PACIFIC WEST CERTIFIED DEVELOPMENT CORPORATION (EIN 273668308) - 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

2010

Legal Domicile

Principal Officer

ROBERT FORSYTHE

Phone

9493056520

Tax Period

2018-01-01 to 2018-12-31

PACIFIC WEST CERTIFIED DEVELOPMENT CORPORATION, founded in 2010, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year.

Mission

SBA LICENSED LENDING CORP PROVIDING BELOW MARKET, LONG-TERM FIXED RATE FINANCING.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,520,727

Investment Income $732

Other Revenue $0

TOTAL REVENUE $2,521,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,027,063

Fundraising Expenses $0

Program Expenses $2,520,542

Other Expenses $696,925

TOTAL EXPENSES $2,723,988

Year-over-Year Comparison

	2018	2017	Change
Revenue	$2,521,459	$2,739,609	-0.1%
Expenses	$2,723,988	$2,592,259	+0.1%
Net Income	$-202,529	$147,350	-2.4%

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

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

$300,385

Total Directors

$300,385

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FORSYTHE ROBERT	PRESIDENT/SECRETARY/TRESUR	40.00	Officer Director	$265,375	$35,010	$300,385
SEERY RICHARD THOMAS	DIRECTOR	1.00	Officer Director	$0	$0	$0
BRODT ROBERT	DIRECTOR	1.00	Director	$0	$0	$0
EK SUZIE	DIRECTOR	1.00	Director	$0	$0	$0
ESGRO DAVID	DIRECTOR	1.00	Director	$0	$0	$0
GLASSMAN ERIC	DIRECTOR	1.00	Director	$0	$0	$0
MARQUART JEFF	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR ERIC	DIRECTOR	1.00	Director	$0	$0	$0
WHITFIELD SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DAVIDSON BRADLEY	VP-SENIOR CREDIT OFFICER	40.00	Highest	$107,937	$10,247	$118,184
HAND WILLIAM	RELATIONSHIP MANAGER	40.00	Highest	$108,671	$6,821	$115,492
KOJIMA RODNEY	RELATIONSHIP MANAGER	40.00	Highest	$160,618	$29,833	$190,451
OSAKI JEREMY	VP - RELATIONSHIP MANAGER	40.00	Highest	$224,492	$18,313	$242,805
SEBASTIAN ROBERT	VP - RELATONSHIP MANAGER	40.00	Highest	$255,533	$24,534	$280,067

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	$2,521,459	$2,723,988	$368,312	$-202,529

PACIFIC WEST CERTIFIED DEVELOPMENT CORPORATION