FRESNO CONVENTION AND VISITORS BUREAU RESEARCH AND EDUCATION FOUND (EIN 352401589) - 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

2011

Legal Domicile

Principal Officer

LISA OLIVEIRA

Phone

5594458300

Tax Period

2023-01-01 to 2023-12-31

FRESNO CONVENTION AND VISITORS BUREAU RESEARCH AND EDUCATION FOUND, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $15K in total revenue in fiscal year 2023. Expenses of $14K left a modest 5% surplus.

Mission

THE MISSION IS TO CHAMPION DESTINATION DEVELOPMENT IN THE CENTRAL VALLEY OF THE STATE OF CALIFORNIA THROUGH EDUCATION, RESEARCH AND PARTICIPATION WITH INITIATIVES THAT ENHANCE THE VALUE OF THE TOURISM ASSETS WITHIN THE CENTRAL VALLEY 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 $12,160

Program Service Revenue $0

Investment Income $2,716

Other Revenue $0

TOTAL REVENUE $14,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,438

Other Expenses $14,111

TOTAL EXPENSES $14,111

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,876	$15,126	0.0%
Expenses	$14,111	$11,246	+0.3%
Net Income	$765	$3,880	-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

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

$100,133

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA OLIVEIRA	CEO	5.00	Officer	$0	$0	$100,133
VIKKIE CALDERON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
PAULA FLORES	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
ZULEMA HERRERA	BOARD MEMBER	5.00	Director	$0	$0	$0
CODY JOHNSON	BOARD MEMBER	5.00	Director	$0	$0	$0
NATHAN MAGSIG	BOARD MEMBER	5.00	Director	$0	$0	$0
PATRICK MATA	BOARD MEMBER	5.00	Director	$0	$0	$0
SHAWN MILLER	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
SHIVAM PATEL	BOARD MEMBER	5.00	Director	$0	$0	$0
IRENE RAMIREZ	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHAEL ROGERS	OFFICER AT L	5.00	Officer Director	$0	$0	$0
PRATIK SUCHAK	BOARD MEMBER	5.00	Director	$0	$0	$0
TAREN THANDI	BOARD MEMBER	5.00	Director	$0	$0	$0
JEFF WOLFF	BOARD MEMBER	5.00	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
2024	No data	No data	No data	No data
2023	$14,876	$14,111	$601,518	$765
2022	$15,126	$11,246	$663,383	$3,880
2021	$539	$5,879	$659,503	$-5,340
2020	$9,185	$6,654	$664,843	$2,531
2019	$18,555	$7,588	$662,312	$10,967

FRESNO CONVENTION AND VISITORS BUREAU RESEARCH AND EDUCATION FOUND