VIP Education Fund (EIN 270328874) - 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

Monica Dorcey

Tax Period

2017-07-01 to 2018-06-30

VIP Education Fund, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $383K in total revenue in fiscal year 2017. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 25% operating margin.

Mission

VIP EF is a nonprofit Arizona Corporation whose mission is to provide education for citizens on aspects of effective leadership as well as participation in public forums and civic organizations.

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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 (2017)

Revenue Breakdown

Contributions & Grants $380,442

Program Service Revenue $0

Investment Income $2,490

Other Revenue $0

TOTAL REVENUE $382,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,254

Fundraising Expenses $2,832

Program Expenses $238,590

Other Expenses $222,174

TOTAL EXPENSES $285,428

Year-over-Year Comparison

	2017	2016	Change
Revenue	$382,932	$185,983	+1.1%
Expenses	$285,428	$123,599	+1.3%
Net Income	$97,504	$62,384	+0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Monica Dorcey	President	0.00	Officer Director	$0	$0	$0
William Moore	Treasurer	0.00	Officer Director	$0	$0	$0
Josefina Sanchez	Director	0.00	Director	$0	$0	$0
Azucena Gonzalez	Director	0.00	Director	$0	$0	$0
Joe Rubio	Executive Director	30.00	Key Emp	$0	$0	$0
Arturo Aguila	Executive Director	30.00	Key Emp	$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
2018	$382,932	$285,428	$260,152	$97,504

VIP Education Fund