Contra Costa Board of Realtors Scholarship Foundation (EIN 946173381) - 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

1967

Legal Domicile

Phone

9256984495

Tax Period

2025-01-01 to 2025-12-31

Contra Costa Board of Realtors Scholarship Foundation, founded in 1967, is a micro nonprofit that reported $79K in total revenue in fiscal year 2025. Net assets of $655K represent 99 months of operating reserves.

Mission

THE SCHOLARSHIP FOUNDATION PROVIDES COLLEGE SCHOLARSHIP GRANTS TO QUALIFYING STUDENTS. THEIR COMMITMENT IS TO MAKE A DIFFERENCE BY SUPPORTING HIGHER EDUCATION. IN THE PAST SIX YEARS ALONE,THE FOUNDATION HAS AWARDED OVER $300,000 IN COLLEGE GRANTS TO DESERVING STUDENTS.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $43,310

Program Service Revenue $0

Investment Income $35,955

Other Revenue $0

TOTAL REVENUE $79,265

Expense Breakdown

Grants Paid $55,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,240

Other Expenses $25,049

TOTAL EXPENSES $80,549

Year-over-Year Comparison

	2025	2024	Change
Revenue	$79,265	$76,852	+0.0%
Expenses	$80,549	$75,331	+0.1%
Net Income	$-1,284	$1,521	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Muetterties	President	3.00	Director	$0	$0	$0
Bill Erb	Treasurer	3.00	Director	$0	$0	$0
Michael Moore	Secretary	3.00	Director	$0	$0	$0
Brittany Marino	Trustee	1.00	Director	$0	$0	$0
Terry Moore	Trustee	1.00	Director	$0	$0	$0
Marianne Bordogna	Vice President	3.00	Director	$0	$0	$0
Lupe Kemper	Trustee	1.00	Director	$0	$0	$0
Ruthie Abelson Olivas	Trustee	1.00	Director	$0	$0	$0
Long T Nguyen	Trustee	1.00	Director	$0	$0	$0
Jonas Champion	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
2025	$79,265	$80,549	$654,795	$-1,284
2024	$76,852	$75,331	$656,079	$1,521
2023	$89,864	$80,370	$654,558	$9,494
2022	$101,894	$69,484	$645,064	$32,410
2021	$140,492	$68,765	$612,654	$71,727
2020	$65,056	$72,722	$540,927	$-7,666
2019	$121,759	$81,358	$548,593	$40,401
2018	$112,480	$79,922	$508,192	$32,558

Contra Costa Board of Realtors Scholarship Foundation