Ocean View Community Foundation (EIN 833947526) - 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

2018

Legal Domicile

Phone

6194247870

Tax Period

2023-01-01 to 2023-12-31

Ocean View Community Foundation, founded in 2018, is a micro nonprofit in the Recreation & Sports sector that reported $2K in total revenue in fiscal year 2023. Expenses of $3K exceeded revenue, resulting in a 42% operating deficit.

Mission

THE PURPOSE OF THIS CORPORATION IS TO; (1) SERVE THE COMMUNITY BY PROVIDING POSITIVE SPORTS AND EDUCATION PROGRAMS, A PLACE FOR POSITIVE CONNECTION, AND A PLACE FOR COMMUNITY SERVICE OPPORTUNITIES; (2) SUPPORT FAMILIES BY ENCOURAGING AND EDUCATING PARENTS, HELPING BUILD AND STRENGTHEN FAMILY AND COMMUNITY RELATIONSHIPS, AND BY ENCOURAGING HEALTHY VALUES; AND (3) STRENGTHEN KIDS BY DEVELOPING ATHLETIC SKILLS, LIFE SKILLS, AND HEALTHY CHARACTER AND SELF-DISCIPLINE.OUR GOAL IS TO SERVE, SUPPORT, AND STRENGTHEN SOUTH SAN DIEGO COUNTY COMMUNITY AND FAMILIES.

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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 $599

Program Service Revenue $0

Investment Income $1,485

Other Revenue $0

TOTAL REVENUE $2,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,956

Other Expenses $2,956

TOTAL EXPENSES $2,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,084	$-21,712	-1.1%
Expenses	$2,956	$3,702	-0.2%
Net Income	$-872	$-25,414	-1.0%

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
Stephen Boschen	President & CEO	3.00	Officer Director	$0	$0	$0
Gilberto Sepulveda	Secretary	3.00	Officer Director	$0	$0	$0
Karen Gadwa	CFO	3.00	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
2024	No data	No data	No data	No data
2023	$2,084	$2,956	$984,517	$-872
2022	$-21,712	$3,702	$985,389	$-25,414
2021	$11,382	$6,873	$1,010,803	$4,509
2020	$1,010,917	$62	$1,011,055	$1,010,855

Ocean View Community Foundation