Imperial Valley Community Foundati… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

Robert M Brock

Phone

7603360055

Tax Period

2023-07-01 to 2024-06-30

Imperial Valley Community Foundation, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $635K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $169K, a strong 27% operating margin.

Mission

To Champion local philanthropy to benefit the Imperial Valley community by helping donors fulfill their philanthropic goals while preserving enduring charitable assets forever.

Program Service Accomplishments

Program 1

Expenses: $357,302

Grants and charitable contributions.

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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 $398,941

Program Service Revenue $0

Investment Income $166,627

Other Revenue $69,924

TOTAL REVENUE $635,492

Expense Breakdown

Grants Paid $249,737

Salaries & Benefits $86,316

Fundraising Expenses $9,944

Program Expenses $357,302

Other Expenses $130,845

TOTAL EXPENSES $466,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$635,492	$939,561	-0.3%
Expenses	$466,898	$395,705	+0.2%
Net Income	$168,594	$543,856	-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

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

$80,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert M Brock	President & CEO	40.00	Officer	$80,000	$0	$80,000
Paul Cameron	Past Chair	1.00	Director	$0	$0	$0
Bobby Benavidez	Director	1.00	Director	$0	$0	$0
Anne Irigoyen	Immed PastChair	1.00	Officer Director	$0	$0	$0
Lupita Islas	Secretary	1.00	Officer Director	$0	$0	$0
Cliff Caldwell	Director	1.00	Director	$0	$0	$0
Chris Herring	Director	1.00	Director	$0	$0	$0
Mark Allegranza	Treasurer	1.00	Officer Director	$0	$0	$0
Herman Garcia	Director	1.00	Director	$0	$0	$0
Margarita Magallanes	Director	1.00	Director	$0	$0	$0
Patrcia Ojeda	Director	1.00	Director	$0	$0	$0
Valentina Estes	Director	1.00	Director	$0	$0	$0
Cindy Elmore	Chair	1.00	Officer Director	$0	$0	$0
Cami Sturdevant	Director	1.00	Director	$0	$0	$0
Patti Wilson	Director	1.00	Director	$0	$0	$0
Jaymee Chan	Director	1.00	Director	$0	$0	$0
Robert Rubio	Director	1.00	Director	$0	$0	$0
Joe Servin	Vice Chair	1.00	Director	$0	$0	$0
Drew Williams	Director	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	No data	No data	No data	No data
2024	$635,492	$466,898	$5,515,844	$168,594
2023	$939,561	$395,705	$5,138,378	$543,856
2023	No data	No data	No data	No data
2022	$834,202	$369,018	$4,363,002	$465,184
2021	$640,210	$370,738	$4,333,036	$269,472

Imperial Valley Community Foundation