Soquel High Fund Inc (EIN 770038657) - 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

1984

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

Soquel High Fund Inc, founded in 1984, is a small nonprofit that reported $388K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Educational

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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 $388,241

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $388,241

Expense Breakdown

Grants Paid $393,084

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $393,184

Other Expenses $100

TOTAL EXPENSES $393,184

Year-over-Year Comparison

	2023	2022	Change
Revenue	$388,241	$335,031	+0.2%
Expenses	$393,184	$348,618	+0.1%
Net Income	$-4,943	$-13,587	-0.6%

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

150

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
Tory Delfavero	President	10.00	Officer Director	$0	$0	$0
Cory Montanez	Secretary	3.00	Officer Director	$0	$0	$0
Jen Sears	Co VP	5.00	Officer Director	$0	$0	$0
Kate Kiesz	Treasurer	5.00	Officer Director	$0	$0	$0
Deborah Brady	Co VP	5.00	Officer Director	$0	$0	$0
Tracey Murray	Member at Large	2.00	Director	$0	$0	$0
Shay Peterson	Member at Large	2.00	Director	$0	$0	$0
Marcella Moran	Member at Large	2.00	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	$388,241	$393,184	$375,085	$-4,943
2023	$335,031	$348,618	$380,028	$-13,587
2022	$233,304	$250,057	$393,615	$-16,753
2020	$264,427	$165,048	$431,078	$99,379
2019	$338,102	$334,123	$332,835	$3,979
2018	$369,228	$322,159	$328,526	$47,069

Soquel High Fund Inc