GECU FOUNDATION (EIN 208801986) - 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

2007

Legal Domicile

Principal Officer

EMMELINE GARCIA

Phone

9157789221

Tax Period

2023-01-01 to 2023-12-31

GECU FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $844K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $816K left a modest 3% surplus.

Mission

THE GECU FOUNDATION WORKS TO SUPPORT GECU MISSION, GOALS & THE CREDIT UNION MOVEMENT BY SUPPORTING CHARITABLE CAUSES FOCUSING ON TWELVE DEVELOPMENT ISSUES THAT AFFECT OUR COMMUNITY

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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 $617,500

Program Service Revenue $0

Investment Income $1,937

Other Revenue $224,074

TOTAL REVENUE $843,511

Expense Breakdown

Grants Paid $584,698

Salaries & Benefits $0

Fundraising Expenses $1,269

Program Expenses $766,240

Other Expenses $231,247

TOTAL EXPENSES $815,945

Year-over-Year Comparison

	2023	2022	Change
Revenue	$843,511	$1,003,675	-0.2%
Expenses	$815,945	$893,183	-0.1%
Net Income	$27,566	$110,492	-0.8%

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

316

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
CRYSTAL LONG	CHAIRMAN	2.0	Officer Director	$0	$0	$0
BRAD TAYLOR	DIRECTOR	2.0	Director	$0	$0	$0
TOMAS SIGALA JR	DIRECTOR	2.0	Director	$0	$0	$0
GRACE VAUGHN	TREASURER AND SECRETARY	2.0	Officer Director	$0	$0	$0
ELVIRA VALLES	DIRECTOR	2.0	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	$843,511	$815,945	$287,110	$27,566
2022	$1,003,675	$893,183	$259,544	$110,492
2021	$787,862	$857,201	$149,052	$-69,339
2020	$507,734	$712,547	$245,860	$-204,813
2020	$507,734	$676,380	$236,183	$-168,646
2019	$468,260	$416,733	$451,073	$51,527
2018	$299,093	$80,339	$385,406	$218,754

GECU FOUNDATION