Sacramento Region Community Foundation (EIN 942891517) - 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

1983

Legal Domicile

Principal Officer

Kerry Wood

Phone

9169217723

Tax Period

2023-01-01 to 2023-12-31

Sacramento Region Community Foundation, founded in 1983, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $65.8M in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34.7M, a strong 53% operating margin.

Mission

The Sacramento Region Community Foundation leads, serves, and inspires enduring philanthropy for a just and vibrant Sacramento region.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $62,010,597

Program Service Revenue $125,550

Investment Income $3,626,456

Other Revenue $29,094

TOTAL REVENUE $65,791,697

Expense Breakdown

Grants Paid $24,487,136

Salaries & Benefits $2,023,603

Fundraising Expenses $764,204

Program Expenses $27,716,375

Other Expenses $4,629,895

TOTAL EXPENSES $31,140,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,791,697	$28,856,627	+1.3%
Expenses	$31,140,634	$31,406,465	0.0%
Net Income	$34,651,063	$-2,549,838	-14.6%

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

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

$539,699

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kerry Wood	CEO	40.00	Officer	$245,600	$19,648	$265,248
Edward Harris	CFO	40.00	Officer	$168,000	$14,334	$182,334
Nakisha Nesmith	Chief Impact Offic	40.00		$164,296	$13,144	$177,440
Kelly Skiefkin	Chief Philanthropy	40.00		$120,165	$0	$120,165
Naomi Wilson	CFO	40.00	Officer	$86,804	$5,313	$92,117
Kate Stille	Board Director	1.00	Director	$0	$0	$0
Kathy McKim	Chair	2.00	Officer Director	$0	$0	$0
Garry Maisel	Vice Chair	1.00	Officer Director	$0	$0	$0
Cassandra Walker Pye	Secretary	1.00	Officer Director	$0	$0	$0
Jonathan Lederer	Treasurer	1.00	Officer Director	$0	$0	$0
Karen Baker	Board Director	1.00	Director	$0	$0	$0
Elaine Abelaye-Mateo	Board Director	1.00	Director	$0	$0	$0
Bret Hewitt	Board Director	1.00	Director	$0	$0	$0
Kwame Anku	Board Director	1.00	Director	$0	$0	$0
Gordon Fowler	Board Director	1.00	Director	$0	$0	$0
William Niemi	Board Director	1.00	Director	$0	$0	$0
Renee Nunes Taylor	Board Director	1.00	Director	$0	$0	$0
Scott Syphax	Board Director	1.00	Director	$0	$0	$0
Steven Weiss	Board Director	1.00	Director	$0	$0	$0
Kate Willcox	Board Director	1.00	Director	$0	$0	$0
Angela DePaoli	Board Director	1.00	Director	$0	$0	$0
Matthew Jacobs	Board Director	1.00	Director	$0	$0	$0
Vince Sales	Board 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	$65,791,697	$31,140,634	$222,642,438	$34,651,063
2022	$28,856,627	$31,406,465	$171,123,142	$-2,549,838
2021	$42,392,929	$23,144,227	$206,572,530	$19,248,702
2020	$24,599,020	$23,598,855	$172,758,711	$1,000,165
2019	$21,564,845	$19,165,173	$156,284,714	$2,399,672
2018	$12,263,496	$17,799,200	$139,926,720	$-5,535,704

Sacramento Region Community Foundation