Northern California Grantmakers (EIN 942761355) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

Dwayne S Marsh

Phone

4157774111

Tax Period

2024-01-01 to 2024-12-31

Northern California Grantmakers, founded in 1981, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $6.7M exceeded revenue, resulting in a 10% operating deficit.

Mission

Northern California Grantmakers (NCG) brings philanthropic entities together to build healthy, thriving, and just communities. We create conditions for foundations, nonprofit organizations, government, and business to advance racial equity and tackle our (continued p 2)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,988,646

Program Service Revenue $1,080,455

Investment Income $15,263

Other Revenue $8,050

TOTAL REVENUE $6,092,414

Expense Breakdown

Grants Paid $396,500

Salaries & Benefits $4,230,860

Fundraising Expenses $415,507

Program Expenses $5,431,089

Other Expenses $2,086,831

TOTAL EXPENSES $6,714,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,092,414	$4,385,437	+0.4%
Expenses	$6,714,191	$6,375,873	+0.1%
Net Income	$-621,777	$-1,990,436	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

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

$846,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dwayne S Marsh	President & CEO	37.50	Officer	$325,070	$87,551	$412,621
Steven Barton	VP Strategic Initiatives	37.50		$189,975	$60,745	$250,720
Jeff Hodos	VP Fin & Ops	37.50	Officer	$192,224	$52,045	$244,269
Qurratulain Sajid	Public Affairs	37.50		$158,147	$41,863	$200,010
Sarah Frankfurth	Reg/Prog/Ptnrs	37.50		$132,836	$65,478	$198,314
Alice Cabrera Bryant	Dir of Finance	37.50	Officer	$151,777	$38,185	$189,962
Kathryn Seely	Sr Dir Leadership	37.50		$133,370	$53,110	$186,480
Huong Nguyen-Yap	VP of Equity & Jus	37.50		$160,448	$18,016	$178,464
Nicole Garzino	Strategic Initiati	37.50		$123,602	$41,884	$165,486
Cecilia Chen	Chair	1.00	Officer Director	$0	$0	$0
Janet Spears	Vice Chair	1.00	Officer Director	$0	$0	$0
Allen Fernandez Smith	Treasurer	1.00	Officer Director	$0	$0	$0
Cecilia Oregn	Secretary	1.00	Officer Director	$0	$0	$0
Alexandra Desautels	Director	0.25	Director	$0	$0	$0
Rajni Dronamraju	Director	0.25	Director	$0	$0	$0
Priscilla Enriquez	Director	0.25	Director	$0	$0	$0
Glen Gailich	Director	0.25	Director	$0	$0	$0
Brandi Howard	Director	0.25	Director	$0	$0	$0
Bryna Lipper	Director	0.25	Director	$0	$0	$0
David Onek	Director	0.25	Director	$0	$0	$0
Lucia Corral Pea	Director	0.25	Director	$0	$0	$0
Adrain Schurr	Director	0.25	Director	$0	$0	$0
Kenji Treanor	Director	0.25	Director	$0	$0	$0
Sachi Yoshii	Director	0.25	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	$6,092,414	$6,714,191	$4,654,421	$-621,777
2023	$4,385,437	$6,375,873	$5,108,312	$-1,990,436
2022	$7,576,972	$7,322,382	$8,023,491	$254,590
2021	$6,676,722	$5,974,684	$6,839,491	$702,038
2020	$6,124,438	$5,998,332	$6,715,180	$126,106
2019	$5,915,509	$4,992,427	$5,817,458	$923,082
2018	$2,915,156	$3,783,556	$4,765,187	$-868,400

Northern California Grantmakers