The Diamond Bar Fund (EIN 844406712) - 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

Robert Neal Wilkins

Phone

2104470126

Tax Period

2023-10-01 to 2024-09-30

The Diamond Bar Fund, founded in 2019, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $3.1M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $10.9M exceeded revenue, resulting in a 248% operating deficit.

Mission

The Diamond Bar Fund is organized exclusively to support the East Foundation.

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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 $0

Program Service Revenue $0

Investment Income $2,160,746

Other Revenue $963,117

TOTAL REVENUE $3,123,863

Expense Breakdown

Grants Paid $7,681,426

Salaries & Benefits $213,044

Fundraising Expenses $0

Program Expenses $7,681,426

Other Expenses $2,975,428

TOTAL EXPENSES $10,869,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,123,863	$6,576,923	-0.5%
Expenses	$10,869,898	$12,364,287	-0.1%
Net Income	$-7,746,035	$-5,787,364	+0.3%

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

$855,060

Total Directors

$270,035

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard W Evans Jr	Director	1.00	Director	$0	$0	$70,500
Dan Kinsel III	Director	1.00	Director	$0	$0	$65,500
Stephen J Kleberg	Director	1.00	Director	$0	$0	$65,500
Bryan Wagner	Director	1.00	Director	$0	$0	$68,535
Robert Neal Wilkins	President & CEO	1.00	Officer	$0	$194,505	$679,142
Veronica L Paredez	Director of Finance, Sec, Treas	16.00	Officer	$0	$18,568	$175,918

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	$3,123,863	$10,869,898	$251,817,449	$-7,746,035
2023	$6,576,923	$12,364,287	$237,394,626	$-5,787,364
2022	$29,259,378	$10,294,470	$246,814,572	$18,964,908
2021	$223,740,799	$8,492,310	$277,622,666	$215,248,489

The Diamond Bar Fund