SACRAMENTO 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

1931

Legal Domicile

Principal Officer

DAWNTE EARLY

Phone

9163683000

Tax Period

2023-07-01 to 2024-06-30

SACRAMENTO FOUNDATION, founded in 1931, is a small nonprofit that reported $847K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. Expenses of $724K left a modest 14% surplus.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO SUPPORT THE UNITED WAY CALIFORNIA CAPITAL REGION.

Program Service Accomplishments

Program 1

Expenses: $568,177

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO SUPPORT THE UNITED WAY CALIFORNIA CAPITAL REGION.

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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 $0

Program Service Revenue $0

Investment Income $827,564

Other Revenue $19,187

TOTAL REVENUE $846,751

Expense Breakdown

Grants Paid $568,177

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $568,177

Other Expenses $155,924

TOTAL EXPENSES $724,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$846,751	$409,660	+1.1%
Expenses	$724,101	$741,126	0.0%
Net Income	$122,650	$-331,466	-1.4%

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

$382,845

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWNTE EARLY	PRESIDENT / CEO	1.00	Officer	$0	$15,478	$274,055
CORRINE MORRISON	CFO	1.00	Officer	$0	$4,591	$108,790
DAVE CABLE	CHAIR	1.00	Officer Director	$0	$0	$0
MARK HOAG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALICE PEREZ	SECRETARY	1.00	Officer Director	$0	$0	$0
CANDICE PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
MARC ULRICH	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
TAHIRA CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SPINK	DIRECTOR	1.00	Director	$0	$0	$0
PAM STEWART	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$846,751	$724,101	$14,149,996	$122,650
2023	$409,660	$741,126	$13,582,393	$-331,466
2022	$2,090,074	$531,817	$13,034,180	$1,558,257
2021	$433,016	$499,132	$15,464,034	$-66,116
2020	$606,398	$523,641	$13,086,031	$82,757
2019	$932,042	$579,094	$13,247,772	$352,948
2018	$711,770	$219,049	$13,081,161	$492,721