COUGAR FOUNDATION (EIN 770043456) - 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

1950

Legal Domicile

Principal Officer

MONICA LOPEZ

Phone

5593271320

Tax Period

2023-07-01 to 2024-06-30

COUGAR FOUNDATION, founded in 1950, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 8% surplus.

Mission

TO ENRICH CLOVIS HIGH SCHOOL STUDENTS' EDUCATIONAL EXPERIENCE AND SUPPORT TEACHERS.

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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 $560,132

Program Service Revenue $0

Investment Income $14,536

Other Revenue $1,069,379

TOTAL REVENUE $1,644,047

Expense Breakdown

Grants Paid $39,735

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,511,435

Other Expenses $1,472,033

TOTAL EXPENSES $1,511,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,644,047	$1,227,713	+0.3%
Expenses	$1,511,768	$1,263,511	+0.2%
Net Income	$132,279	$-35,798	-4.7%

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
TAMI DE LA CRUZ	PRESIDENT	10.00	Officer Director	$0	$0	$0
MONICA LOPEZ	SECRETARY	10.00	Officer Director	$0	$0	$0
STANLEY MIYAKE	TREASURER	10.00	Officer Director	$0	$0	$0
BECKY LEDUC	DIRECTOR	3.00	Director	$0	$0	$0
DAVID NII	DIRECTOR	3.00	Director	$0	$0	$0
MICHELE HARREL	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KELLEY HOLT	DIRECTOR	3.00	Director	$0	$0	$0
JULIE RAMOS	DIRECTOR	3.00	Director	$0	$0	$0
MIKE MUNNELLY	DIRECTOR	3.00	Director	$0	$0	$0
BETSY NAZARIO	DIRECTOR	3.00	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
2025	No data	No data	No data	No data
2024	$1,644,047	$1,511,768	$854,109	$132,279
2023	$1,227,713	$1,263,511	$736,304	$-35,798
2022	$1,031,660	$892,197	$765,935	$139,463
2021	$358,935	$418,705	$673,226	$-59,770
2020	$934,921	$963,615	$711,794	$-28,694
2019	$893,018	$933,540	$759,847	$-40,522

COUGAR FOUNDATION