IMPERIAL VALLEY REGIONAL OCCUPATIO… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

EDWIN OBERGFELL

Tax Period

2024-07-01 to 2025-06-30

IMPERIAL VALLEY REGIONAL OCCUPATIONAL PROGRAM COMMUNITY FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $805K in total revenue in fiscal year 2024. Expenses of $914K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO SERVE A GROWING NEED IN OUR COMMUNITY BY HELPING IMPERIAL COUNTY RESIDENTS DEVELOP THEIR EDUCATIONAL AND ECONOMIC OPPORTUNITIES

Program Service Accomplishments

Program 1

Expenses: $46,250

ORGANIZED FUNDRAISING ACTIVITIES TO AWARD SCHOLARSHIPS TO ELIGIBLE INDIVIDUALS AND TO CTE STUDENT LEADERSHIP ORGANIZATIONS AND GROUPS

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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 (2024)

Revenue Breakdown

Contributions & Grants $873,822

Program Service Revenue $0

Investment Income $0

Other Revenue $-68,869

TOTAL REVENUE $804,953

Expense Breakdown

Grants Paid $46,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,250

Other Expenses $867,573

TOTAL EXPENSES $913,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$804,953	$843,549	0.0%
Expenses	$913,823	$847,045	+0.1%
Net Income	$-108,870	$-3,496	+30.1%

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

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
SAM COUCHMAN	President	2.00	Officer Director	$0	$0	$0
MARIANNE FENLEY	Secretary	2.00	Officer Director	$0	$0	$0
ERIC RODRIGUEZ	Vice President	2.00	Officer Director	$0	$0	$0
EDWIN OBERGFELL	Treasurer	2.00	Officer Director	$0	$0	$0
RAUL NAVARO	Director	0.00	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
2025	$804,953	$913,823	$200,283	$-108,870
2024	$843,549	$847,045	$308,426	$-3,496
2023	$936,830	$1,038,422	$311,423	$-101,592
2023	$1,206,406	$1,066,562	$413,014	$139,844
2022	$1,206,406	$1,066,562	$413,014	$139,844
2021	$500,857	$583,426	$269,420	$-82,569
2020	$78,598	$63,165	$351,989	$15,433
2019	$8,691	$23,421	$336,556	$-14,730
2018	$45,000	$45,000	$370,087	No data

IMPERIAL VALLEY REGIONAL OCCUPATIONAL PROGRAM COMMUNITY FOUNDATION