THE BETTY UPHAM GOURAUD MUSIC FOUNDATION (EIN 266697263) - 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

2008

Legal Domicile

Phone

6192994909

Tax Period

2021-01-01 to 2021-12-31

THE BETTY UPHAM GOURAUD MUSIC FOUNDATION, founded in 2008, is a micro nonprofit in the Religion sector that reported $20K in total revenue in fiscal year 2021. Revenue fell 41% from the prior year — a significant decline worth monitoring.

Mission

THE FOUNDATION IS TO PROVIDE CONTINUOUS FINANCIAL SUPPORT FOR THE BENEFIT OF THE MUSIC PROGRAM OF THE RECTOR, WARDENS AND VESTRYMEN OF ALL SOULS' PARISH CHURCH, POINT LOMA, SAN DIEGO, A CALIFORNIA CORPORATION, THROUGH A SUBSTANTIAL ENDOWMENT CONTRIBUTION FROM THE BETTY GOURAUD TRUST. THE FOUNDATION IS OPERATED IN ACCORDANCE WITH THE PROVISIONS OF THE CHARITABLE TRUST DOCUMENT AND THE MUSIC PROGRAM SUPPORT REQUIREMENTS OUTLINED IN THE MEMORANDUM OF UNDERSTANDING FOR SUPPORT FROM BETTY UPHAM GOURAUD ON JULY 12, 1998.

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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 $0

Program Service Revenue $0

Investment Income $19,841

Other Revenue $0

TOTAL REVENUE $19,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	$19,841	$33,602	-0.4%
Expenses	N/A	N/A	N/A
Net Income	N/A	$33,602	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
RUBEN VALENZUELA	Director	Director	$0	$0	$0
ANN EVANS	Trustee	Director	$0	$0	$0
LANITA CARROLL	Trustee	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	$19,841	No data	$576,993	No data
2020	$33,602	No data	$584,359	No data
2019	$-10,940	No data	$559,920	No data
2018	$18,086	No data	$527,302	No data

THE BETTY UPHAM GOURAUD MUSIC FOUNDATION