17170 BERNARDO CENTER LLC

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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

2023

Legal Domicile

Principal Officer

SIMONA VALANCIUTE

Phone

6198816262

Tax Period

2023-01-01 to 2023-12-31

17170 BERNARDO CENTER LLC, founded in 2023, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 80% operating margin.

Mission

PRIMARILY TO HOLD TITLE TO PROPERTY AT 17170 BERNARDO CENTER DR., SAN DIEGO, CA 92128 FOR IT'S SOLE MEMBER, SAN DIEGO OASIS.

Program Service Accomplishments

Program 1

Revenue: $256,000

PRIMARILY TO HOLD TITLE TO PROPERTY AT 17170 BERNARDO CENTER DR., SAN DIEGO, CA 92128 FOR IT'S SOLE MEMBER, SAN DIEGO OASIS.

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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 $1,649,855

Program Service Revenue $256,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,905,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $384,495

TOTAL EXPENSES $384,495

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,905,855	N/A	N/A
Expenses	$384,495	N/A	N/A
Net Income	$1,521,360	N/A	N/A

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

$279,049

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE DERRY	BOARD CHAIR	0.10	Officer Director	$0	$0	$0
MARK ALLAN	VICE BOARD CHAIR	0.10	Officer Director	$0	$0	$0
MIKE BARDIN	BOARD SECRETARY	0.10	Director	$0	$0	$0
SUE BRADHAM	BOARD MEMBER	0.10	Director	$0	$0	$0
DAVID CHONG	BOARD GOVERNANCE CHAIR	0.10	Officer Director	$0	$0	$0
KRISHNA ARORA	BOARD MEMBER	0.10	Director	$0	$0	$0
JONATHAN E DOERING	BOARD TREASURER	0.10	Officer Director	$0	$0	$0
FRANK HOFFSTADT	BOARD MEMBER	0.10	Director	$0	$0	$0
DANIELLE FINCH	BOARD MEMBER	0.10	Director	$0	$0	$0
JUDY LEWIS	BOARD MEMBER	0.10	Director	$0	$0	$0
TRACEY STOTZ	BOARD MEMBER	0.10	Director	$0	$0	$0
HON WILLIAM H WISE	BOARD MEMBER	0.10	Director	$0	$0	$0
PAUL WEISS	BOARD MEMBER	0.10	Director	$0	$0	$0
SIMONA VALANCIUTE	PRESIDENT & CEO	1.00	Officer	$0	$10,445	$175,012
MICHAEL CRAIG	CHIEF OPERATIONS OFFICER	1.00	Officer	$0	$128	$104,037

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	$1,905,855	$384,495	$7,966,488	$1,521,360