STRAWBERRY CREEK LODGE FOUNDATION (EIN 941557581) - 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

1960

Legal Domicile

Principal Officer

ANN SQUIRES

Phone

5103676799

Tax Period

2023-01-01 to 2023-12-31

STRAWBERRY CREEK LODGE FOUNDATION, founded in 1960, is a micro nonprofit in the Housing & Shelter sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $81K exceeded revenue, resulting in a 405% operating deficit.

Mission

DELIVERY OF HOUSING, MEAL PROGRAM, AND OTHER ANCILLARY SERVICES TO OLDER ADULT RESIDENTS OF STRAWBERRY CREEK LODGE, AN AFFORDABLE HOUSING PROJECT IN BERKELEY, CALIFORNIA.

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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 $0

Program Service Revenue $15,991

Investment Income $7

Other Revenue $0

TOTAL REVENUE $15,998

Expense Breakdown

Grants Paid $52,960

Salaries & Benefits $0

Fundraising Expenses $1,031

Program Expenses $58,890

Other Expenses $27,758

TOTAL EXPENSES $80,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,998	$478,828	-1.0%
Expenses	$80,718	$198,537	-0.6%
Net Income	$-64,720	$280,291	-1.2%

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

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
ANN SQUIRES	CHAIR	20.00	Officer Director	$0	$0	$0
FLOYD HUEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID MADSON	SECRETARY	5.00	Officer Director	$0	$0	$0
LOREN VALLIANT	TREASURER	5.00	Officer Director	$0	$0	$0
KATHY REIHLE	DIRECTOR	1.00	Director	$0	$0	$0
MUKTA VIE	DIRECTOR	1.00	Director	$0	$0	$0
MARIAH EMERSON	DIRECTOR	1.00	Director	$0	$0	$0
BETSY MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIE FATOOREHCHI	DIRECTOR	1.00	Director	$0	$0	$0
SAEEDA KHAN	DIRECTOR	1.00	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	$15,998	$80,718	$11,417,911	$-64,720
2022	$478,828	$198,537	$11,081,248	$280,291
2021	$417,062	$126,655	$10,794,543	$290,407
2020	$490,277	$42,015	$10,594,839	$448,262
2019	$287,973	$47,075	$10,146,577	$240,898

STRAWBERRY CREEK LODGE FOUNDATION