IDALIA VISION FOUNDATION INC (EIN 841201506) - 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

1975

Legal Domicile

Principal Officer

CRYSTAL JUHNKE

Tax Period

2020-01-01 to 2020-12-31

IDALIA VISION FOUNDATION INC, founded in 1975, is a micro nonprofit in the Community Improvement sector that reported $30K in total revenue in fiscal year 2020. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $972K represent 386 months of operating reserves.

Mission

ALL INCOME AND EXPENSES ARE DEVOTED TO BENEFIT LOCAL EDUCATIONAL PROGRAMS AND TO HELP FUND COMMUNITY PROJECTS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $272

Program Service Revenue $0

Investment Income $27,814

Other Revenue $2,161

TOTAL REVENUE $30,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,468

Other Expenses $32,468

TOTAL EXPENSES $32,468

Year-over-Year Comparison

	2020	2019	Change
Revenue	$30,247	$45,525	-0.3%
Expenses	$32,468	$49,706	-0.3%
Net Income	$-2,221	$-4,181	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS SCHIEL	PRESIDENT	002.00	Director	$0	$0	$0
CHAD TOWNS	VICE-PRESIDENT	002.00	Director	$0	$0	$0
CRYSTAL ZION	SECRETARY	002.00	Director	$0	$0	$0
CRYSTAL JUHNKE	TREASURER	002.00	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	$30,247	$32,468	$1,023,459	$-2,221
2019	$45,525	$49,706	$1,019,237	$-4,181
2018	$40,270	$45,036	$988,011	$-4,766

IDALIA VISION FOUNDATION INC