Holtville AG Education Foundation Inc (EIN 461341686) - 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

2012

Legal Domicile

Phone

7603564381

Tax Period

2019-07-01 to 2020-06-30

Holtville AG Education Foundation Inc, founded in 2012, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $44K in total revenue in fiscal year 2019. Expenses of $76K exceeded revenue, resulting in a 73% operating deficit.

Mission

To provide additional resources to the Holtville Unified School District to support and enhance educational and academic programs and opportunities for the students of the Holtville Unified School District and to promote and provide college scholarships to the Holtville High School graduates.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $17,798

Other Revenue $25,900

TOTAL REVENUE $43,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,885

Other Expenses $75,778

TOTAL EXPENSES $75,778

Year-over-Year Comparison

	2019	2018	Change
Revenue	$43,698	$44,400	0.0%
Expenses	$75,778	$5,748	+12.2%
Net Income	$-32,080	$38,652	-1.8%

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

N/A

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
Rudy Schaffner	Secretary	1.00	Director	$0	$0	$0
Gerry Merten	Vice President	1.00	Director	$0	$0	$0
John Grizzle	President	1.00	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
2020	$43,698	$75,778	$688,160	$-32,080
2019	$44,400	$5,748	$770,932	$38,652

Holtville AG Education Foundation Inc