DEL MAR FOUNDATION (EIN 953718831) - 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

1982

Legal Domicile

Principal Officer

K ALAN LONBOM

Phone

8586351363

Tax Period

2023-01-01 to 2023-12-31

DEL MAR FOUNDATION, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $613K in total revenue in fiscal year 2023. The organization ran a surplus of $283K, a strong 46% operating margin.

Mission

TO PROMOTE CIVIC PRIDE AND COHESIVENESS, ACQUIRE AND PRESERVE OPEN SPACE, IMPROVE BEACHS AND PARKLANDS, RAISE AND GRANT FUNDS, AND SPONSORE DIVERSE CULTURAL PROGRAMS AND COMMUNITY EVENTS IN DEL MAR.

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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 $278,521

Program Service Revenue $85,936

Investment Income $248,889

Other Revenue $0

TOTAL REVENUE $613,346

Expense Breakdown

Grants Paid $93,506

Salaries & Benefits $52,822

Fundraising Expenses $0

Program Expenses $225,735

Other Expenses $183,801

TOTAL EXPENSES $330,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$613,346	$-838,343	-1.7%
Expenses	$330,129	$260,167	+0.3%
Net Income	$283,217	$-1,098,510	-1.3%

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

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
BETTY WHEELER	PAST PRESIDENT	2.50	Director	$0	$0	$0
K ALAN LONBOM	TREASURER	2.50	Officer Director	$0	$0	$0
JEFFERY BARNOUW	DIRECTOR	2.50	Director	$0	$0	$0
KATHY GRIMM	DIRECTOR	2.50	Director	$0	$0	$0
HYLTON LONSTEIN	PRESIDENT	2.50	Officer Director	$0	$0	$0
JULIE MAXEY-ALLISON	DIRECTOR	2.50	Director	$0	$0	$0
THOMAS NEUMAN	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
SUDEEPTO ROY	SECRETARY	2.50	Officer Director	$0	$0	$0
SHELLY SKINNER	DIRECTOR	2.50	Director	$0	$0	$0
LINDA BACHRACH	DIRECTOR	2.50	Director	$0	$0	$0
PHIL BLAIR	DIRECTOR	2.50	Director	$0	$0	$0
CHARLES POPE	DIRECTOR	2.50	Director	$0	$0	$0
GREGORY GLASSMAN	DIRECTOR	2.50	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	$613,346	$330,129	$8,978,872	$283,217
2022	$-838,343	$260,167	$7,643,636	$-1,098,510
2021	$1,254,944	$243,258	$8,744,230	$1,011,686
2020	$1,387,715	$263,533	$7,757,627	$1,124,182
2019	$1,341,148	$221,847	$6,633,146	$1,119,301
2018	$2,717,244	$283,269	$5,513,571	$2,433,975

DEL MAR FOUNDATION