SAN FRANCISCO MERIONETTES (EIN 946089817) - 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

1956

Legal Domicile

Principal Officer

HUA CAI

Tax Period

2025-01-01 to 2025-12-31

SAN FRANCISCO MERIONETTES, founded in 1956, is a small nonprofit that reported $419K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $370K left a modest 12% surplus.

Mission

TO TEACH SYNCHRONIZED SWIMMING TO BOYS AND GIRLS

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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 (2025)

Revenue Breakdown

Contributions & Grants $406,073

Program Service Revenue $12,468

Investment Income $11

Other Revenue $0

TOTAL REVENUE $418,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,465

Fundraising Expenses $0

Program Expenses $369,620

Other Expenses $134,155

TOTAL EXPENSES $369,620

Year-over-Year Comparison

	2025	2024	Change
Revenue	$418,552	$310,325	+0.3%
Expenses	$369,620	$335,417	+0.1%
Net Income	$48,932	$-25,092	-3.0%

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

N/A

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

$145,484

Total Directors

$145,484

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOREDONA MONTICO	HEAD COACH	040.00	Officer Director Highest	$94,500	$0	$94,500
NILOUFAR ESMAEELI	EXEC DIR COACH	036.00	Officer Director Highest	$50,984	$0	$50,984
BIN MA	DIRECTOR	005.00	Director	$0	$0	$0
MIKE RUSSO	VICE CHAIR	005.00	Officer Director	$0	$0	$0
HUA CAI	TREASURER	005.00	Officer Director	$0	$0	$0
JAY STEWART	SECRETARY	005.00	Officer Director	$0	$0	$0
LISA YEPEZ	PRESIDENT	005.00	Officer Director	$0	$0	$0
VINELA BAKLLAMAJA	DIRECTOR	005.00	Director	$0	$0	$0
ERIC CHOW	DIRECTOR	005.00	Director	$0	$0	$0
HEATHER DOLAN	DIRECTOR	005.00	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
2025	$418,552	$369,620	$148,762	$48,932
2024	$310,325	$335,417	$102,260	$-25,092
2023	$227,678	$163,925	$127,352	$63,753

SAN FRANCISCO MERIONETTES