FRIENDS OF VISTA HILL FOUNDATION

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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

1986

Legal Domicile

Principal Officer

RICHARD RUSHTON

Phone

8585145100

Tax Period

2023-10-01 to 2024-09-30

FRIENDS OF VISTA HILL FOUNDATION, founded in 1986, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $622K, a strong 21% operating margin.

Mission

TO PROVIDE SUPPORT TO VISTA HILL FOUNDATION, A 501(C)3 PUBLIC CHARITY ORGANIZATION, BY CONDUCTING FUNDRAISING ACTIVITIES TO ASSIST THE FOUNDATION WITH ITS MISSION OF PROVIDING QUALITY BEHAVIORAL PROGRAMS FOR CHILDREN, ADOLESCENTS, AND ADULTS IN NEED THROUGHOUT SAN DIEGO.

Program Service Accomplishments

Program 1

Expenses: $1,589,177

OBTAIN AND PROVIDE FUNDS AND FUNDING RESOURCES IN SUPPORT OF VISTA HILL FOUNDATIONS PROGRAMS WHICH INCLUDE EARLY INTERVENTION AND EDUCATION SERVICES THAT HELP PEOPLE STRUGGLING WITH MENTAL ILLNESS...

OBTAIN AND PROVIDE FUNDS AND FUNDING RESOURCES IN SUPPORT OF VISTA HILL FOUNDATIONS PROGRAMS WHICH INCLUDE EARLY INTERVENTION AND EDUCATION SERVICES THAT HELP PEOPLE STRUGGLING WITH MENTAL ILLNESS, DEVELOPMENTAL DISABILITIES, AND CHEMICAL DEPENDENCIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,671,392

Program Service Revenue $0

Investment Income $1,223,472

Other Revenue $0

TOTAL REVENUE $2,894,864

Expense Breakdown

Grants Paid $1,589,177

Salaries & Benefits $515,299

Fundraising Expenses $330,445

Program Expenses $1,589,177

Other Expenses $168,602

TOTAL EXPENSES $2,273,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,894,864	$2,154,234	+0.3%
Expenses	$2,273,078	$1,937,666	+0.2%
Net Income	$621,786	$216,568	+1.9%

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

N/A

Volunteers

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

$783,901

Total Directors

$379,338

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DEAN	CEO	1.00	Officer Director	$0	$53,790	$379,338
RICHARD RUSHTON	CFO	1.00	Officer	$0	$36,875	$225,940
RACHEL PENICHE	Executive Dir.	40.00	Officer	$0	$21,838	$178,623
VICTORIA HAMILTON	CHAIR	1.50	Officer Director	$0	$0	$0
DEBRA MCGINTY-POTEET	Secretary	1.50	Officer Director	$0	$0	$0
SHEILA BELINSKY	Trustee	1.00	Director	$0	$0	$0
VALERIE COOPER	Trustee	1.00	Director	$0	$0	$0
BARBARA CREW	Trustee	1.00	Director	$0	$0	$0
HEIDI DORMAN	Trustee	1.00	Director	$0	$0	$0
MICHAEL EPSTEIN	Trustee	1.00	Director	$0	$0	$0
JOHN ANEWALT	Trustee	1.00	Director	$0	$0	$0
DIANE ZEPS	Vice Chair	1.00	Director	$0	$0	$0
PATTI HOLMES	Vice Chair	1.50	Officer Director	$0	$0	$0
MARGARET JACKSON	Trustee	1.00	Director	$0	$0	$0
DIANE KELTNER	Trustee	1.00	Director	$0	$0	$0
ANN MOUND	Trustee	1.00	Director	$0	$0	$0
PAM PALMER-LOWE	Trustee	1.00	Director	$0	$0	$0
FAITH STAGG	Treasurer	1.50	Officer Director	$0	$0	$0
SUSAN STRAUB	Trustee	1.00	Director	$0	$0	$0
ANTHONY BOLLOTA	Trustee	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
2025	No data	No data	No data	No data
2024	$2,894,864	$2,273,078	$18,367,280	$621,786
2023	$2,154,234	$1,937,666	$15,330,042	$216,568
2022	$3,221,224	$1,134,716	$14,029,027	$2,086,508
2021	$2,592,732	$1,076,691	$16,959,088	$1,516,041
2020	$1,943,462	$1,458,761	$12,887,694	$484,701
2019	$1,884,401	$955,475	$11,677,320	$928,926
2018	$2,173,147	$1,772,775	$10,647,324	$400,372