DANA POINT AQUATIC FOUNDATION % DIANE WENZEL (EIN 274230926) - 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

DIANE J WENZEL

Phone

9492352252

Tax Period

2018-07-01 to 2019-06-30

DANA POINT AQUATIC FOUNDATION % DIANE WENZEL, founded in 2010, is a micro nonprofit in the Recreation & Sports sector that reported $58K in total revenue in fiscal year 2018. Expenses of $55K left a modest 4% surplus.

Mission

TO PROVIDE FOR PUBLIC ACCESS AND COMMUNITY EDUCATIONAL SERVICES AT THE OC SAILING & EVENTS CENTER. TO PROVIDE ACCESS TO SAILING AND BOATING SAFETY EDUCATION REGARDLESS OF PHYSICAL, DEVELOPMENTAL, OR ECONOMIC LIMITATIONS. PROMOTING ENVIRONMENTAL STEWARDSHIP AND SUPPORTING DIVERSE RECREATIONAL EXPEREIENCES FOR THE GENERAL PUBLIC IN DANA POINT HARBOR. PROVIDE NEED-BASED SCHOLARSHIPS FOR ACTIVITIES AT THE CENTER.

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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 $47,000

Program Service Revenue $10,705

Investment Income $0

Other Revenue $0

TOTAL REVENUE $57,705

Expense Breakdown

Grants Paid $24,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,243

Other Expenses $31,186

TOTAL EXPENSES $55,186

Year-over-Year Comparison

	2018	2017	Change
Revenue	$57,705	N/A	N/A
Expenses	$55,186	N/A	N/A
Net Income	$2,519	N/A	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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE J WENZEL	DIRECTOR	N/A	Director	$0	$0	$0
W SCOTT EATON	TREASURER	N/A	Officer	$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
2019	$57,705	$55,186	$20,394	$2,519

DANA POINT AQUATIC FOUNDATION % DIANE WENZEL