Western United Dairies Foundation (EIN 871139428) - 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

Norma Castillo

Phone

2095276453

Tax Period

2024-01-01 to 2024-12-31

Western United Dairies Foundation, founded in 2021, is a small nonprofit in the Education sector that reported $258K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $333K exceeded revenue, resulting in a 29% operating deficit.

Mission

The specific purpose of this corporation is to advocate for the dairy farming industry in California through education and outreach, and to do all things appropriate to further such purpose.

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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 $28,072

Program Service Revenue $230,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $258,322

Expense Breakdown

Grants Paid $1,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,800

Other Expenses $330,815

TOTAL EXPENSES $332,615

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,322	$230,261	+0.1%
Expenses	$332,615	$168,872	+1.0%
Net Income	$-74,293	$61,389	-2.2%

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
Lucas Deniz	CEO	1.00	Officer	$0	$0	$0
Gerrit De Raadt	Secretary	1.00	Officer	$0	$0	$0
Norma Castillo	CFO	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
2024	$258,322	$332,615	$43,101	$-74,293
2023	$230,261	$168,872	$117,394	$61,389

Western United Dairies Foundation