COMMUNITY INITIATIVES (EIN 943255070) - 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

1997

Legal Domicile

Principal Officer

RUTH WILLIAMS

Phone

4152307700

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY INITIATIVES, founded in 1997, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $86.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

SPONSORS PROJECTS FOR THE BENEFIT OF COMMUNITIES IN SERVICE TO POSITIVE SOCIAL CHANGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $70,039,289

Program Service Revenue $14,091,337

Investment Income $2,414,427

Other Revenue $219,642

TOTAL REVENUE $86,764,695

Expense Breakdown

Grants Paid $23,835,649

Salaries & Benefits $45,480,981

Fundraising Expenses $4,797,437

Program Expenses $76,087,160

Other Expenses $19,720,949

TOTAL EXPENSES $89,142,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,764,695	$77,611,739	+0.1%
Expenses	$89,142,542	$68,349,743	+0.3%
Net Income	$-2,377,847	$9,261,996	-1.3%

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

758

Volunteers

2619

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

$1,078,648

Total Directors

Key Employees

$489,382

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA RHOMBERG	CHAIR	1.00	Officer Director	$0	$0	$0
DEE DEE MENDOZA	SECRETARY	1.00	Officer Director	$0	$0	$0
MAYA TUSSING	TREASURER	1.00	Officer Director	$0	$0	$0
MARY ANN FAKE	DIRECTOR	1.00	Director	$0	$0	$0
CASEY BUDESILICH	DIRECTOR	1.00	Director	$0	$0	$0
ABBAS MOLOO	DIRECTOR	1.00	Director	$0	$0	$0
SHARON C LINCOLN	DIRECTOR	1.00	Director	$0	$0	$0
DIANA VILLALTA	DIRECTOR	1.00	Director	$0	$0	$0
RUTH WILLIAMS	CEO	40.00	Officer	$441,638	$23,198	$464,836
MAMIE FUNAHASHI	CFO (FROM 1/13/2025)	40.00	Officer	$276,601	$29,447	$306,048
CARL TAIBL	CFO (THROUGH 12/31/2024)	40.00	Officer	$273,135	$34,629	$307,764
KATHLEEN BOLTS	VP OF CLIENT SERVICES	40.00	Key Emp	$189,901	$24,722	$214,623
DAVID MCGEE	SR. VP HR & OPERATIONS	40.00	Key Emp	$253,212	$21,547	$274,759
SAMANTHA TRAN	EXECUTIVE DIR.,CAL POLICY	40.00	Highest	$266,452	$42,813	$309,265
JULIE DORF	EXECUTIVE DIR., CNL. FOR GLOBAL EQ.	40.00	Highest	$230,991	$73,171	$304,162
LUCY BLAKE	PRESIDENT,NPS	40.00	Highest	$232,960	$58,982	$291,942
MARK BROMLEY	COUNCIL CHAIR, COUNCIL FOR GLOBAL EQ	40.00	Highest	$216,492	$58,699	$275,191
HEDY CHANG	EXECUTIVE DIR.,ATTENDANCE	40.00	Highest	$206,341	$76,199	$282,540

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	$86,764,695	$89,142,542	$75,263,317	$-2,377,847
2024	$77,611,739	$68,349,743	$74,356,841	$9,261,996
2023	$59,435,734	$55,372,330	$56,232,715	$4,063,404
2022	$57,867,676	$46,310,794	$48,904,163	$11,556,882
2021	$45,233,184	$41,056,672	$38,228,924	$4,176,512
2020	$33,654,695	$35,385,742	$32,963,465	$-1,731,047
2019	$31,427,064	$32,571,900	$32,789,457	$-1,144,836
2018	$36,844,899	$27,321,476	$31,283,136	$9,523,423

COMMUNITY INITIATIVES