Pan de Vida Foundation (EIN 364560821) - 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

2004

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

Pan de Vida Foundation, founded in 2004, is a small nonprofit in the Human Services sector that reported $193K in total revenue in fiscal year 2020. Revenue surged 180% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 84% operating margin.

Mission

To meet childrens, senior citizens, and familys basic needs while promoting self sufficiency.

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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 (2020)

Revenue Breakdown

Contributions & Grants $62,167

Program Service Revenue $65

Investment Income $130,274

Other Revenue $0

TOTAL REVENUE $192,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,512

Other Expenses $30,677

TOTAL EXPENSES $30,677

Year-over-Year Comparison

	2020	2019	Change
Revenue	$192,506	$68,733	+1.8%
Expenses	$30,677	$44,201	-0.3%
Net Income	$161,829	$24,532	+5.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theresa Palma	Member	5.00	Director	$0	$0	$0
Kelly Dworman	Member	2.00	Director	$0	$0	$0
Charlene Carrillo	Member	2.00	Director	$0	$0	$0
Maria Alvidrez	Member	5.00	Director	$0	$0	$0
Deryl Lamb	Member	10.00	Director	$0	$0	$0
Mary Gloria	President	40.00	Officer	$0	$0	$0
Derek Dietze	Vice President	10.00	Officer	$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
2021	$192,506	$30,677	$471,859	$161,829

Pan de Vida Foundation