THE VICKI SOTO MEMORIAL FUND INC (EIN 461619352) - 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

2013

Legal Domicile

Principal Officer

DONNA SOTO

Phone

2036136578

Tax Period

2023-01-01 to 2023-12-31

THE VICKI SOTO MEMORIAL FUND INC, founded in 2013, is a small nonprofit in the Education sector that reported $161K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 36% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO THOSE WHO ASPIRE TO TEACH AND WANT TO PURSUE THE FIELD OF EDUCATION.

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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 $120,011

Program Service Revenue $0

Investment Income $140

Other Revenue $41,238

TOTAL REVENUE $161,389

Expense Breakdown

Grants Paid $61,040

Salaries & Benefits $0

Fundraising Expenses $6,627

Program Expenses $79,742

Other Expenses $41,690

TOTAL EXPENSES $102,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,389	$113,870	+0.4%
Expenses	$102,730	$103,718	0.0%
Net Income	$58,659	$10,152	+4.8%

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

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
DONNA SOTO	PRESIDENT	2.00	Officer Director	$0	$0	$0
CARLOS SOTO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JILLIAN SOTO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AMY WILTSIE	TREASURER, SECRETARY	2.00	Officer 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	$161,389	$102,730	$267,240	$58,659
2022	$113,870	$103,718	$208,581	$10,152
2018	$139,639	$151,445	$287,430	$-11,806

THE VICKI SOTO MEMORIAL FUND INC