T GARY AND KATHLEEN ROGERS SUPPORT… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

KATHLEEN ROGERS

Phone

5108363223

Tax Period

2018-07-01 to 2019-01-31

T GARY AND KATHLEEN ROGERS SUPPORTING FAMILY FOUNDATION, founded in 2000, is a micro nonprofit that reported $49K in total revenue in fiscal year 2018. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 6374% operating deficit.

Mission

NONE. THE UNADOPTED MISSION STATEMENT IS TO CONDUCT OR SUPPORT ACTIVITIES THAT CARRY OUT, SUPPORT OR FURTHER THE MISSION OF THE EAST BAY COMMUNITY FOUNDATION.

Program Service Accomplishments

Program 1

Expenses: $3,181,260 Revenue: $0

THE FOUNDATION MADE 36 GRANTS TO A VARIETY OF EDUCATIONAL AND HEALTH RELATED NON-PROFIT ORGANIZATIONS IN THE EAST BAY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $49,326

Other Revenue $0

TOTAL REVENUE $49,326

Expense Breakdown

Grants Paid $3,181,260

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,181,260

Other Expenses $11,961

TOTAL EXPENSES $3,193,221

Year-over-Year Comparison

	2018	2017	Change
Revenue	$49,326	$494,148	-0.9%
Expenses	$3,193,221	$3,806,858	-0.2%
Net Income	$-3,143,895	$-3,312,710	-0.1%

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

$228,361

Total Directors

$141,180

Key Employees

$291,514

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN ROGERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
NICOLE TAYLOR	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID PONTECORVO	DIRECTOR	2.00	Director	$0	$37,549	$141,180
BRIAN ROGERS	CEO	2.00	Officer	$0	$35,630	$228,361
RHONNEL SOTELO	EXECUTIVE DIRECTOR	4.00	Key Emp	$0	$32,011	$291,514

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
2019	$49,326	$3,193,221	No data	$-3,143,895
2018	$494,148	$3,806,858	$3,228,945	$-3,312,710

T GARY AND KATHLEEN ROGERS SUPPORTING FAMILY FOUNDATION