COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW LOS ALTOS AND LOS ALTOS HILLS INC (EIN 941422465) - 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

1958

Legal Domicile

Principal Officer

TOM MYERS

Phone

6509680836

Tax Period

2022-07-01 to 2023-06-30

COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW LOS ALTOS AND LOS ALTOS HILLS INC, founded in 1958, is a community nonprofit in the Human Services sector that reported $8.6M in total revenue in fiscal year 2022. Expenses of $7.6M left a modest 11% surplus.

Mission

THE ORGANIZATION IS THE COMMUNITY'S SAFETY NET, PROVIDING CRITICAL SUPPORT SERVICES THAT PRESERVE AND PROMOTE STABILITY, SELF-RELIANCE, AND DIGNITY. THE ORGANIZATION PROVIDES ASSISTANCE TO SENIOR AND NEEDY INDIVIDUALS AND FAMILIES RESIDING IN MOUNTAIN VIEW, LOS ALTOS AND LOS ALTOS HILLS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,360,206

Program Service Revenue $0

Investment Income $197,153

Other Revenue $41,009

TOTAL REVENUE $8,598,368

Expense Breakdown

Grants Paid $3,548,270

Salaries & Benefits $3,025,445

Fundraising Expenses $499,747

Program Expenses $6,213,801

Other Expenses $1,041,476

TOTAL EXPENSES $7,615,191

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,598,368	$8,235,687	+0.0%
Expenses	$7,615,191	$7,395,347	+0.0%
Net Income	$983,177	$840,340	+0.2%

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

160

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

$395,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOCELYN BAIRD	DIRECTOR	2.00	Director	$0	$0	$0
ROSE BALDWIN	DIRECTOR	2.00	Director	$0	$0	$0
SAM BLEWIS	DIRECTOR	2.00	Director	$0	$0	$0
MIKAELA BURKHARDT	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE HUMPHRIES	DIRECTOR	2.00	Director	$0	$0	$0
KULJEET KALKAT	DIRECTOR	2.00	Director	$0	$0	$0
MIKE KASPERZAK	DIRECTOR	2.00	Director	$0	$0	$0
MARIA MARROQUIN	DIRECTOR	2.00	Director	$0	$0	$0
YVONNE MURRAY	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
EMILY RAMOS	DIRECTOR	2.00	Director	$0	$0	$0
CLAIR RANA	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE SCHREIBER	DIRECTOR	2.00	Director	$0	$0	$0
JANE BESSIN	DIRECTOR	2.00	Director	$0	$0	$0
JANNIE QUINN	DIRECTOR	2.00	Director	$0	$0	$0
TONY RICHMOND	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA POYER	DIRECTOR	2.00	Director	$0	$0	$0
RONIT BRYANT	PAST PRESIDENT	2.00	Officer	$0	$0	$0
PAUL DAVIS	PRESIDENT	3.50	Officer	$0	$0	$0
TRACY PIRNACK	TREASURER	3.50	Officer	$0	$0	$0
DAN RICH	VICE-PRESIDENT	3.50	Officer	$0	$0	$0
TENNY TSAI	SECRETARY	3.50	Officer	$0	$0	$0
TOM MYERS	EXECUTIVE DIRECTOR	40.00	Officer	$184,200	$27,625	$211,825
MARVIN SABADO	DIRECTOR OF FINANCE	40.00	Officer	$155,500	$28,173	$183,673
SIMONE BERKOWITZ	DEV. DIRECTOR	40.00	Highest	$116,813	$11,751	$128,564

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	No data	No data	No data	No data
2023	$8,598,368	$7,615,191	$12,383,438	$983,177
2022	$8,235,687	$7,395,347	$11,484,869	$840,340
2021	$9,191,665	$9,072,715	$11,642,742	$118,950
2020	$8,667,901	$6,104,197	$10,111,932	$2,563,704
2019	$4,310,485	$4,532,875	$7,481,375	$-222,390
2018	$6,548,694	$4,300,836	$7,186,907	$2,247,858

COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW LOS ALTOS AND LOS ALTOS HILLS INC