THE VTA MEMORIAL FOUNDATION (EIN 862865935) - 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

Principal Officer

MICHAEL ARIAS

Phone

5207412215

Tax Period

2023-01-01 to 2023-12-31

THE VTA MEMORIAL FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $157K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 75% operating margin.

Mission

TO AWARD SCHOLARSHIPS EVERY YEAR TO HIGH SCHOOL SENIORS WHO HAVE EXEMPLIFIED THE VIRTUES OF HARD WORK, DEDICATION, AND FAITH IN HIGHER EDUCATION.

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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 $156,691

Program Service Revenue $0

Investment Income $0

Other Revenue $767

TOTAL REVENUE $157,458

Expense Breakdown

Grants Paid $33,478

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,065

Other Expenses $5,723

TOTAL EXPENSES $39,201

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,458	$116,718	+0.3%
Expenses	$39,201	$26,846	+0.5%
Net Income	$118,257	$89,872	+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

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

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DESIREE SANDOVAL	OFFICER	0.50	Director	$6,000	$0	$6,000
LORENA ARIAS	TREASURER	4.00	Director	$0	$0	$0
MICHAEL ARIAS	PRESIDENT	4.00	Director	$0	$0	$0
DOUG LOFTUS	FINANCIAL AD	0.50	Director	$0	$0	$0
VALERIE SANCHEZ	VICE PRESIDE	0.50	Director	$0	$0	$0
PATTI SANDOVAL	SECRETARY	0.50	Director	$0	$0	$0
RICARDO DOMINGUEZ	OFFICER	0.50	Officer	$0	$0	$0
BENNY GOMEZ	OFFICER	0.50	Officer	$0	$0	$0
ANNA MANZANO	SCHOLARSHIP	0.50	Officer	$0	$0	$0
REINA SALGADO	OFFICER	0.50	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
2023	$157,458	$39,201	$208,129	$118,257

THE VTA MEMORIAL FOUNDATION