BELVEDERE COMMUNITY FOUNDATION

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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

1990

Legal Domicile

Principal Officer

PAT CARAPIET

Phone

4154353695

Tax Period

2023-01-01 to 2023-12-31

BELVEDERE COMMUNITY FOUNDATION, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $178K in total revenue in fiscal year 2023. Expenses of $152K left a modest 15% surplus.

Mission

TO PRESERVE AND ENHANCE THE QUALITY OF LIFE IN BELVEDERE. TO FORM A RESERVE FUND WITH CONTRIBUTIONS FROM ALL BELVEDERE CITIZENS. TO PROVIDE GRANTS TO SUPPORT PROJECTS AND VOLUNTEERS.

Program Service Accomplishments

Program 1

Expenses: $107,408 Revenue: $449

BELVEDERE COMMUNITY FOUNDATION MAKES GRANTS TO SUPPORT VARIOUS ORGANIZATIONS IN LINE WITH THEIR MISSION STATEMENT. THE MOST SIGNIFICANT GRANTS OF 2023 ARE AS FOLLOWS. $15K FOR TIBURON PENINSULA...

BELVEDERE COMMUNITY FOUNDATION MAKES GRANTS TO SUPPORT VARIOUS ORGANIZATIONS IN LINE WITH THEIR MISSION STATEMENT. THE MOST SIGNIFICANT GRANTS OF 2023 ARE AS FOLLOWS. $15K FOR TIBURON PENINSULA TRAFFIC RELIEF "YELLOW BUS CHALLENGE" TO PROVIDE REDUCED RATE BUS PASSES FOR DISADVANTAGED FAMILIES IN THE REED UNION SCHOOL DISTRICT. $10K FOR THE LANDMARKS SOCIETY. $9,738 FOR THE BEL-TIB LIBRARY FOUNDATION FOR ART GALLERY PROGRAM.

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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 $77,388

Program Service Revenue $0

Investment Income $100,403

Other Revenue $449

TOTAL REVENUE $178,240

Expense Breakdown

Grants Paid $106,024

Salaries & Benefits $0

Fundraising Expenses $14,788

Program Expenses $107,408

Other Expenses $45,893

TOTAL EXPENSES $151,917

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,240	$-959,258	-1.2%
Expenses	$151,917	$169,874	-0.1%
Net Income	$26,323	$-1,129,132	-1.0%

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
PATRICIA CARAPIET	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUGLAS PATTERSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SANDY DONNELL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CLAUS LUND	TREASURER	5.00	Officer Director	$0	$0	$0
ANNE BUTLER	SECRETARY	5.00	Officer Director	$0	$0	$0
ASHLEY JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
JILL NASH	DIRECTOR	3.00	Director	$0	$0	$0
KEN JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
JENA WATSON	DIRECTOR	3.00	Director	$0	$0	$0
WHITNEY LEE	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN HOESCHLER	DIRECTOR	3.00	Director	$0	$0	$0
DEBBIE FISHER	DIRECTOR	3.00	Director	$0	$0	$0
BOB MCCASKILL	DIRECTOR	5.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$178,240	$151,917	$2,989,160	$26,323
2022	$-959,258	$169,874	$2,730,596	$-1,129,132
2021	$160,518	$343,919	$3,378,277	$-183,401
2020	$132,175	$151,082	$3,318,271	$-18,907
2019	$251,623	$90,262	$2,835,173	$161,361
2018	$354,183	$158,328	$2,606,413	$195,855