FOUNTAIN VALLEY COMMUNITY FOUNDATION (EIN 800178198) - 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

2008

Legal Domicile

Principal Officer

MATT TAYLOR

Phone

7143097485

Tax Period

2023-07-01 to 2024-06-30

FOUNTAIN VALLEY COMMUNITY FOUNDATION, founded in 2008, is a small nonprofit in the Human Services sector that reported $649K in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 20% operating margin.

Mission

DEVELOP ACTIVITIES AND COMMUNITY EVENTS THAT FOSTER THE PARTICIPATION OF A BROAD BASE OF THE POPULATION, FOCUSING ON EVENTS AND ACTIVITIES THAT WILL BRING THE COMMUNITY TOGETHER.

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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 $334,561

Program Service Revenue $301,826

Investment Income $12,512

Other Revenue $0

TOTAL REVENUE $648,899

Expense Breakdown

Grants Paid $97,400

Salaries & Benefits $0

Fundraising Expenses $9,413

Program Expenses $501,901

Other Expenses $421,332

TOTAL EXPENSES $518,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$648,899	$382,031	+0.7%
Expenses	$518,732	$474,625	+0.1%
Net Income	$130,167	$-92,594	-2.4%

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

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
GLENN GRANDIS	Director	4.00	Director	$0	$0	$0
LARRY CRANDALL	Director	2.00	Director	$0	$0	$0
KERRY WAKELY	Director	2.00	Director	$0	$0	$0
RUBY HUEBNER	Director	4.00	Director	$0	$0	$0
KASIE HANLEY	Director	2.00	Director	$0	$0	$0
BARBARA MONTZ	Director	2.00	Director	$0	$0	$0
JYNENE JOHNSON	Director	2.00	Director	$0	$0	$0
MICHAEL WHITE	Director	2.00	Director	$0	$0	$0
WALLACE RODECKER	Director	2.00	Director	$0	$0	$0
DENNIS COLE	Director	2.00	Director	$0	$0	$0
TOMMIE SERVI	Treasurer	4.00	Officer	$0	$0	$0
ROB FRIZZELLE	Secretary	4.00	Officer	$0	$0	$0
MATT TAYLOR	President	2.00	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
2024	$648,899	$518,732	$556,894	$130,167
2023	$382,031	$474,625	$366,711	$-92,594
2022	$302,330	$242,910	$441,251	$59,420
2021	$310,971	$132,041	$396,922	$178,930
2019	$111,934	$101,905	$255,523	$10,029

FOUNTAIN VALLEY COMMUNITY FOUNDATION