EAST BAY COMMUNITY FOUNDATION (EIN 946070996) - 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

1928

Legal Domicile

Principal Officer

BRANDI HOWARD

Phone

5108363223

Tax Period

2022-07-01 to 2023-06-30

EAST BAY COMMUNITY FOUNDATION, founded in 1928, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $35.9M in total revenue in fiscal year 2022. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $127.9M exceeded revenue, resulting in a 256% operating deficit.

Mission

BE THE ORGANIZATION OF CHOICE FOR PHILANTHROPY TO TRANSFORM THE LIVES OF PEOPLE 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 (2022)

Revenue Breakdown

Contributions & Grants $24,352,452

Program Service Revenue $0

Investment Income $11,366,851

Other Revenue $208,417

TOTAL REVENUE $35,927,720

Expense Breakdown

Grants Paid $116,588,045

Salaries & Benefits $6,945,335

Fundraising Expenses $1,659,475

Program Expenses $122,678,329

Other Expenses $4,317,855

TOTAL EXPENSES $127,851,235

Year-over-Year Comparison

	2022	2021	Change
Revenue	$35,927,720	$80,523,563	-0.6%
Expenses	$127,851,235	$187,034,381	-0.3%
Net Income	$-91,923,515	$-106,510,818	-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

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

$891,960

Total Directors

$406,905

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK FRIEDMAN	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN GOVEA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CONNIE CAGAMPANG HELLER	ASSISTANT TREASURER (THRU 3/21/23)	2.00	Officer Director	$0	$0	$0
IARA PENG	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
GWEN WALDEN	SECRETARY (THRU 9/26/22)	2.00	Officer Director	$0	$0	$0
TOM HANENBURG	SECRETARY	2.00	Officer Director	$0	$0	$0
QUINN DELANEY	DIRECTOR	2.00	Director	$0	$0	$0
STEFANO BERTOZZI	DIRECTOR (THRU 12/30/22)	2.00	Director	$0	$0	$0
CATHERINE CHEN	DIRECTOR	2.00	Director	$0	$0	$0
MONA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
BERNARD BOUDREAUX	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA CALLOWAY	SR ADVR (INT PRES/CEO THRU 12/30/22)	40.00	Officer Director	$328,192	$34,784	$362,976
BRANDI HOWARD	PRESIDENT/CEO (STARTED 11/14/22)	38.00	Officer Director	$40,490	$3,439	$43,929
VALERIE RED-HORSE MOHL	SENIOR ADVISOR (CFO THRU 3/6/23)	38.00	Officer	$236,986	$61,751	$298,737
GENEVIEVE ZARAGOZA	CONTROLLER & INTERIM CFO	37.00	Officer	$142,432	$43,886	$186,318
TALITHA GREEN LING	VP OF HR & OPS (THRU 11/11/22)	40.00	Highest	$321,694	$10,058	$331,752
AMY FITZGERALD	VP OF COMMUNITY INVEST & P'SHIPS	40.00	Highest	$184,171	$40,650	$224,821
ANOOP KAUR	DIR OF DONOR SERV. & ADMIN SUP	39.00	Highest	$135,982	$16,130	$152,112
ANDREW HATTORI	VP OF COMMUNICATIONS	40.00	Highest	$185,871	$16,323	$202,194
BYRON JOHNSON	SENIOR PROGRAM DIRECTOR	40.00	Highest	$146,043	$36,618	$182,661
JAMES HEAD	FORMER PRES & CEO (THRU 3/8/22)	0.00		$112,936	$8,374	$121,310

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$35,927,720	$127,851,235	$555,507,029	$-91,923,515
2022	$80,523,563	$187,034,381	$653,725,944	$-106,510,818
2021	$390,383,292	$246,782,881	$785,752,885	$143,600,411
2020	$456,879,431	$83,200,901	$594,786,047	$373,678,530
2019	$34,892,160	$77,171,895	$225,312,518	$-42,279,735
2018	$133,136,986	$59,737,677	$261,912,786	$73,399,309

EAST BAY COMMUNITY FOUNDATION