SAN JOAQUIN VALLEY MEDICAL SCHOLARSHIP FOUNDATION (EIN 843316050) - 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

2021

Legal Domicile

Principal Officer

SERGIO ILIC

Phone

5599062800

Tax Period

2024-01-01 to 2024-12-31

SAN JOAQUIN VALLEY MEDICAL SCHOLARSHIP FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $214K in total revenue in fiscal year 2024. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $187K left a modest 12% surplus.

Mission

CASH CONTRIBUTIONS TO ALLEVIATE THE SHORTAGE OF MEDICAL PROFESSIONALS IN THE SAN JOAQUIN VALLEY BY PROVIDING FINANCIAL ASSISTANCE TO DESERVING YOUNG PEOPLE WHO DO NOT OTHERWISE HAVE THE RESOURCES TO BECOME HEALTHCARE PROFESSIONALS.

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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 $145,288

Program Service Revenue $0

Investment Income $68,257

Other Revenue $0

TOTAL REVENUE $213,545

Expense Breakdown

Grants Paid $165,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,582

Other Expenses $22,475

TOTAL EXPENSES $187,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,545	$1,143,804	-0.8%
Expenses	$187,475	$122,715	+0.5%
Net Income	$26,070	$1,021,089	-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
SERGIO D ILIC MD	PRESIDENT	24.00	Officer	$0	$0	$0
MARY EISLEY	TREASURER	1.00	Officer	$0	$0	$0
CAROLINA SIMUNOVICC	MD	1.00	Officer	$0	$0	$0
VERONICA ILIC-STONE	SECRETARY	2.00	Officer	$0	$0	$0
WILLIAM F HANCOCK JR	ESQ	1.00	Officer	$0	$0	$0
GRACIELA ESQUIVEL-AGUILAR	MD	1.00	Officer	$0	$0	$0
MIREYA SAMAENIEGO	MD	1.00	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
2025	No data	No data	No data	No data
2024	$213,545	$187,475	$1,233,606	$26,070
2023	$1,143,804	$122,715	$1,093,521	$1,021,089

SAN JOAQUIN VALLEY MEDICAL SCHOLARSHIP FOUNDATION