Richmond Community Foundation (EIN 943337754) - 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

1999

Legal Domicile

Principal Officer

James Becker

Phone

5102341200

Tax Period

2024-07-01 to 2025-06-30

Richmond Community Foundation, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.1M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $10.0M exceeded revenue, resulting in a 10% operating deficit.

Mission

To build healthy,sustainable communities throughout Richmond and Contra Costa county.

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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 $7,301,633

Program Service Revenue $1,306,139

Investment Income $369,856

Other Revenue $122,065

TOTAL REVENUE $9,099,693

Expense Breakdown

Grants Paid $4,198,820

Salaries & Benefits $3,065,868

Fundraising Expenses $321,466

Program Expenses $8,443,292

Other Expenses $2,763,042

TOTAL EXPENSES $10,027,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,099,693	$6,144,108	+0.5%
Expenses	$10,027,730	$6,606,631	+0.5%
Net Income	$-928,037	$-462,523	+1.0%

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

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

$179,234

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lucinda Bazille	Chair	2.00	Officer Director	$0	$0	$0
Gregory Medley	Vice Chair	2.00	Officer Director	$0	$0	$0
DW Kim	Treasurer	2.00	Officer Director	$0	$0	$0
Jennifer Zauner Clausen	Secretary	2.00	Officer Director	$0	$0	$0
Cynthia LeBlanc	Immediate Past Chair	2.00	Director	$0	$0	$0
Cristina Perez Abelson	Director	1.00	Director	$0	$0	$0
Mitzii Perez Caro	Director	1.00	Director	$0	$0	$0
Sonja Malaga	Director	1.00	Director	$0	$0	$0
Stephanie Rivera	Director	1.00	Director	$0	$0	$0
Kimberly Rogers	Director	1.00	Director	$0	$0	$0
Maggie Blanc White	Director	1.00	Director	$0	$0	$0
Dhoryan Rizo left Oct 2025	Director	2.00	Director	$0	$0	$0
James Becker	CEO	40.00	Officer	$160,000	$19,234	$179,234
Mariana Moore	Senior Director	40.00	Highest	$130,665	$0	$130,665
Roxanne Carrillo Garza	Senior Director	40.00	Highest	$118,182	$0	$118,182
Linden Podschun	Senior Director	40.00	Highest	$115,908	$0	$115,908

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	$9,099,693	$10,027,730	$6,810,688	$-928,037
2024	No data	No data	No data	No data
2023	$5,680,670	$6,417,828	$6,552,642	$-737,158
2022	$4,311,313	$5,233,625	$7,321,513	$-922,312
2021	$4,537,447	$4,417,618	$8,938,978	$119,829
2020	$3,496,672	$4,377,018	$7,749,542	$-880,346
2019	$2,419,900	$3,669,123	$8,066,306	$-1,249,223
2018	$2,659,636	$4,678,914	$9,723,808	$-2,019,278

Richmond Community Foundation