GREATER SANTA ANA VITALITY FOUNDATION (EIN 330899801) - 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

2000

Legal Domicile

Principal Officer

DAVID ELLIOTT

Phone

7145415353

Tax Period

2019-01-01 to 2019-12-31

GREATER SANTA ANA VITALITY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $91K in total revenue in fiscal year 2019. Revenue fell 74% from the prior year — a significant decline worth monitoring.

Mission

TO ENHANCE ECONOMIC DEVELOPMENT AND COMMUNITY IMAGE, GROW THE ECONOMY TO ACHIEVE A COMPETITIVE BUSINESS CLIMATE IN ATTRACTING AND RETAINING BUSINESS, AND LINK SCHOOLS AND BUSINESS TO PRODUCE A COMPETITIVE WORKFORCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $5,380

Program Service Revenue $85,650

Investment Income $0

Other Revenue $0

TOTAL REVENUE $91,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,090

Program Expenses $88,994

Other Expenses $88,994

TOTAL EXPENSES $93,084

Year-over-Year Comparison

	2019	2018	Change
Revenue	$91,030	$343,796	-0.7%
Expenses	$93,084	$339,898	-0.7%
Net Income	$-2,054	$3,898	-1.5%

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
IHRKE BILL	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
ELLIOTT DAVE	PRESIDENT	2.00	Officer Director	$0	$0	$0
GARCIA-ARSENAULT PAULA	SECRETARY OF THE BOARD	1.00	Officer Director	$0	$0	$0
KIKUCHI RICH	TREASURER	1.00	Officer Director	$0	$0	$0
FENNESSEY BILL	DIRECTOR	1.00	Director	$0	$0	$0
MCLOUGHLIN MARK	DIRECTOR	1.00	Director	$0	$0	$0
PORRAS RICHARD	DIRECTOR	1.00	Director	$0	$0	$0
WEISMAN MIKE	DIRECTOR	1.00	Director	$0	$0	$0
HOPKINS RON	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
2019	$91,030	$93,084	$6,639	$-2,054
2018	$343,796	$339,898	$7,854	$3,898

GREATER SANTA ANA VITALITY FOUNDATION