COMMUNITY INITIATIVES

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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

COMMUNITY INITIATIVES ACTS AS A THOUGHT-PARTNER AND PROVIDES ADMINISTRATIVE SERVICES TO NONPROFIT STARTUPS, ESTABLISHED INITIATIVES, NETWORKS, AND COLLABORATIONS. WE SPONSOR PROJECTS FOR THE BENEFIT OF COMMUNITIES IN SERVICE TO POSITIVE SOCIAL CHANGE.

Program Service Accomplishments

Program 1

Expenses: $76,087,160 Revenue: $14,091,337

COMMUNITY INITIATIVES PARTNERS WITH MORE THAN 170 COMMUNITY-BASED PROJECTS WORKING AT THE FOREFRONT OF CHANGE. ACROSS ISSUE AREAS INCLUDING EDUCATION, HEALTH, ENVIRONMENT, ARTS AND CULTURE, SOCIAL...

COMMUNITY INITIATIVES PARTNERS WITH MORE THAN 170 COMMUNITY-BASED PROJECTS WORKING AT THE FOREFRONT OF CHANGE. ACROSS ISSUE AREAS INCLUDING EDUCATION, HEALTH, ENVIRONMENT, ARTS AND CULTURE, SOCIAL JUSTICE, AND YOUTH DEVELOPMENT, THESE PROJECTS ARE RESPONDING TO URGENT NEEDS, ADVANCING INNOVATIVE SOLUTIONS, AND STRENGTHENING COMMUNITIES EVERY DAY. FROM EXPANDING ACCESS TO EDUCATION AND HEALTHCARE TO PROTECTING THE ENVIRONMENT, UPLIFTING LOCAL ARTISTS, SUPPORTING FAMILIES, AND ADVANCING EQUITY, COMMUNITY INITIATIVES' PROJECTS ARE DEEPLY EMBEDDED IN THE COMMUNITIES THEY SERVE AND ARE DRIVING MEANINGFUL, MEASURABLE IMPACT.THROUGH FISCAL SPONSORSHIP, COMMUNITY INITIATIVES PROVIDES THE INFRASTRUCTURE, COMPLIANCE, AND OPERATIONAL SUPPORT THAT ALLOW THESE PROJECTS TO FOCUS ON WHAT MATTERS MOST: THEIR MISSION. BY REDUCING ADMINISTRATIVE BARRIERS AND STRENGTHENING ORGANIZATIONAL CAPACITY, COMMUNITY INITIATIVES HELPS PROJECTS GROW SUSTAINABLY, DEEPEN THEIR REACH, AND ACCELERATE THEIR IMPACT. TO FURTHER EXPAND THE BROADER IMPACT WITHIN THE NONPROFIT SECTOR, COMMUNITY INITIATIVES STEWARDS AND MANAGES PHILANTHROPIC FUNDS THAT RESOURCE AND EXPAND THIS WORK, ENABLING EVEN MORE COMMUNITY-LED INITIATIVES TO EXTEND THEIR REACH OVER TIME.

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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