SAN JOAQUIN DAIRY HERD IMPROVEMENT ASSOC DBA SAN JOAQUIN DHIA (EIN 942018092) - 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

1961

Legal Domicile

Phone

2098247790

Tax Period

2021-07-01 to 2022-06-30

SAN JOAQUIN DAIRY HERD IMPROVEMENT ASSOC DBA SAN JOAQUIN DHIA, founded in 1961, is a small nonprofit that reported $618K in total revenue in fiscal year 2021. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $748K exceeded revenue, resulting in a 21% operating deficit.

Mission

PROVIDE MEMBERS WITH ACCURATE MILK WEIGHTS, AND COMPONONENTS TO ENABLE THEM TO MAKE PROPER MANAGEMENT DECISIONS

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $617,969

Investment Income $9

Other Revenue $0

TOTAL REVENUE $617,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $401,626

Fundraising Expenses $0

Other Expenses $346,302

TOTAL EXPENSES $747,928

Year-over-Year Comparison

	2021	2020	Change
Revenue	$617,978	$1,065,339	-0.4%
Expenses	$747,928	$1,094,573	-0.3%
Net Income	$-129,950	$-29,234	+3.4%

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

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
Matt Erman	Director	1.00	Director	$0	$0	$0
Ed Machado	Director	1.00	Officer Director	$0	$0	$0
Jim Reibli	Director	1.00	Director	$0	$0	$0
John Kisst	Director	1.00	Director	$0	$0	$0
Fred Denier	President	1.00	Director	$0	$0	$0
Ryan Dyk	Director	1.00	Director	$0	$0	$0
Adam Van Exel	Director	1.00	Director	$0	$0	$0
Justin Borges	Vice President	1.00	Director	$0	$0	$0
Peter Van Warmerdam	Director	1.00	Director	$0	$0	$0
Paul Van Puijenbroek	Director	1.00	Director	$0	$0	$0
Jessica Mcissac	Director	1.00	Director	$0	$0	$0
Richard Hughes	Director	1.00	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
2022	$617,978	$747,928	No data	$-129,950
2021	$1,065,339	$1,094,840	$194,330	$-29,501
2020	$1,226,028	$1,217,434	$238,919	$8,594
2019	$1,128,955	$1,139,027	$231,730	$-10,072

SAN JOAQUIN DAIRY HERD IMPROVEMENT ASSOC DBA SAN JOAQUIN DHIA