ARBOR-VITAE FOUNDATION (EIN 320638713) - 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

2020

Principal Officer

BENNY GUZMAN

Phone

9092478666

Tax Period

2020-09-25 to 2020-12-31

ARBOR-VITAE FOUNDATION, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $600K in total revenue in fiscal year 2020.

Mission

THERE IS ALWAYS A BROAD RANGE OF THOSE WHO NEED SUPPORT. WHEN APPLYING FOR SUPPORT, CERTAIN CRITERIA CAN PREVENT INDIVIDUALS WHO NEED AID FROM RECEIVING IT BECAUSE THEY BARELY EXCEED THE LIMIT. OUR MISSION IS TO PROVIDE A FACILITY TO SUPPORT THE ELDERLY WHO FACE THIS STRUGGLE. WE FOCUS ON THOSE WHO DO NOT HAVE ENOUGH INCOME TO RESIDE IN COSTLY ASSISTED-LIVING BUT HAVE AN INCOME THAT IS TOO HIGH FOR STATE FUNDING AID. TO ACHIEVE THIS GOAL, WE WILL CREATE A FACILITY THAT IS AFFORDABLE FOR THOSE IN THE AFOREMENTIONED CATEGORY BY CHARGING THE MINIMUM COST OF LIVING AND FOOD EXPENSES OF 1000 A MONTH WHILE ALSO PROVIDING TRANSPORTATION TO MEDICAL FACILITIES, ACTIVITIES FOR RESIDENTS AND WORSHIP SERVICES. A GROUP OF CNAS WILL BE AVAILABLE FOR RESIDENTS. OUR GOAL IN SERVING THE COMMUNITY ALSO EXTENDS TO EDUCATING STUDENTS THROUGH A VOLUNTEERING PROGRAM SO THAT THEY MAY LEARN AND OFFER HELP IN REGARDS TO THE CARE OF OTHERS.

🔒

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 (2020)

Revenue Breakdown

Contributions & Grants $600,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $600,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2020	2019	Change
Revenue	$600,000	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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
BENNY GUZMAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
REBECCA GUZMAN	SECRETARY	10.00	Officer 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
2020	$600,000	No data	$600,000	No data

ARBOR-VITAE FOUNDATION