THE ALVISO COMMUNITY FUND (EIN 822206724) - 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

Phone

4084175338

Tax Period

2018-01-01 to 2018-12-31

THE ALVISO COMMUNITY FUND, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $226K in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 26% operating margin.

Mission

TO ENGAGE EXCLUSIVELY IN CHARITABLE AND EDUCATIONAL ACTIVITIES IN THE SAN JOSE CA COMMUNITY OF ALVISO.

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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 (2018)

Revenue Breakdown

Contributions & Grants $10,839

Program Service Revenue $0

Investment Income $37

Other Revenue $215,000

TOTAL REVENUE $225,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,883

Fundraising Expenses $0

Program Expenses $43,829

Other Expenses $143,210

TOTAL EXPENSES $167,093

Year-over-Year Comparison

	2018	2017	Change
Revenue	$225,876	$185,000	+0.2%
Expenses	$167,093	$23,340	+6.2%
Net Income	$58,783	$161,660	-0.6%

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

$10,638

Total Directors

$23,883

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK ESPINOZA	FORMER PRES.	15.00	Director	$13,245	$0	$13,245
DAMARIS LLAMAS	SECRETARY/TREAS	30.00	Officer Director	$10,638	$0	$10,638
SAVAS ALVAREZ	BOARD MEMBER	0.00	Director	$0	$0	$0
RUBEN OROZCO	BOARD MEMBER	0.00	Director	$0	$0	$0
RICHARD RUIZ	President	0.00	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
2018	$225,876	$167,093	$215,055	$58,783

THE ALVISO COMMUNITY FUND