COACHELLA VALLEY COMMUNITY TRUST (EIN 330474262) - 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

1994

Legal Domicile

Principal Officer

Jaime Bikis

Phone

7608632333

Tax Period

2023-01-01 to 2023-12-31

COACHELLA VALLEY COMMUNITY TRUST, founded in 1994, is a micro nonprofit in the Youth Development sector that reported $23K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $59K exceeded revenue, resulting in a 158% operating deficit.

Mission

To pledge to work toward establishing a community of productive and responsible young people.

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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 $15,437

Program Service Revenue $0

Investment Income $23

Other Revenue $7,330

TOTAL REVENUE $22,790

Expense Breakdown

Grants Paid $45,590

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,310

Other Expenses $13,320

TOTAL EXPENSES $58,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,790	$41,548	-0.5%
Expenses	$58,910	$62,395	-0.1%
Net Income	$-36,120	$-20,847	+0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jaime Bikis	President	6.00	Officer Director	$0	$0	$0
Rosa Garza Castillo	Secretary	4.00	Officer Director	$0	$0	$0
Ron Hagan	Board Member	4.00	Director	$0	$0	$0
Toni Britton	Board Member	4.00	Director	$0	$0	$0
Arthur Kimball	Board Member	4.00	Director	$0	$0	$0
Gabriel Fajardo	Board Member	4.00	Director	$0	$0	$0
Benjamin Guitron	Treasurer	4.00	Officer Director	$0	$0	$0
Oscar A Verdugo	Board Member	4.00	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
2024	No data	No data	No data	No data
2023	$22,790	$58,910	$37,100	$-36,120
2022	$41,548	$62,395	$73,220	$-20,847
2021	$108,241	$54,256	$93,567	$53,985
2020	$38,253	$37,230	$39,582	$1,023
2019	$17,932	$42,195	$38,559	$-24,263
2018	$22,850	$60,599	$62,930	$-37,749

COACHELLA VALLEY COMMUNITY TRUST