CATALYST SAN GABRIEL VALLEY INCORPORATED (EIN 811360329) - 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

2017

Legal Domicile

Principal Officer

Jesse Chang

Phone

6263798165

Tax Period

2023-01-01 to 2023-12-31

CATALYST SAN GABRIEL VALLEY INCORPORATED, founded in 2017, is a small nonprofit in the Human Services sector that reported $459K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 23% operating margin.

Mission

We specialize in helping activate local congregations to become active stakeholders in the cities they worship in.

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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 $458,863

Program Service Revenue $0

Investment Income $189

Other Revenue $0

TOTAL REVENUE $459,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $223,399

Fundraising Expenses $0

Program Expenses $266,188

Other Expenses $128,439

TOTAL EXPENSES $351,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$459,052	$286,849	+0.6%
Expenses	$351,838	$256,415	+0.4%
Net Income	$107,214	$30,434	+2.5%

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

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

$50,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE CHANG	CEO	0.0	Officer	$50,909	$0	$50,909
Debbie Chun	CHAIRPERSON	10.0	Director	$0	$0	$0
Carolyn Yep	CHIEF FINANCIAL OFFICER	10.0	Officer Director	$0	$0	$0
Winnie Kwan	Director	0.0	Director	$0	$0	$0
John Lewis	Director	0.0	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	$459,052	$351,838	$304,999	$107,214
2022	$286,849	$256,415	$196,712	$30,434
2021	$205,064	$225,310	$165,685	$-20,246
2020	$338,695	$208,126	$185,808	$130,569

CATALYST SAN GABRIEL VALLEY INCORPORATED