Vallejo Drive Endowment Inc (EIN 870801179) - 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

2007

Legal Domicile

Principal Officer

Stone Erin

Phone

8185007257

Tax Period

2023-01-01 to 2023-12-31

Vallejo Drive Endowment Inc, founded in 2007, is a small nonprofit in the Education sector that reported $132K in total revenue in fiscal year 2023. The organization ran a surplus of $48K, a strong 36% operating margin.

Mission

SUPPORT OF VALLEJO DRIVE SDA CHURCH.

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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 $32,600

Program Service Revenue $0

Investment Income $7,797

Other Revenue $91,691

TOTAL REVENUE $132,088

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,000

Other Expenses $4,582

TOTAL EXPENSES $84,582

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,088	$136,542	0.0%
Expenses	$84,582	$81,207	+0.0%
Net Income	$47,506	$55,335	-0.1%

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

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
Henry Irvin Jr	Board Member	1.00	Director	$0	$0	$0
Ibanez Rosario	Treasurer	3.00	Officer Director	$0	$0	$0
Ozolins Aivars	Board Member	1.00	Director	$0	$0	$0
Wang Jennese	Board Member	1.00	Director	$0	$0	$0
Pidoux Rene	Board Member	1.00	Director	$0	$0	$0
Raines Gary	Secretary	1.00	Officer Director	$0	$0	$0
Sorkin Nina	Board Member	1.00	Director	$0	$0	$0
Stone Erin	Chairman	3.00	Officer 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
2024	No data	No data	No data	No data
2023	$132,088	$84,582	$2,517,814	$47,506
2022	$136,542	$81,207	$2,444,985	$55,335
2021	$149,524	$80,500	$2,393,551	$69,024
2020	$54,200	$106,950	$2,324,269	$-52,750
2019	$132,691	$131,625	$2,371,965	$1,066
2018	$97,856	$153,600	$2,369,649	$-55,744

Vallejo Drive Endowment Inc