VENTURA COUNTY COMMUNITY FOUNDATION (EIN 770165029) - 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

1987

Legal Domicile

Principal Officer

VANESSA BECHTEL

Phone

8059880196

Tax Period

2023-10-01 to 2024-09-30

VENTURA COUNTY COMMUNITY FOUNDATION, founded in 1987, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $44.9M in total revenue in fiscal year 2023. Revenue surged 155% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28.8M, a strong 64% operating margin.

Mission

TO PROMOTE AND ENABLE PHILANTHROPY TO IMPROVE OUR COMMUNITY FOR GOOD AND FOR EVER.

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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 $39,545,325

Program Service Revenue $1,405,446

Investment Income $3,933,457

Other Revenue $0

TOTAL REVENUE $44,884,228

Expense Breakdown

Grants Paid $10,864,588

Salaries & Benefits $2,203,402

Fundraising Expenses $319,159

Program Expenses $14,754,829

Other Expenses $3,060,535

TOTAL EXPENSES $16,128,525

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,884,228	$17,600,438	+1.6%
Expenses	$16,128,525	$13,689,404	+0.2%
Net Income	$28,755,703	$3,911,034	+6.4%

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

Volunteers

250

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

$639,686

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN LEONARD	CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT P HANSEN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
VERONICA QUINTANA	TREASURER	1.00	Officer Director	$0	$0	$0
LEAH LACAYO	SECRETARY	1.00	Officer Director	$0	$0	$0
MERYL CHASE	DIRECTOR	1.00	Director	$0	$0	$0
GEOFF DEAN	DIRECTOR	1.00	Director	$0	$0	$0
JACK EDELSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE JANUZIK	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE LEVANS	DIRECTOR	1.00	Director	$0	$0	$0
CESAR MORALES	DIRECTOR	1.00	Director	$0	$0	$0
BRANDO POZZI	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE SEPULVEDA	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD YAO	DIRECTOR	1.00	Director	$0	$0	$0
VENKAT YEPURI	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA BECHTEL	PRESIDENT AND CEO	40.00	Officer	$337,119	$25,179	$362,298
BONITA GILLES	VICE-PRESIDENT AND CFO	40.00	Officer	$261,080	$16,308	$277,388
MICHAEL SILACCI	CHIEF PHILANTHROPIC OFFICER	40.00	Highest	$209,821	$465	$210,286
TRACY TAGAWA	CHIEF COMPLIANCE OFFICER	40.00	Highest	$192,243	$21,769	$214,012
JIM RIVERA	CHIEF PHILANTHROPIC COUNSEL	20.00	Highest	$106,456	$0	$106,456
CLAUDIA RAITI	ASSISTANT CONTROLLER (THRU 12/23)	40.00	Highest	$109,783	$6,387	$116,170

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	$44,884,228	$16,128,525	$234,037,815	$28,755,703
2023	$17,600,438	$13,689,404	$176,830,289	$3,911,034
2022	$29,608,234	$16,351,945	$164,442,334	$13,256,289
2021	$53,185,473	$50,431,964	$181,940,704	$2,753,509
2020	$21,598,246	$23,635,357	$164,460,538	$-2,037,111
2019	$38,492,644	$15,161,918	$148,269,326	$23,330,726
2018	$12,710,631	$9,251,695	$129,116,818	$3,458,936

VENTURA COUNTY COMMUNITY FOUNDATION