Executive Dir.	30.00	Officer	$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	No data	No data	No data	No data
2023	$20,677,725	$20,981,019	$1,580,028	$-303,294
2023	No data	No data	No data	No data
2022	$22,490,205	$21,934,068	$4,336,311	$556,137
2021	$4,762,517	$3,777,448	$1,910,947	$985,069

Mid-Market Foundation