LEADERSHIP COUNCIL SAN MATEO COUNTY (EIN 853231368) - 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

MARGARET POWER

Phone

6502737149

Tax Period

2023-07-01 to 2024-06-30

LEADERSHIP COUNCIL SAN MATEO COUNTY, founded in 2020, is a small nonprofit in the Public & Societal Benefit sector that reported $707K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 24% operating margin.

Mission

WE CONNECT, INSPIRE, AND EDUCATE ESTABLISHED AND EMERGING LEADERS FROM THE BUSINESS, NONPROFIT, AND GOVERNMENT SECTORS TO POSITIVELY TRANSFORM SAN MATEO COUNTY AND FIND SOLUTIONS FOR THE BIGGEST ISSUES FACING OUR COMMUNITIES. WE ELEVATE AND EMPOWER COUNTYWIDE LEADERSHIP TALENT. PARTICIPATION IN OUR PROGRAMS REPRESENTS THE DIVERSITY OF SAN MATEO COUNTY.

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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 $529,056

Program Service Revenue $171,434

Investment Income $6,536

Other Revenue $0

TOTAL REVENUE $707,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,839

Fundraising Expenses $55,352

Program Expenses $420,643

Other Expenses $176,614

TOTAL EXPENSES $538,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$707,026	$526,384	+0.3%
Expenses	$538,453	$445,965	+0.2%
Net Income	$168,573	$80,419	+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

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

$83,760

Total Directors

$83,760

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET POWER	President/Chair	30.00	Officer Director	$43,114	$0	$43,114
KAARIN HARDY	President/Chair	30.00	Officer Director	$40,646	$0	$40,646
LAUREL MIRANDA	Secretary	5.00	Officer Director	$0	$0	$0
ANTHONY AU-YEUNG	Director	5.00	Director	$0	$0	$0
NOEMI AVRAM	Director	3.00	Director	$0	$0	$0
NIRMALA BANDRAPALLI	Director	3.00	Director	$0	$0	$0
CLAUDIA FERGUSON	Director	5.00	Director	$0	$0	$0
TISH BUSSELLE	Director	5.00	Director	$0	$0	$0
MARIE CHUANG	Director	5.00	Director	$0	$0	$0
GAYL DEL PERO	Director	1.50	Director	$0	$0	$0
GEORGIA FAROOQ	Director	5.00	Director	$0	$0	$0
JASON TING	Director	4.00	Director	$0	$0	$0
LINDA FITZPATRICK	Director	2.00	Director	$0	$0	$0
LISA GOLDMAN	Director	1.50	Director	$0	$0	$0
JOSEPH IBE	Director	3.00	Director	$0	$0	$0
KATE KORSH	Director	3.00	Director	$0	$0	$0
AISHA BARO	Director	5.00	Director	$0	$0	$0
RITA MANCERA	Treasurer	5.00	Officer Director	$0	$0	$0
DAVID MENDELL	Director	3.00	Director	$0	$0	$0
BRYAN NEIDER	Director	3.00	Director	$0	$0	$0
KLETRA NEWTON	Director	1.50	Director	$0	$0	$0
GILBERT WAI	Director	5.00	Director	$0	$0	$0
DREW COMBS	Director	5.00	Director	$0	$0	$0
EDDIE FLORES	Director	5.00	Director	$0	$0	$0
TIM RUSSELL	Director	1.50	Director	$0	$0	$0
JACK TANG	Director	5.00	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	No data	No data	No data	No data
2024	$707,026	$538,453	$407,246	$168,573
2023	$526,384	$445,965	$328,932	$80,419
2022	$230,132	$198,064	$133,131	$32,068

LEADERSHIP COUNCIL SAN MATEO COUNTY