Elk Grove Community Foundation

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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

1987

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Elk Grove Community Foundation, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $794K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $359K, a strong 45% operating margin.

Mission

TO FACILITATE THE DEVELOPMENT OF EDUCATIONAL OPPORTUNITIES AND PROGRAMS THROUGH SCHOLARSHIPS AND GRANTS, AND TO COORDINATE CONTRIBUTIONS TO MEET THE COMMUNITYS NEEDS.

Program Service Accomplishments

Program 1

Expenses: $345,203

DISTRIBUTIONS WERE GRANTED FROM ACCUMULATED CONTRIBUTIONS AND EARNINGS FOR COLLEGE SCHOLARSHIPS

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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 (2023)

Revenue Breakdown

Contributions & Grants $290,957

Program Service Revenue $0

Investment Income $420,615

Other Revenue $82,022

TOTAL REVENUE $793,594

Expense Breakdown

Grants Paid $345,203

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $345,203

Other Expenses $89,224

TOTAL EXPENSES $434,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$793,594	$640,873	+0.2%
Expenses	$434,427	$376,560	+0.2%
Net Income	$359,167	$264,313	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KEVIN SPEASE	DIRECTOR	Director	$0	$0	$0
BRIAN WIESE	DIRECTOR	Director	$0	$0	$0
NATASHA MOORE	DIRECTOR	Director	$0	$0	$0
ELIZABETH PINKERTON	DIRECTOR	Director	$0	$0	$0
MIKE ZEHNDER	DIRECTOR	Director	$0	$0	$0
GLENN IBE	DIRECTOR	Director	$0	$0	$0
MIKE KASHIWAGI	DIRECTOR	Director	$0	$0	$0
DRU BORNHOEF	DIRECTOR	Director	$0	$0	$0
JESSICA HALLBOURG	DIRECTOR	Director	$0	$0	$0
MERRILEE LEWIS ENGEL	DIRECTOR	Director	$0	$0	$0
FAYE BUNDESEN	DIRECTOR	Director	$0	$0	$0
MARIE COLEMAN	DIRECTOR	Director	$0	$0	$0
JANET HUME	DIRECTOR	Director	$0	$0	$0
CHET MADISON	VICE PRESIDENT	Officer Director	$0	$0	$0
REBECCA DAVIS	VICE PRESIDENT	Officer Director	$0	$0	$0
PAT HUME	PRESIDENT	Officer Director	$0	$0	$0
ARLENE HEIN	REPORTER	Officer Director	$0	$0	$0
STEVE SINGLETON	TREASURER	Officer Director	$0	$0	$0
SUZANNE KENNEDY	VICE PRESIDENT	Officer 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	No data	No data	No data	No data
2023	$793,594	$434,427	$6,435,933	$359,167
2022	$640,873	$376,560	$5,767,106	$264,313
2021	$1,103,845	$369,974	$6,408,158	$733,871
2020	$533,514	$314,316	$5,617,704	$219,198
2019	$641,062	$319,146	$4,823,485	$321,916
2018	$492,047	$276,409	$4,006,747	$215,638