SAN BENITO INDUSTRIAL FOUNDATI (EIN 741503602) - 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

Principal Officer

BEN FRY

Tax Period

2023-05-01 to 2024-04-30

SAN BENITO INDUSTRIAL FOUNDATI is a micro nonprofit that reported $79K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 35% operating margin.

Mission

PROMOTE THE BUSINESS INTEREST PROVIDE FINANCIAL ASSISTANCE FOR INDUSTRIAL AND BUSINESS DEVLOPMENT INCLUDING ASSISTING STUDENTS WITH SCHOLARSHIPS

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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 $0

Program Service Revenue $0

Investment Income $79,424

Other Revenue $0

TOTAL REVENUE $79,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $51,740

TOTAL EXPENSES $51,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,424	$164,778	-0.5%
Expenses	$51,740	$4,094	+11.6%
Net Income	$27,684	$160,684	-0.8%

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

N/A

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
THOMAS GARZA	PRESIDENT	4	Officer	$0	$0	$0
PETE CLAUDIO	VICE-PRESIDENT	0	Officer	$0	$0	$0
GEREMY MAYA	SEC/TREASURER	0	Officer	$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
2025	No data	No data	No data	No data
2024	$79,424	$51,740	$973,326	$27,684
2023	$164,778	$4,094	$945,641	$160,684
2022	$3,167	$79,042	$784,957	$-75,875
2021	$5,695	$54,079	$860,831	$-48,384
2020	$83,626	$36,453	$909,215	$47,173
2019	$46,743	$6,082	$862,041	$40,661

SAN BENITO INDUSTRIAL FOUNDATI