The Edwin & Dorothy Baker Foundation (EIN 330851176) - 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

1999

Legal Domicile

Principal Officer

Kirsten Pickus

Tax Period

2023-01-01 to 2023-12-31

The Edwin & Dorothy Baker Foundation, founded in 1999, is a small nonprofit in the Youth Development sector that reported $259K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $246K left a modest 5% surplus.

Mission

We strive to create and strenthen relationships with Greater Long Beach area children, youth, young adults, and their parents through programs that support physical and mental well-being, academic success, personal empowerment, leadership development, and nutrition.

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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 $251,313

Program Service Revenue $0

Investment Income $7,919

Other Revenue $0

TOTAL REVENUE $259,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,595

Fundraising Expenses $0

Program Expenses $225,697

Other Expenses $152,079

TOTAL EXPENSES $245,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,232	$226,352	+0.1%
Expenses	$245,674	$172,392	+0.4%
Net Income	$13,558	$53,960	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dominique Quevedo	Director	1.00	Director	$0	$0	$0
William Baker	Director	1.00	Director	$0	$0	$0
Lisa Bode Heard	Director	1.00	Director	$0	$0	$0
Julie Lie	Director	1.00	Director	$0	$0	$0
Estefanie Rodriguez	Director	1.00	Director	$0	$0	$0
Byron Jobin-Reyes	Director	1.00	Director	$0	$0	$0
Nancy A Valencia	Executive Director	20.00	Director Key Emp	$0	$0	$0
Robert Stapp	Director	1.00	Director	$0	$0	$0
Kris Zentgraf	Director	1.00	Director	$0	$0	$0
Norma Chinchilla	Secretary	1.00	Director	$0	$0	$0
Heather R Chambers	Treasurer	2.00	Officer Director	$0	$0	$0
Cara Varnell	Director	1.00	Officer Director	$0	$0	$0
Kirsten Pickus	President	1.00	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
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$259,232	$245,674	$412,031	$13,558
2022	$226,352	$172,392	$397,810	$53,960
2021	$278,421	$219,432	$345,985	$58,989
2020	$183,070	$144,207	$283,546	$38,863
2019	$112,323	$115,205	$245,636	$-2,882
2018	$94,298	$129,763	$247,057	$-35,465

The Edwin & Dorothy Baker Foundation