Neighbors for a Better San Francisco (EIN 862339545) - 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

2021

Legal Domicile

Principal Officer

Steven S Lucas

Tax Period

2023-01-01 to 2023-12-31

Neighbors for a Better San Francisco, founded in 2021, is a community nonprofit in the Public & Societal Benefit sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 44% operating margin.

Mission

Developed, and educated the public with respect to, public policy issues that will improve the quality of live and governance in San Francisco, including the promotion of good government practices, the defense of civil and property rights, preserving election integrity, and fostering civic participation.

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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 $2,845,262

Program Service Revenue $0

Investment Income $20,720

Other Revenue $0

TOTAL REVENUE $2,865,982

Expense Breakdown

Grants Paid $107,500

Salaries & Benefits $191,807

Fundraising Expenses $0

Program Expenses $1,149,399

Other Expenses $1,306,496

TOTAL EXPENSES $1,605,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,865,982	$1,822,159	+0.6%
Expenses	$1,605,803	$2,049,096	-0.2%
Net Income	$1,260,179	$-226,937	-6.6%

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

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
William Oberndorf	President & Dir	1.00	Officer Director	$0	$0	$0
Arthur Patterson	Director	1.00	Director	$0	$0	$0
Theo Ellington	Director	1.00	Director	$0	$0	$0
Tom Chavez	Director	1.00	Director	$0	$0	$0
Kathy Chan	Director	1.00	Director	$0	$0	$0
Steven S Lucas	Secretary & CFO	1.00	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	$2,865,982	$1,605,803	$1,707,269	$1,260,179
2023	$2,865,982	$1,605,803	$1,707,269	$1,260,179
2022	$1,822,159	$2,049,096	$447,090	$-226,937
2022	$1,822,159	$2,049,096	$447,090	$-226,937
2021	$1,368,557	$694,530	$674,027	$674,027

Neighbors for a Better San Francisco