West Valley Educational Endowment Fund (EIN 770491540) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Loreena Lee

Phone

6509960631

Tax Period

2019-08-01 to 2020-07-31

West Valley Educational Endowment Fund, founded in 1998, is a micro nonprofit that reported $17K in total revenue in fiscal year 2019. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 66% operating margin.

Mission

To serve as a funding source for West Valley Elementary School in Sunnyvale, California.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $5,448

Program Service Revenue $0

Investment Income $11,836

Other Revenue $0

TOTAL REVENUE $17,284

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $999

Other Expenses $5,904

TOTAL EXPENSES $5,904

Year-over-Year Comparison

	2019	2018	Change
Revenue	$17,284	$23,440	-0.3%
Expenses	$5,904	$675	+7.7%
Net Income	$11,380	$22,765	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
Loreena Lee	President	1.00	Officer Director	$0	$0	$0
Ruel Parent	Vice President	1.00	Officer Director	$0	$0	$0
Charles Fraleigh	Treasurer	2.00	Officer Director	$0	$0	$0
Lauren Mensch	Secretary	1.00	Officer Director	$0	$0	$0
Jeffrey Bernstein	Director	1.00	Director	$0	$0	$0
Alexandra Bouchard	Director	1.00	Director	$0	$0	$0
Kathleen Erikson	Director	1.00	Director	$0	$0	$0
Marissa Levy	Director	1.00	Director	$0	$0	$0
Behrooz Mahasseni	Director	1.00	Director	$0	$0	$0
Bridget Mercik	Director	1.00	Director	$0	$0	$0
Elizabeth Shen	Director	1.00	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
2020	$17,284	$5,904	$548,763	$11,380

West Valley Educational Endowment Fund