One Fresno Foundation (EIN 272531998) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Jerry Dyer

Phone

5593201120

Tax Period

2021-01-01 to 2021-12-31

One Fresno Foundation, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $221K in total revenue in fiscal year 2021. Revenue surged 2075% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 73% operating margin.

Mission

To help Fresno become an inclusive, prosperous, beautiful city in which people take pride.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $220,170

Program Service Revenue $0

Investment Income $49

Other Revenue $1,018

TOTAL REVENUE $221,237

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,541

Other Expenses $55,980

TOTAL EXPENSES $58,980

Year-over-Year Comparison

	2021	2020	Change
Revenue	$221,237	$10,170	+20.8%
Expenses	$58,980	$15,817	+2.7%
Net Income	$162,257	$-5,647	-29.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerry Dyer	Board Chair	1.00	Officer Director	$0	$0	$0
Matthew Grundy	Vice-Chair	5.00	Officer Director	$0	$0	$0
Tim Orman	Treasurer	1.00	Officer Director	$0	$0	$0
Chris Montelongo	Secretary	1.00	Officer Director	$0	$0	$0
Fabiola Ramirez	Board Member	1.00	Director	$0	$0	$0
Danielle Parnagian	Board Member	1.00	Director	$0	$0	$0
Gurdeep Shergill	Board Member	1.00	Director	$0	$0	$0
Kurt Madden	Board Member	1.00	Director	$0	$0	$0
Ivonne Der Torosian	Board Member	1.00	Director	$0	$0	$0
Monica Diaz	Board Member	1.00	Director	$0	$0	$0
Mitch Herr	Board Member	1.00	Director	$0	$0	$0
Jervis Cole	Board Member	1.00	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
2021	$221,237	$58,980	$164,304	$162,257

One Fresno Foundation