Foundation for Regional Transit DBA Friends of Caltrain (EIN 943196927) - 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

1993

Legal Domicile

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

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$89,600

Total Directors

$89,600

Key Employees

Highest Compensated

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	$278,273	$167,359	$167,889	$110,914
2022	$278,272	$166,879	$168,368	$111,393
2020	$270,542	$235,108	$63,097	$35,434

Foundation for Regional Transit DBA Friends of Caltrain