BENICIA COMMUNITY 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

2020

Legal Domicile

Principal Officer

DAVID BATCHELOR

Phone

7077465604

Tax Period

2023-01-01 to 2023-12-31

BENICIA COMMUNITY FOUNDATION, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $203K in total revenue in fiscal year 2023. The organization ran a surplus of $109K, a strong 54% operating margin.

Mission

BENICIA COMMUNITY FOUNDATION'S MISSION IS BENICIA COMMUNITY IMPROVEMENT EFFORTS AND WORKING WITH OTHER NONPROFITS TO DO SO.

Program Service Accomplishments

Program 1

Expenses: $91,187

COMMUNITY PROGRAMS - The Benicia Community Foundation has awarded several grants to local nonprofits that bolster community support. A few of these grants have funded Benicia's Fourth of July and...

COMMUNITY PROGRAMS - The Benicia Community Foundation has awarded several grants to local nonprofits that bolster community support. A few of these grants have funded Benicia's Fourth of July and Tree Lighting celebrations, established the Benicia High School Boosters, and supported BHS Digital Marketing for local businesses, helped with the clean up of the City Cemetery and Benicia's Playground of Dreams. They also facilitated the creation and installation of the Harold Bray Monument, sponsored the Benicia Dog Festival, and awarded funds to Arts Benicia, among several other initiatives, ensuring that areas often overlooked by other support groups receive the necessary assistance.

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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 $195,965

Program Service Revenue $0

Investment Income $2,097

Other Revenue $5,006

TOTAL REVENUE $203,068

Expense Breakdown

Grants Paid $4,250

Salaries & Benefits $0

Fundraising Expenses $1,068

Program Expenses $91,187

Other Expenses $90,139

TOTAL EXPENSES $94,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,068	N/A	N/A
Expenses	$94,389	N/A	N/A
Net Income	$108,679	N/A	N/A

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
DAVID BATCHELOR	Chair	10.00	Officer Director	$0	$0	$0
KRISTINE PASSALACQUA	Co-Chair	10.00	Officer Director	$0	$0	$0
KELLY BALDWIN	Director	10.00	Director	$0	$0	$0
STEVEN GREEN	Treasurer	10.00	Officer Director	$0	$0	$0
DARRELL DOI	Director	10.00	Director	$0	$0	$0
DONNA KOONTZ	Secretary	10.00	Officer Director	$0	$0	$0
LEEANN CAWLEY	Director	10.00	Director	$0	$0	$0
KELLY DILLINGHAM	Director	10.00	Director	$0	$0	$0
BOBBIE WHITE	COO	10.00	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
2023	$203,068	$94,389	$170,363	$108,679