SAN GABRIEL VALLEY BRANCH 85 FLEET RESERVE ASSOCIATION (EIN 842633601) - 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

2019

Legal Domicile

Principal Officer

MORRIS R PICHON

Phone

7144587622

Tax Period

2022-01-01 to 2022-12-31

SAN GABRIEL VALLEY BRANCH 85 FLEET RESERVE ASSOCIATION, founded in 2019, is a micro nonprofit that reported $10K in total revenue in fiscal year 2022. Revenue surged 2318% from the prior year, signaling strong growth momentum. Expenses of $455K exceeded revenue, resulting in a 4676% operating deficit.

Mission

TO TAKE CARE OF ITS MEMBERS AND THEIR FAMILIES WHO MAY BE IN URGENT NEED OF ASSISTANCE, FINANCIAL OR OTHERWISE; TO ASSIST IN RECRUITING FOR THE UNITED STATES NAVAL SERVICE; TO ASSEMBLE FOR SOCIAL INTERCOURSE AND TO KEEP INFORMED ON UNITED STATES NAVAL MATTERS, WHEREBY MEMBERS MAY CONTINUE TO LEGALLY SERVE THE NATION AND THE UNITED STATES NAVAL SERVICE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,400

Program Service Revenue $0

Investment Income $126

Other Revenue $0

TOTAL REVENUE $9,526

Expense Breakdown

Grants Paid $424,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $454,942

Other Expenses $30,942

TOTAL EXPENSES $454,942

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,526	$394	+23.2%
Expenses	$454,942	$6,795	+66.0%
Net Income	$-445,416	$-6,401	+68.6%

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

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
MORRIS R PICHON	PRESIDENT	2.00	Officer	$0	$0	$0
ROGELIO A BACUD	SECRETARY	2.00	Officer	$0	$0	$0
JOHN L CAMPBELL	MEMBERSHIP CHAIRMAN	2.00	Officer	$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
2022	$9,526	$454,942	No data	$-445,416
2021	$394	$6,795	$445,416	$-6,401
2020	$161	$144	$451,817	$17
2019	$453,618	$1,818	$451,800	$451,800

SAN GABRIEL VALLEY BRANCH 85 FLEET RESERVE ASSOCIATION