TEMECULA VALLEY HIGH SCHOOL GOLDEN BEAR FOUNDATION (EIN 261917730) - 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

2009

Legal Domicile

Principal Officer

JENNIFER NGUYEN

Tax Period

2021-01-01 to 2021-12-31

TEMECULA VALLEY HIGH SCHOOL GOLDEN BEAR FOUNDATION, founded in 2009, is a small nonprofit that reported $262K in total revenue in fiscal year 2021. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 19% operating margin.

Mission

THE GOLDEN BEAR FOUNDATION PROVIDES A PERMANENT FUNDRAISING SOURCE FOR ENHANCING THE DEVELOPMENT OF OUR STUDENTS AND ENCOURAGING THEM TO EXCEL IN THEIR EDUCATION AND SPECIFIC AREAS OF INTEREST.

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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 (2021)

Revenue Breakdown

Contributions & Grants $260,537

Program Service Revenue $0

Investment Income $0

Other Revenue $1,398

TOTAL REVENUE $261,935

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $14,234

Program Expenses $193,826

Other Expenses $207,999

TOTAL EXPENSES $210,999

Year-over-Year Comparison

	2021	2020	Change
Revenue	$261,935	$116,178	+1.3%
Expenses	$210,999	$141,377	+0.5%
Net Income	$50,936	$-25,199	-3.0%

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

N/A

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
JENNIFER NGUYEN	PRESIDENT	3	Officer Director	$0	$0	$0
MEL HILBIG	VICE PRESIDENT	3	Officer Director	$0	$0	$0
LIZ CARPENTER	SECRETARY	3	Officer Director	$0	$0	$0
PAMELA DIMMICK	CHIEF FINANCIAL OFFICER	5	Officer Director	$0	$0	$0
BECCA MARKS-ANDERSON	COMPLIANCE OFFICER	3	Officer Director	$0	$0	$0
NATHAN HILBIG	MEMBER AT LARGE	1	Director	$0	$0	$0
ANNE HITCH	MEMBER AT LARGE	1	Director	$0	$0	$0
ERIN NAY	MEMBER AT LARGE	1	Director	$0	$0	$0
VONNY BOGAN	VP WAYS AND MEANS	3	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
2021	$261,935	$210,999	$253,282	$50,936
2019	$361,728	$319,950	$225,605	$41,778

TEMECULA VALLEY HIGH SCHOOL GOLDEN BEAR FOUNDATION