NEW VISION SANTA ROSA FOUNDATION

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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

1985

Legal Domicile

Principal Officer

ANANDA SWEET

Phone

7075451414

Tax Period

2023-01-01 to 2023-12-31

NEW VISION SANTA ROSA FOUNDATION, founded in 1985, is a small nonprofit that reported $572K in total revenue in fiscal year 2023. Revenue surged 1447% from the prior year, signaling strong growth momentum. The organization ran a surplus of $538K, a strong 94% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO ADVANCE THE EDUCATIONAL, SOCIOLOGICAL, ECONOMIC AND CULTURAL INTERESTS OF THE CITY OF SANTA ROSA, CALIFORNIA AND ITS SURROUNDING METROPOLITAN AREA.

Program Service Accomplishments

Program 1

Expenses: $25,000

SONOMA COUNTY HOUSING FUND:THE SONOMA COUNTY HOUSING FUND (SCHF) IS A FORMAL PARTNERSHIP WITH HOUSING TRUST SILICON VALLEY (HTSV), ONE OF THE NATION'S LEADING NON-PROFIT LENDERS. THE SANTA ROSA METRO CHAMBER LEVERAGES ITS BUSINESS RELATIONSHIPS AND KNOWLEDGE OF LOCAL AFFORDABLE HOUSING DEVELOPMENT OPPORTUNITIES TO CREATE A LOCAL POOL OF FUNDS AND A PIPELINE OF PROJECTS. THROUGH THE PARTNERSHIP AGREEMENT, HTSV MATCHES LOCAL DOLLARS RAISED IN THE SCHF AND PROVIDES ALL THE LENDING SERVICES AND EXPERTISE IN FUNDING AFFORDABLE HOUSING PROJECTS. LOANS ARE FOCUSED ON PROVIDING FUNDS TO COVER ACQUISITION COSTS, PRE-DEVELOPMENT WORK, REHABILITATION, AND BRIDGE FINANCING.

Program 2

Expenses: $4,750

MIKE HAUSER ACADEMY:OUR MIKE HAUSER ACADEMY CONVENES STUDENTS, BUSINESSES AND TEACHERS, EMPOWERING OUR FUTURE WORKFORCE TO BECOME LEADERS IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS. THE...

MIKE HAUSER ACADEMY:OUR MIKE HAUSER ACADEMY CONVENES STUDENTS, BUSINESSES AND TEACHERS, EMPOWERING OUR FUTURE WORKFORCE TO BECOME LEADERS IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS. THE AWARD-WINNING MIKE HAUSER ACADEMY (MHA) IS A COUNTY-WIDE PROGRAM, IN PARTNERSHIP WITH HEALDSBURG, ROHNERT PARK, AND SEBASTOPOL CHAMBERS. THIS THREE-WEEK SUMMER SCHOOL PROGRAM PROVIDES INCOMING 9TH GRADE ENGLISH LANGUAGE LEARNER (ELL) STUDENTS, AND STUDENTS WHO COULD BENEFIT FROM EXTRA MATH AND SCIENCE SUPPORT, THE OPPORTUNITY TO VISIT STEM RELATED COMPANIES WHERE THEY INTERACT WITH ENGINEERS AND PROFESSIONALS TO OBSERVE DEMONSTRATIONS AND PARTICIPATE IN HANDS-ON ACTIVITIES TO SEE HOW CLASSROOM LESSONS APPLY TO STEM OCCUPATIONS AND OPERATIONS. MHA OFFERS STUDENTS A DIRECT LEARNING EXPERIENCE AND PRACTICAL APPLICATION FOR STEM CONCEPTS.

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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 $515,011

Program Service Revenue $0

Investment Income $56,739

Other Revenue $0

TOTAL REVENUE $571,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,750

Other Expenses $34,226

TOTAL EXPENSES $34,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$571,750	$36,947	+14.5%
Expenses	$34,226	$37,430	-0.1%
Net Income	$537,524	$-483	-1113.9%

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

$362,444

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLIN GILBERT	FINANCE & CORPORATE TREASURER	0.50	Officer Director	$0	$0	$0
JEREMY LITTLE	IMMEDIATE PAST BOARD CHAIR	0.50	Director	$0	$0	$0
ALICIA BENSON	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
LISA WITTKE SCHAFFNER	BOARD CHAIR ELECT	5.00	Director	$0	$0	$0
PETER RUMBLE	CEO	2.00	Officer	$0	$34,166	$248,480
DEBBIE GESUALDO	CORPORATE SECRETARY	2.00	Officer	$0	$11,143	$113,964

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	$571,750	$34,226	$2,551,834	$537,524
2022	$36,947	$37,430	$2,014,310	$-483
2021	$1,027,986	$36,932	$2,016,513	$991,054
2020	$1,314,216	$309,686	$1,043,447	$1,004,530
2019	$32,724	$9,775	$35,709	$22,949
2018	$43,660	$43,158	$33,309	$502