MILLBRAE 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

1996

Legal Domicile

Principal Officer

MAUREEN DAVIS

Phone

6507371905

Tax Period

2021-07-01 to 2022-06-30

MILLBRAE COMMUNITY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $299K in total revenue in fiscal year 2021. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $101K, a strong 34% operating margin.

Mission

THE MILLBRAE COMMUNITY FOUNDATION WAS CREATED TO ENHANCE THE LIVES OF ALL WHO LIVE IN OUR COMMUNITY. WE ARE A VOLUNTEER ORGANIZATION THAT RAISES MONEY FOR AND GIVES GRANTS TO PROJECTS THAT FULFILL THE UNMET NEEDS OF OUR CITIZENS. WE WORK INDEPENDENTLY OF GOVERNMENT, AND COLLABORATIVELY WITH ORGANIZATIONS THAT SERVE MILLBRAE AND ITS PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $192,642

EXPANDING SERVICES AND PROGRAMS FOR YOUTH, ADULTS AND SENIORS AND TO SECURE FUNDS FOR CAPITAL IMPROVEMENT PROJECTS THAT WILL ASSIST WITH THE IMPLEMENTATION OF THESE PROGRAMS AND SERVICES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $295,332

Program Service Revenue $0

Investment Income $901

Other Revenue $3,159

TOTAL REVENUE $299,392

Expense Breakdown

Grants Paid $189,933

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,642

Other Expenses $8,354

TOTAL EXPENSES $198,287

Year-over-Year Comparison

	2021	2020	Change
Revenue	$299,392	$2,902,797	-0.9%
Expenses	$198,287	$2,731,885	-0.9%
Net Income	$101,105	$170,912	-0.4%

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
DENIS FAMA	PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNNE FERRARIO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTINE BALTASAR	CORRESPONDING SECRETARY	1.00	Officer Director	$0	$0	$0
MAUREEN DAVIS	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
CATHERINE QUIGG	CO-TREASURER	1.00	Officer Director	$0	$0	$0
JOE TERESI	CO-TREASURER	1.00	Officer Director	$0	$0	$0
JANET FOGARTY	DIRECTOR	1.00	Director	$0	$0	$0
WALT GLADWIN	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE VAN WART	DIRECTOR	1.00	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
2022	$299,392	$198,287	$435,704	$101,105
2021	$2,902,797	$2,731,885	$1,721,197	$170,912