THE PETE C GARCIA VICTORIA FOUNDATION INC (EIN 237091708) - 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

1970

Legal Domicile

Principal Officer

DR LOUIS OLIVAS

Phone

6022539533

Tax Period

2018-07-01 to 2019-06-30

THE PETE C GARCIA VICTORIA FOUNDATION INC, founded in 1970, is a small nonprofit in the Unknown sector that reported $188K in total revenue in fiscal year 2018. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $177K left a modest 6% surplus.

Mission

TO INVOLVE THE COMMUNITY TO INCREASE THE RESOURCES WHICH WILL IMPROVE CONDITIONS IN THE AREAS... THE MISSION OF THE VICTORIA FOUNDATION IS TO INVOLVE THE COMMUNITY TO INCREASE THE RESOURCES WHICH WILL IMPROVE CONDITIONS IN THE AREAS OF COMMUNITY DEVELOPMENT, EDUCATION/SCHOLARSHIP, ARTS/CULTURE AND INTERNATIONAL EXCHANGE/FAITH BASED INITIATIVES THROUGH THE USE OF MICRO GRANTS, NONPROFIT INCUBATORS AND DONOR ADVISED FUNDS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $239,836

Program Service Revenue $0

Investment Income $0

Other Revenue $-51,743

TOTAL REVENUE $188,093

Expense Breakdown

Grants Paid $62,370

Salaries & Benefits $72,401

Fundraising Expenses $0

Program Expenses $63,370

Other Expenses $42,439

TOTAL EXPENSES $177,210

Year-over-Year Comparison

	2018	2017	Change
Revenue	$188,093	$951,667	-0.8%
Expenses	$177,210	$266,788	-0.3%
Net Income	$10,883	$684,879	-1.0%

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

$37,000

Total Directors

$37,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ART OTHON	CHAIRMAN (LEFT 6/2019)	2.00	Officer Director	$0	$0	$0
DR LOUIS OLIVAS	PRESIDENT	2.00	Officer Director	$37,000	$0	$37,000
SUZIE MORENO	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JIM SHEE	DIRECTOR	2.00	Director	$0	$0	$0
LOURDES SIERRA	TREASURER	2.00	Officer Director	$0	$0	$0
ANTHONY AGUILAR	SECRETARY	2.00	Officer Director	$0	$0	$0
VICTOR BURROLA	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK LOTZAR	DIRECTOR	2.00	Director	$0	$0	$0
RAUL AGUIRRE	DIRECTOR	2.00	Director	$0	$0	$0
DR STEVEN R GONZALES	DIRECTOR	2.00	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
2019	$188,093	$177,210	$64,326	$10,883

THE PETE C GARCIA VICTORIA FOUNDATION INC