LEONARD & BERYL BUCK FOUNDATION C/O WELLS FARGO BANK (EIN 946485668) - 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

1979

Legal Domicile

Principal Officer

STACEY R ASHTON

Phone

7045902828

Tax Period

2022-07-01 to 2023-06-30

LEONARD & BERYL BUCK FOUNDATION C/O WELLS FARGO BANK, founded in 1979, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $62.1M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $55.3M left a modest 11% surplus.

Mission

GRANT MAKING TO NON-PROFIT CHARITABLE, RELIGIOUS OR EDUCATIONAL ORGS. IN MARIN COUNTY, CA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $62,145,543

Other Revenue $0

TOTAL REVENUE $62,145,543

Expense Breakdown

Grants Paid $42,367,774

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,947,808

Other Expenses $12,889,631

TOTAL EXPENSES $55,257,405

Year-over-Year Comparison

	2022	2021	Change
Revenue	$62,145,543	$55,717,446	+0.1%
Expenses	$55,257,405	$44,490,973	+0.2%
Net Income	$6,888,138	$11,226,473	-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

N/A

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
N/A	INVESTMENT TRUSTEE	10.00		$0	$0	$0
N/A	DISTRIBUTION TRUSTEE	10.00		$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	No data	No data	No data	No data
2023	$62,145,543	$55,257,405	$1,056,902,471	$6,888,138
2022	$55,717,446	$44,490,973	$1,041,465,445	$11,226,473
2021	$49,528,085	$56,067,444	$1,159,755,958	$-6,539,359
2020	$56,088,299	$48,717,138	$913,347,774	$7,371,161
2019	$53,504,592	$36,565,064	$959,513,373	$16,939,528
2018	$57,779,612	$50,268,681	$949,964,754	$7,510,931

LEONARD & BERYL BUCK FOUNDATION C/O WELLS FARGO BANK