SOUTHWEST RIVERSIDE COUNTY ASSOC OF REALTORS SCHOLARSHIP FOUNDATION (EIN 330923513) - 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

Phone

9518942571

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST RIVERSIDE COUNTY ASSOC OF REALTORS SCHOLARSHIP FOUNDATION, founded in 2000, is a micro nonprofit in the Education sector that reported $31K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $28K left a modest 11% surplus.

Mission

TO PROVIDE ACADEMIC SCHOLARSHIPS TO BENEFIT 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $251

Other Revenue $30,937

TOTAL REVENUE $31,188

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,000

Other Expenses $1,615

TOTAL EXPENSES $27,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,188	$47,294	-0.3%
Expenses	$27,615	$26,000	+0.1%
Net Income	$3,573	$21,294	-0.8%

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

101

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
JENNA GARZA	Director	1.00	Director	$0	$0	$0
PAULINE WOELKY	President	1.00	Officer Director	$0	$0	$0
DENYSE WILSON	CFO	1.00	Officer Director	$0	$0	$0
TERRY RYAN	Director	1.00	Director	$0	$0	$0
VIC CARRILLO	Director	1.00	Director	$0	$0	$0
MICHELLE BEESON	Director	1.00	Director	$0	$0	$0
FRANK GALANTE	Director	1.00	Director	$0	$0	$0
THERESA DICIOLLA	Director	1.00	Director	$0	$0	$0
KIRK EFFINGER	Director	1.00	Director	$0	$0	$0
NORMAN KYRISS	Director	1.00	Director	$0	$0	$0
NIKKI ARANGO	Director	1.00	Director	$0	$0	$0
ADAM RUIZ	Director	1.00	Director	$0	$0	$0
MICHAEL PERCIFUL	Vice President	1.00	Officer Director	$0	$0	$0
GEORGE WILLIAMS	Director	1.00	Director	$0	$0	$0
IMELDA MANZO	Director	1.00	Director	$0	$0	$0
GEORGE D PEPPAS III	CEO	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
2023	$31,188	$27,615	$195,767	$3,573
2022	$47,294	$26,000	$193,194	$21,294
2021	$27,129	$16,000	$170,900	$11,129
2020	$11,624	$23,000	$159,771	$-11,376
2019	$23,087	$28,000	$173,505	$-4,913
2018	$23,825	$35,070	$178,210	$-11,245

SOUTHWEST RIVERSIDE COUNTY ASSOC OF REALTORS SCHOLARSHIP FOUNDATION