TALL TREES 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

2021

Legal Domicile

Principal Officer

LORI MACDONALD

Tax Period

2023-01-01 to 2023-12-31

TALL TREES FOUNDATION, founded in 2021, is a small nonprofit in the Human Services sector that reported $174K in total revenue in fiscal year 2023. The organization ran a surplus of $140K, a strong 80% operating margin.

Mission

PROVIDE SUPPORT AND FINANCIAL ASSISTANCE TO CURRENT AND FUTURE EMPLOYEES OF PALO ALTO HILLS GOLF & COUNTRY CLUB PAHGCC AND THEIR FAMILIES WHO MAY FIND THEMSELVES IN FINANCIAL DISTRESS OR HARDSHIP.

Program Service Accomplishments

Program 1

Expenses: $10,478 Revenue: $0

Provide support and financial assistance to employees of Palo Alto Hills Golf and Country Club PAHGCC and their families who may find themselves in financial distress or hardship due to unexpected...

Provide support and financial assistance to employees of Palo Alto Hills Golf and Country Club PAHGCC and their families who may find themselves in financial distress or hardship due to unexpected expenses in the nature of unreimbursed uninsured and unanticipated casualty losses.

Program 2

Expenses: $9,175 Revenue: $0

Provide support and financial assistance to PAHGCC employees and their families who may find themselves in financial distress or hardship due to housing related expenses.

Program 3

Expenses: $8,550 Revenue: $0

Provide support and financial assistance to employees of Palo Alto Hills Golf and Country Club PAHGCC and their families who may find themselves in financial distress or hardship due to unexpected...

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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 $180,345

Program Service Revenue $0

Investment Income $3,828

Other Revenue $-9,869

TOTAL REVENUE $174,304

Expense Breakdown

Grants Paid $30,473

Salaries & Benefits $0

Fundraising Expenses $2,583

Program Expenses $30,473

Other Expenses $3,922

TOTAL EXPENSES $34,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,304	N/A	N/A
Expenses	$34,395	N/A	N/A
Net Income	$139,909	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
LORI MACDONALD	PRESIDENT	10.00	Officer Director	$0	$0	$0
BRYON BOTSFORD	TREASURER	10.00	Officer Director	$0	$0	$0
MIKI ARMSTRONG	SECRETARY	10.00	Officer Director	$0	$0	$0
JOAN BARRAM	GRANTS COMMITTEE CHAIR	10.00	Director	$0	$0	$0
JACQUETTA LANNAN	DIRECTOR	10.00	Director	$0	$0	$0
LINDA THOMAS	DIRECTOR	10.00	Director	$0	$0	$0
SARA GEE	DIRECTOR	10.00	Director	$0	$0	$0
BRIAN FARLEY	DIRECTOR	10.00	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
2024	No data	No data	No data	No data
2023	$174,304	$34,395	$265,688	$139,909