PALOS VERDES ESTATES FOUNDATION (EIN 384135087) - 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

2019

Legal Domicile

Principal Officer

DAVID MCGOWAN

Phone

2133937977

Tax Period

2023-07-01 to 2024-06-30

PALOS VERDES ESTATES FOUNDATION, founded in 2019, is a small nonprofit in the Environment sector that reported $415K in total revenue in fiscal year 2023. Revenue surged 615% from the prior year, signaling strong growth momentum. The organization ran a surplus of $240K, a strong 58% operating margin.

Mission

THE PALOS VERDES ESTATES FOUNDATION STRENGTHENS OUR COMMUNITY BY ENCOURAGING PHILANTHROPY THROUGH PUBLIC-PRIVATE PARTNERSHIPS WITH THE CITY OF PALOS VERDES ESTATES.

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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 $405,223

Program Service Revenue $0

Investment Income $9,507

Other Revenue $0

TOTAL REVENUE $414,730

Expense Breakdown

Grants Paid $69,717

Salaries & Benefits $54,153

Fundraising Expenses $15,816

Program Expenses $127,043

Other Expenses $50,487

TOTAL EXPENSES $174,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$414,730	$57,966	+6.2%
Expenses	$174,357	$133,623	+0.3%
Net Income	$240,373	$-75,657	-4.2%

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

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE JACO	EXECUTIVE DIRECTOR	040.00	Officer	$50,000	$0	$50,000
DAVID MCGOWAN	PRESIDENT	004.00	Officer Director	$0	$0	$0
VIRGINIA BUTLER	DIRECTOR	002.00	Director	$0	$0	$0
JANET TEAGUE	SECRETARY	002.00	Officer Director	$0	$0	$0
BARTON GUREWITZ	CHIEF FINANCIAL OFFICER	002.00	Officer Director	$0	$0	$0
CHAD ACALLISTER	DIRECTOR	002.00	Director	$0	$0	$0
JULIA PARTON	DIRECTOR	002.00	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
2025	No data	No data	No data	No data
2024	$414,730	$174,357	$624,057	$240,373
2023	$57,966	$133,623	$382,518	$-75,657
2022	$473,447	$367,773	$472,790	$105,674
2021	$427,696	$100,212	$386,533	$327,484

PALOS VERDES ESTATES FOUNDATION