SANTA MARIA VALLEY COMMUNITY FOUND… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

SANTA MARIA VALLEY COMMUNITY FOUNDATION is a small nonprofit in the Community Improvement sector that reported $452K in total revenue in fiscal year 2020. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $291K, a strong 64% operating margin.

Mission

PROVIDE FUNDS TO THE SANTA MARIA VALLEY CHAMBER OF COMMERCE TO ASSIST IN FUNDING OPERATIONS.

Program Service Accomplishments

Program 1

Expenses: $160,669

PROVIDE FUNDS TO THE SANTA MARIA VALLEY CHAMBER OF COMMERCE TO ASSIST IN FUNDING OPERATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $451,852

Program Service Revenue $0

Investment Income $43

Other Revenue $0

TOTAL REVENUE $451,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,669

Other Expenses $160,669

TOTAL EXPENSES $160,669

Year-over-Year Comparison

	2020	2019	Change
Revenue	$451,895	$151,231	+2.0%
Expenses	$160,669	$99,478	+0.6%
Net Income	$291,226	$51,753	+4.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
Glenn Morris	Secretary	1.00	Officer	$0	$0	$0
Danny Deveraux	President	1.00	Officer	$0	$0	$0
Sandra Dickerson	Chairman Elect	1.00	Officer	$0	$0	$0
Butch Lopez	Vice Chairman	1.00	Officer	$0	$0	$0
Laurie Tamura	Vice Chairman	1.00	Officer	$0	$0	$0
Edgar Gascon	Past Chairman	1.00	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
2021	$451,895	$160,669	$406,542	$291,226

SANTA MARIA VALLEY COMMUNITY FOUNDATION