MORENO VALLEY COMMUNITY FOUNDATION

EIN: 261295880 501(c)(3) Community Improvement

MORENO VALLEY, CA

Total Revenue
$706,039
Total Expenses
$511,442
Total Assets
$1,391,644
Net Assets
$1,379,369
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
CA
Principal Officer
DENA HEALD
Phone
9514133063
Tax Period
2023-07-01 to 2024-06-30

MORENO VALLEY COMMUNITY FOUNDATION, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $706K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $195K, a strong 28% operating margin.

Mission

THE SPECIFIC PURPOSES OF THE FOUNDATION ARE TO LESSEN THE BURDENS OF GOVERNMENT BY AIDING AND ASSISTING IN THE IMPLEMENTATION, IMPROVEMENT, AND MAINTENANCE OF PUBLIC SERVICES THAT PRESERVE AND PROMOTE THE HEALTH AND WELFARE AND EDUCATION OF LOCAL CITIZENRY OF THE CITY OF MORENO VALLEY. TO FORM UNINCORPORATED DIVISIONS RESPONSIBLE FOR FURTHERANCE OF ONE OR MORE OF SUCH PUBLIC SERVICES AS DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS OF THIS CORPORATION. TO RECEIVE, INVEST, AND UTILIZE FUNDS AND PROPERTY ACQUIRED THROUGH THE SOLICITATION OF CONTRIBUTIONS, DONATIONS, GRANTS, GIFTS, BEQUESTS AND THE LIKE FOR THE PURPOSES FOR WHICH THIS CORPORATION IS FORMED.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $706,039
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $706,039

Expense Breakdown

Grants Paid $218,750
Salaries & Benefits $9,071
Fundraising Expenses $0
Program Expenses $511,442
Other Expenses $283,621
TOTAL EXPENSES $511,442

Year-over-Year Comparison

2023 2022 Change
Revenue $706,039 $6,497,897 -0.9%
Expenses $511,442 $6,225,618 -0.9%
Net Income $194,597 $272,279 -0.3%
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

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Governance

Voting Members
4
Independent Members
4
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
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ULISES CABRERA CITY MAYOR 0.00
Director
$0 $0 $0
EDWARD A DELGADO COUNCILMEMBER 0.00
Director
$0 $0 $0
ELENA BACA-SANTA CRUZ COUNCILMEMBER 0.00
Director
$0 $0 $0
CHEYLYNDA BARNARD MAYOR PRO TEM 0.00
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 No data No data No data No data
2024 $706,039 $511,442 $1,391,644 $194,597
2023 $6,497,897 $6,225,618 $1,221,825 $272,279
2022 $522,993 $438,534 $915,493 $84,459
2021 $644,974 $38,589 $840,905 $606,385
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