PALOS VERDES ASSEMBLY (EIN 330562728) - 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

1993

Legal Domicile

Principal Officer

KRIS BERNHARDT

Phone

3107966187

Tax Period

2018-07-01 to 2019-06-30

PALOS VERDES ASSEMBLY, founded in 1993, is a small nonprofit in the Recreation & Sports sector that reported $206K in total revenue in fiscal year 2018.

Mission

THE PURPOSE OF THE PALOS VERDES ASSEMBLY IS TO PROVIDE AN EDUCATIONAL, SELF-IMPROVEMENT PROGRAM FOR HIGH SCHOOL AND INTERMEDIATE SCHOOL STUDENTS BY TEACHING SOCIAL GRACES, DANCE, PROTOCOL, AND ETIQUETTE, WHILE ENCOURAGING YOUNG ADULTS TO VOLUNTEER THEIR SERVICES TO THE COMMUNITY.

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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 $0

Program Service Revenue $98,300

Investment Income $1,810

Other Revenue $106,070

TOTAL REVENUE $206,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,019

Other Expenses $204,256

TOTAL EXPENSES $204,256

Year-over-Year Comparison

	2018	2017	Change
Revenue	$206,180	$211,435	0.0%
Expenses	$204,256	$224,800	-0.1%
Net Income	$1,924	$-13,365	-1.1%

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

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
AMY HOGAN	PRESIDENT/ADMINISTRATOR	20.00	Officer	$0	$0	$0
JEAN CHRISTEN	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
KRIS BERNHARDT	TREASURER	6.00	Officer	$0	$0	$0
SUSAN MCLEOD	ATTENDANCE COORDINATOR	10.00	Officer	$0	$0	$0
LINDA SAFAVIAN	DOCUMENTATION COORDINATOR	5.00	Officer	$0	$0	$0
BETH MEYERHOFF	PARLIAMENTARIAN/LEGAL/INSURANCE	1.00	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	$206,180	$204,256	$228,765	$1,924
2018	$211,435	$224,800	$226,841	$-13,365

PALOS VERDES ASSEMBLY