MISSION SAN JUAN BAUTISTA PRESERVATION FUND (EIN 475427661) - 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

2015

Legal Domicile

Principal Officer

TAMI ADAM

Phone

8315935080

Tax Period

2023-10-01 to 2024-09-30

MISSION SAN JUAN BAUTISTA PRESERVATION FUND, founded in 2015, is a small nonprofit in the Education sector that reported $349K in total revenue in fiscal year 2023. The organization ran a surplus of $195K, a strong 56% operating margin.

Mission

OUR NONPROFIT RAISES FUNDS FOR THE PRESERVATION OF HISTORIC MISSION SAN JUAN BAUTISTA.

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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 $348,704

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $348,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,029

Fundraising Expenses $119,787

Program Expenses $25,690

Other Expenses $22,805

TOTAL EXPENSES $153,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,704	$325,912	+0.1%
Expenses	$153,834	$158,033	0.0%
Net Income	$194,870	$167,879	+0.2%

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

$63,000

Total Directors

$63,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMI ADAM	PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY CAIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE SHAW	VP FUNDRAISING	1.00	Officer Director	$0	$0	$0
LISA LAVAGNINO	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDSEY PARNELL	TREASURER	1.00	Officer Director	$0	$0	$0
JEWEL GENTRY	EXECUTIVE DIRECTOR	40.00	Officer Director	$63,000	$0	$63,000
PEGGY NEUBAUER	DIRECTOR	1.00	Director	$0	$0	$0
LORYN KEHOE-ROSS	DIRECTOR	1.00	Director	$0	$0	$0
FATHER ALBERTO CABRERA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH B SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FERNANDEZ	DIRECTOR	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	$348,704	$153,834	$729,553	$194,870
2023	$325,912	$158,033	$536,148	$167,879
2022	$210,417	$168,193	$366,207	$42,224
2021	$288,492	$379,057	$211,206	$-90,565
2020	$140,443	$146,578	$230,649	$-6,135
2020	$185,070	$139,232	$230,937	$45,838
2019	$114,316	$154,018	$218,520	$-39,702

MISSION SAN JUAN BAUTISTA PRESERVATION FUND