ALICE M R GRIFFIN FUND C/O FIRST UNITARIAN UNIVERSALIST SOC SF (EIN 946080967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

MATTHEW ANDERSON

Phone

4157764580

Tax Period

2024-01-01 to 2024-12-31

ALICE M R GRIFFIN FUND C/O FIRST UNITARIAN UNIVERSALIST SOC SF, founded in 1963, is a small nonprofit in the Religion sector that reported $108K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $37K, a strong 34% operating margin.

Mission

SUPPORTING THE FIRST UNITARIAN UNIVERSALIST SOCIETY OF SAN FRANCISCO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $107,990

Other Revenue $0

TOTAL REVENUE $107,990

Expense Breakdown

Grants Paid $57,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,000

Other Expenses $13,806

TOTAL EXPENSES $70,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,990	$125,774	-0.1%
Expenses	$70,806	$64,073	+0.1%
Net Income	$37,184	$61,701	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
LINDA ENGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
GALEN WORKMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LUCY SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
CARRIE STEERE SALAZAR	TRUSTEE	1.00	Director	$0	$0	$0
DAVID JONES	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD ORINGER	TRUSTEE	1.00	Director	$0	$0	$0
REVEREND VANESSA RUSH SOUTHERN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE GOWIN	TRUSTEE	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
2024	$107,990	$70,806	$1,560,094	$37,184
2023	$125,774	$64,073	$1,416,768	$61,701
2022	$117,836	$59,971	$1,342,851	$57,865
2021	$67,319	$61,453	$1,565,497	$5,866
2020	$34,247	$60,953	$1,347,460	$-26,706
2019	$116,267	$52,886	$1,279,895	$63,381
2018	$157,614	$39,957	$1,083,510	$117,657

ALICE M R GRIFFIN FUND C/O FIRST UNITARIAN UNIVERSALIST SOC SF