Foundation for Regional Transit DBA Friends of Caltrain

EIN: 943196927 501(c)(3)

Palo Alto, CA

Total Revenue
$281,154
Total Expenses
$207,736
Total Assets
$243,363
Net Assets
$237,121
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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
1993
Legal Domicile
CA
Principal Officer
Adina Levin
Phone
6506464344
Tax Period
2023-01-01 to 2023-12-31

Foundation for Regional Transit DBA Friends of Caltrain, founded in 1993, is a small nonprofit that reported $281K in total revenue in fiscal year 2023. The organization ran a surplus of $73K, a strong 26% operating margin.

Mission

Provide educational information regarding sustainable transportation

Program Service Accomplishments

Program 1
Expenses: $74,768 Revenue: $104,510

Friends of Caltrain provided community education about public transportation on the Peninsula Corridor advocacy for emergency transit funding, consulting regarding public transportation, successful...

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Friends of Caltrain provided community education about public transportation on the Peninsula Corridor advocacy for emergency transit funding, consulting regarding public transportation, successful advocacy for a transportation ballot measure.

Program 2
Expenses: $71,108 Revenue: $5,067

Menlo Together provided community education regarding housing, public transportation environmental sustainability, and equity in Menlo Park.

Program 3
Expenses: $18,417

Transbay Coalition provided mentoring for community advocates focused on sustainable transportation issues in the Bay Area as well as provided education to candidates and the broader community...

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Transbay Coalition provided mentoring for community advocates focused on sustainable transportation issues in the Bay Area as well as provided education to candidates and the broader community regarding sustainable transportation topics.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $171,437
Program Service Revenue $104,510
Investment Income $0
Other Revenue $5,207
TOTAL REVENUE $281,154

Expense Breakdown

Grants Paid $32,375
Salaries & Benefits $130,362
Fundraising Expenses $17,367
Program Expenses $164,293
Other Expenses $44,999
TOTAL EXPENSES $207,736

Year-over-Year Comparison

2023 2022 Change
Revenue $281,154 $278,272 +0.0%
Expenses $207,736 $166,879 +0.2%
Net Income $73,418 $111,393 -0.3%
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

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Governance

Voting Members
9
Independent Members
8
Employees
1
Volunteers
200

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
4
$89,600
Total Directors
8
$89,600
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Adina Levin Executive Dir. 50.00
Officer Director
$89,600 $0 $89,600
Yoriko Kishimoto Chairman 0.75
Officer Director
$0 $0 $0
Jarrett Mullen Secretary 0.50
Officer Director
$0 $0 $0
Elizabeth Alexis Treasurer 0.75
Officer Director
$0 $0 $0
Cliff Bargar Director 0.75
Director
$0 $0 $0
Diane Bailey Director 0.50
Director
$0 $0 $0
Helen Chapman Director 0.50
Director
$0 $0 $0
Danny Howard Director 0.50
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 $281,154 $207,736 $243,363 $73,418
2022 $278,272 $166,879 $168,368 $111,393
2022 $278,273 $167,359 $167,889 $110,914
2020 $270,542 $235,108 $63,097 $35,434
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