BUENA VIDA FOUNDATION INC (EIN 300060190) - 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

2001

Legal Domicile

Principal Officer

KARIN LAUTENSCHLAGER

Phone

3217240060

Tax Period

2024-01-01 to 2024-12-31

BUENA VIDA FOUNDATION INC, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $253K in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $215K, a strong 85% operating margin.

Mission

THE MISSION OF BUENA VIDA FOUNDATION, INC. IS TO IMPROVE THE QUALITY OF LIFE FOR BUENA VIDA RESIDENTS AND TO MAKE BUENA VIDA ESTATES AN EVEN MORE DESIRABLE AND CARING PLACE FOR ITS EMPLOYEES TO WORK. TO DO THIS, THE FOUNDATION FUNDS CAPITAL IMPROVEMENTS AND EMPLOYEE EDUCATIONAL SCHOLARSHIPS. IT ALSO SUPPORTS ACTIVITIES THAT PROVIDE, PROMOTE AND/OR CONTRIBUTE TO THE PHYSICAL, SPIRITUAL, AND MENTAL HEALTH OF THE RESIDENTS. THE FOUNDATION ALSO SUPPORTS OUTSIDE CHARITABLE ORGANIZATIONS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $151,842

Program Service Revenue $0

Investment Income $101,487

Other Revenue $0

TOTAL REVENUE $253,329

Expense Breakdown

Grants Paid $24,575

Salaries & Benefits $0

Fundraising Expenses $1,819

Program Expenses $30,046

Other Expenses $13,481

TOTAL EXPENSES $38,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,329	$127,636	+1.0%
Expenses	$38,056	$24,579	+0.5%
Net Income	$215,273	$103,057	+1.1%

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

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
DON LEES	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARGARET STROUP	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
RICHARD BUSTELLO	TREASURER	0.50	Officer Director	$0	$0	$0
EILEEN EDMINSTON	SECRETARY	0.50	Officer Director	$0	$0	$0
LORI BALDWIN	DIRECTOR	0.50	Director	$0	$0	$0
ROY VALDES	DIRECTOR	0.50	Director	$0	$0	$0
LEE ROYER	DIRECTOR	0.50	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
2024	$253,329	$38,056	$1,218,936	$215,273
2023	$127,636	$24,579	$1,017,205	$103,057
2022	$57,042	$27,384	$864,979	$29,658
2021	$96,583	$22,577	$884,060	$74,006
2020	$100,757	$47,337	$805,005	$53,420
2019	$101,798	$44,814	$742,113	$56,984
2018	$51,937	$29,975	$675,218	$21,962

BUENA VIDA FOUNDATION INC