COACHELLA VALLEY COMMUNITY RESEARCH INITIATIVE INC (EIN 473892886) - 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

Legal Domicile

Principal Officer

JEFF TAYLOR

Phone

3018010085

Tax Period

2023-01-01 to 2023-12-31

COACHELLA VALLEY COMMUNITY RESEARCH INITIATIVE INC is a small nonprofit in the Diseases & Disorders sector that reported $306K in total revenue in fiscal year 2023. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 25% operating margin.

Mission

HIV AND AGING RESEARCH AND 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 $306,329

Program Service Revenue $0

Investment Income $31

Other Revenue $0

TOTAL REVENUE $306,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,544

Fundraising Expenses $0

Program Expenses $208,414

Other Expenses $153,289

TOTAL EXPENSES $228,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,360	$128,193	+1.4%
Expenses	$228,833	$118,484	+0.9%
Net Income	$77,527	$9,709	+7.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF TAYLOR	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
CARLOS MARTINEZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BRIDGETTE PICOU	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN FICKEL	TREASURER	1.00	Officer Director	$0	$0	$0
TED GUICE	MEMBER	1.00	Director	$0	$0	$0
JAMES ADAMS	MEMBER	1.00	Director	$0	$0	$0
STEVE ROSSETTI	MEMBER	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
2024	No data	No data	No data	No data
2023	$306,360	$228,833	$109,756	$77,527
2022	$128,193	$118,484	$33,829	$9,709
2021	$102,289	$115,414	$26,159	$-13,125
2020	$45,321	$50,735	$75,978	$-5,414

COACHELLA VALLEY COMMUNITY RESEARCH INITIATIVE INC