SANTA ROSA JUNIOR COLLEGE FOUNDATION (EIN 941735861) - 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

1969

Legal Domicile

Principal Officer

J MULLINEAUX

Phone

7075274348

Tax Period

2022-07-01 to 2023-06-30

SANTA ROSA JUNIOR COLLEGE FOUNDATION, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $11.3M in total revenue in fiscal year 2022. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.0M, a strong 18% operating margin.

Mission

WE INSPIRE INVESTMENT IN HIGHER EDUCATION TO PROVIDE LIFE-CHANGING OPPORTUNITIES FOR ALL SRJC STUDENTS.

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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 $9,708,394

Program Service Revenue $212,914

Investment Income $1,226,997

Other Revenue $196,982

TOTAL REVENUE $11,345,287

Expense Breakdown

Grants Paid $5,286,201

Salaries & Benefits $296,142

Fundraising Expenses $0

Program Expenses $7,968,422

Other Expenses $3,725,565

TOTAL EXPENSES $9,307,908

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,345,287	$17,528,707	-0.4%
Expenses	$9,307,908	$8,066,528	+0.2%
Net Income	$2,037,379	$9,462,179	-0.8%

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

$296,142

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA NORTON	CHAIR	2.00	Officer Director	$0	$0	$0
SUZY MARZALEK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
FRANK CHONG	SECRETARY	1.00	Officer Director	$0	$0	$0
KATE JOLLEY	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF BRICKER	BOARD MEMBER	0.10	Director	$0	$0	$0
SCOTT BARTLEY	BOARD MEMBER	0.10	Director	$0	$0	$0
MAGGIE FISHMAN	BOARD MEMBER	0.10	Director	$0	$0	$0
DOUG GARRISON	BOARD MEMBER	0.10	Director	$0	$0	$0
STEVE PAGE	BOARD MEMBER	0.10	Director	$0	$0	$0
KERRY REGO	BOARD MEMBER	0.10	Director	$0	$0	$0
JORGE SERVIN	BOARD MEMBER	0.10	Director	$0	$0	$0
KRIS SHEAR	BOARD MEMBER	0.10	Director	$0	$0	$0
CAROLINA SPENCE	BOARD MEMBER	0.10	Director	$0	$0	$0
BILL TRAVERSO	BOARD MEMBER	0.10	Director	$0	$0	$0
MARION WALKER	BOARD MEMBER	0.10	Director	$0	$0	$0
SHIRLEY WARD	BOARD MEMBER	0.10	Director	$0	$0	$0
J MULLINEAUX	EXECUTIVE DIRECTOR	40.00	Officer	$223,332	$72,810	$296,142
SARAH LAGGOS	DIRECTOR OF PHILANTHROPY	40.00	Highest	$150,444	$77,506	$227,950
BREANNE BESEDA	DIRECTOR OF COMMUNITY ENGAGEMENT	40.00	Highest	$112,187	$58,636	$170,823

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	$11,345,287	$9,307,908	$83,558,722	$2,037,379
2022	$17,528,707	$8,066,528	$77,423,065	$9,462,179
2021	$13,273,412	$6,302,375	$83,645,868	$6,971,037
2020	$5,737,328	$6,926,401	$66,333,896	$-1,189,073
2019	$9,298,669	$6,338,759	$64,148,752	$2,959,910
2018	$11,303,330	$5,571,503	$61,758,188	$5,731,827

SANTA ROSA JUNIOR COLLEGE FOUNDATION