AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CALIF (EIN 770289965) - 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

Legal Domicile

Principal Officer

ROY BIRD

Phone

8054786230

Tax Period

2023-01-01 to 2023-12-31

AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CALIF is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023.

Mission

THE AMERICAN GI FORUM EDUCATION FOUNDATION WAS ESTABLISHED FOR THE SPECIFIC PURPOSE OF INCREASING THE FINANCIAL RESOURCES AVAILABLE TO NEEDY AND QUALIFIED STUDENTS PURSUING A HIGHER EDUCATION. IN THE PAST QUARTER CENTURY, THE AMERICAN GI FORUM HAS ALLOCATED WELL OVER $350,000 TO DESERVING STUDENTS.

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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 $83,796

Program Service Revenue $1,494,960

Investment Income $5,644

Other Revenue $0

TOTAL REVENUE $1,584,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,393,928

Other Expenses $1,541,223

TOTAL EXPENSES $1,541,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,584,400	N/A	N/A
Expenses	$1,541,223	N/A	N/A
Net Income	$43,177	N/A	N/A

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

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
ROY BIRD	President	5.00	Officer Director	$0	$0	$0
MARY JACKA	Secretary	5.00	Officer Director	$0	$0	$0
HELEN GALVAN	Treasurer	5.00	Officer Director	$0	$0	$0
MARIA GARCIA-CACIQUE	Vice President	5.00	Officer Director	$0	$0	$0
DAVID COELHO	Trustee	5.00	Officer Director	$0	$0	$0
PETE LLENAS	Trustee	5.00	Officer 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	No data	No data	No data	No data
2023	$1,584,400	$1,541,223	$253,729	$43,177
2022	$415,234	$446,085	$200,552	$-30,851
2021	$399,800	$328,920	$231,403	$70,880

AMERICAN GI FORUM EDUCATION FOUNDATION OF SANTA MARIA CALIF