CALIFORNIA VISION FOUNDATION (EIN 680198414) - 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

2001

Legal Domicile

Principal Officer

KRISTINE SHULTZ

Phone

8332060598

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA VISION FOUNDATION, founded in 2001, is a micro nonprofit that reported $2K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2K, a strong 74% operating margin.

Mission

THE FOUNDATION PROVIDES EYE CARE SERVICES AND PRESCRIPTION GLASSES TO THOSE IN NEED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,190

Program Service Revenue $0

Investment Income $43

Other Revenue $0

TOTAL REVENUE $2,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $586

Other Expenses $586

TOTAL EXPENSES $586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,233	$1,888	+0.2%
Expenses	$586	$432	+0.4%
Net Income	$1,647	$1,456	+0.1%

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

$567,567

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINE SHULTZ	EXECUTIVE DI	1.00	Officer	$0	$30,043	$284,824
SARAH HARBIN	ASSOCIATE EX	1.00	Officer	$0	$27,588	$282,743
JODY HAAS	DEVELOPMENT	1.00	Highest	$0	$24,733	$245,715
TANIA MANTUA	PRESIDENT	1.00	Officer Director	$0	$0	$0
SAGE HIDER OD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MAUREEN POWERS PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH SINGH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ONG OD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LARCABAL OD	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY NG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TURETSKY OD	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	$2,233	$586	$24,407	$1,647
2023	$1,888	$432	$22,700	$1,456
2022	$2,106	$333	$21,245	$1,773
2021	$2,244	$581	$19,472	$1,663
2020	$4,952	$9,125	$17,810	$-4,173
2019	$13,356	$48,268	$21,983	$-34,912
2018	$74,998	$100,137	$57,056	$-25,139

CALIFORNIA VISION FOUNDATION