COMMUNITY FOUNDATION FOR MONTEREY COUNTY (EIN 941615897) - 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

1945

Legal Domicile

Principal Officer

DANIEL BALDWIN

Phone

8313759712

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION FOR MONTEREY COUNTY, founded in 1945, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $85.2M in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40.3M, a strong 47% operating margin.

Mission

TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY 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 $57,495,030

Program Service Revenue $522,119

Investment Income $27,077,499

Other Revenue $61,278

TOTAL REVENUE $85,155,926

Expense Breakdown

Grants Paid $39,269,652

Salaries & Benefits $3,369,548

Fundraising Expenses $996,845

Program Expenses $41,515,111

Other Expenses $2,183,247

TOTAL EXPENSES $44,822,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,155,926	$48,920,781	+0.7%
Expenses	$44,822,447	$36,674,242	+0.2%
Net Income	$40,333,479	$12,246,539	+2.3%

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

$613,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL BALDWIN	President & CEO	40.00	Officer	$362,665	$54,040	$416,705
CHRISTINE DAWSON	SR. VP PHILANTHROPIC SERVICES	40.00		$193,677	$31,260	$224,937
KIM DRABNER	VP FINANCE & HR	40.00	Officer	$174,163	$22,174	$196,337
LAUREL LEE-ALEXANDER	VP OF GRANTS	40.00		$125,655	$33,155	$158,810
DANIEL FAITH	DIR OF FINANCE	40.00		$120,331	$21,294	$141,625
JANET SHING	DIR OF GRANTMAKING	40.00		$112,076	$25,068	$137,144
MARIA ROMERO	DIR OF GIFT PLAN	40.00		$104,444	$20,995	$125,439
MARIA HAUMAN	DIR OF OPERATIONS	40.00		$110,900	$9,331	$120,231
KIRK GAFILL	CHAIR	2.00	Officer Director	$0	$0	$0
ELSA MENDOZA JIMENEZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LOREN STECK	Secretary	2.00	Officer Director	$0	$0	$0
JESSE LOPEZ	Treasurer	2.00	Officer Director	$0	$0	$0
JAN VADERBILT	BOARD MEMBER	2.00	Director	$0	$0	$0
ABBY TAYLOR SILVA	BOARD MEMBER	2.00	Director	$0	$0	$0
GIFF LEHMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE PEZZINI	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANCINE RODD	BOARD MEMBER	2.00	Director	$0	$0	$0
ADRIANA MELGOZA	BOARD MEMBER	2.00	Director	$0	$0	$0
ROMERO JALOMA	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER WALKER	BOARD MEMBER	2.00	Director	$0	$0	$0
RENE MENDEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
LARRY ODA	BOARD MEMBER	2.00	Director	$0	$0	$0
RYLLER WILLIAMSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DENEEN GUSS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHLEEN LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
COLBY PEREIRA	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE ROTH	BOARD MEMBER	2.00	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	$85,155,926	$44,822,447	$380,129,927	$40,333,479
2022	$48,920,781	$36,674,242	$331,962,053	$12,246,539
2021	$55,697,801	$41,448,394	$385,630,163	$14,249,407
2020	$59,371,913	$31,836,881	$347,659,194	$27,535,032
2019	$36,184,059	$22,864,391	$291,001,254	$13,319,668
2018	$27,625,427	$22,513,928	$247,702,365	$5,111,499

COMMUNITY FOUNDATION FOR MONTEREY COUNTY