LA PALMA COMMUNITY FOUNDATION (EIN 371840024) - 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

2016

Legal Domicile

Principal Officer

NITESH PATEL

Phone

5627438791

Tax Period

2022-01-01 to 2022-12-31

LA PALMA COMMUNITY FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $271K in total revenue in fiscal year 2022. Revenue surged 7324% from the prior year, signaling strong growth momentum.

Mission

TO SERVE THE RESIDENTS, STUDENTS, AND COMMUNITY OF LA PALMA, CALIFORNIA AND TO FACILITATE AND PROMOTE COMMUNITY PARTNERSHIPS AND FINANCIAL SUPPORT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $268,826

Program Service Revenue $7,598

Investment Income $0

Other Revenue $-5,286

TOTAL REVENUE $271,138

Expense Breakdown

Grants Paid $252,342

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $268,269

Other Expenses $20,459

TOTAL EXPENSES $272,801

Year-over-Year Comparison

	2022	2021	Change
Revenue	$271,138	$3,652	+73.2%
Expenses	$272,801	$3,484	+77.3%
Net Income	$-1,663	$168	-10.9%

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
MICHELE STEGGELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
NOELLA LEW	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SHARON GUTJHAR	SECRETARY	2.00	Officer Director	$0	$0	$0
NITESH PATEL	TREASURER	2.00	Officer Director	$0	$0	$0
LORI DINWIDDIE	DIRECTOR	2.00	Director	$0	$0	$0
SHEILA AGOSTO	DIRECTOR	2.00	Director	$0	$0	$0
ALICEYN JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE BAKER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE JONDLE	DIRECTOR	2.00	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
2022	$271,138	$272,801	$55,320	$-1,663
2020	$187,763	$198,174	$56,815	$-10,411
2019	$202,434	$184,706	$67,226	$17,728
2018	$194,357	$170,282	$216,398	$24,075

LA PALMA COMMUNITY FOUNDATION