WEST VALLEY MISSION COMMUNITY COLLEGE DISTRICT FOUNDATION (EIN 770396330) - 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

1972

Legal Domicile

Principal Officer

Bill McFarland

Phone

4087414657

Tax Period

2024-07-01 to 2025-06-30

WEST VALLEY MISSION COMMUNITY COLLEGE DISTRICT FOUNDATION, founded in 1972, is a community nonprofit in the Community Improvement sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $938K, a strong 22% operating margin.

Mission

TO PROVIDE SUPPLEMENTAL FUNDS TO ENRICH THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF THE WEST VALLEY-MISSION COMMUNITY COLLEGE DISTRICT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,777,381

Program Service Revenue $0

Investment Income $1,254,573

Other Revenue $1,224,237

TOTAL REVENUE $4,256,191

Expense Breakdown

Grants Paid $1,049,132

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,480,284

Other Expenses $2,269,297

TOTAL EXPENSES $3,318,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,256,191	$3,236,261	+0.3%
Expenses	$3,318,429	$2,625,203	+0.3%
Net Income	$937,762	$611,058	+0.5%

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
Bill Cooper	President	1.00	Officer Director	$0	$0	$0
Bill McFarland	Treasurer	1.00	Officer Director	$0	$0	$0
Dan Schettler	Director	1.00	Director	$0	$0	$0
Daniel Furtado	Director	1.00	Director	$0	$0	$0
Dave Sandretto	Director	1.00	Director	$0	$0	$0
Frank Jewett II	Director	1.00	Director	$0	$0	$0
Jackie Costanzo	Director	1.00	Director	$0	$0	$0
Keith Balch	Vice President	1.00	Officer Director	$0	$0	$0
Len Duncan	Director	1.00	Director	$0	$0	$0
Mark Waxman	Director	1.00	Director	$0	$0	$0
Mike Foulkes	Director	1.00	Director	$0	$0	$0
Bradley Davis	Director	1.00	Director	$0	$0	$0
Alison Carpenter Davis	Director	1.00	Director	$0	$0	$0
Seher Awan	Director	1.00	Director	$0	$0	$0
Dave Fishbaugh	Director	1.00	Director	$0	$0	$0
Jennifer Taylor-Mendoza	Director	1.00	Director	$0	$0	$0
Melissa Johns	Vice Chancellor	37.50	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
2025	$4,256,191	$3,318,429	$34,258,997	$937,762
2024	$3,236,261	$2,625,203	$31,954,286	$611,058
2023	$2,785,614	$2,456,265	$28,653,859	$329,349
2022	$2,481,984	$1,747,731	$27,021,382	$734,253
2021	$6,421,953	$1,271,196	$27,157,255	$5,150,757
2020	$2,521,119	$2,383,251	$22,013,701	$137,868
2019	$3,516,163	$1,674,475	$21,994,632	$1,841,688
2018	$1,922,635	$2,702,047	$19,974,191	$-779,412

WEST VALLEY MISSION COMMUNITY COLLEGE DISTRICT FOUNDATION