SILICON VALLEY ASSN OF INSURANCE & FINANCIAL ADVISORS INC (EIN 942642817) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1937

Legal Domicile

Principal Officer

KRISTA PATTERSON

Phone

9257781165

Tax Period

2017-07-01 to 2018-06-30

SILICON VALLEY ASSN OF INSURANCE & FINANCIAL ADVISORS INC, founded in 1937, is a micro nonprofit that reported $25K in total revenue in fiscal year 2017. Revenue decreased 10% compared to the prior year. Expenses of $30K exceeded revenue, resulting in a 21% operating deficit.

Mission

ESTABLISHING RAPPORT BETWEEN MEMBERS OF THE FINANCIAL ADVISORS PROFESSION & KEEPING THE MEMBERS INFORMED OF CHANGES IN THE INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $16,207

Program Service Revenue $8,310

Investment Income $110

Other Revenue $0

TOTAL REVENUE $24,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,700

Other Expenses $29,700

TOTAL EXPENSES $29,700

Year-over-Year Comparison

	2017	2016	Change
Revenue	$24,627	$27,360	-0.1%
Expenses	$29,700	$37,606	-0.2%
Net Income	$-5,073	$-10,246	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
TRAVIS HART	MEMBERSHIP/BOARD MEMBER	0.00	Director	$0	$0	$0
JOEL VELASQUEZ	NATIONAL COMMITTE CHAIRPER	0.00	Director	$0	$0	$0
JONATHAN EBRAHIMOON	YAT CO CHAIR	0.00	Director	$0	$0	$0
HENRY FRAZIER III	YAT/BOARD MEMBER	0.00	Director	$0	$0	$0
SOPHEY TIET	PROGRAMS/BOARD MEMBER	0.00	Director	$0	$0	$0
DAVID IZAT	SECRETARY/TREASURER	0.00	Officer	$0	$0	$0
KRISTA PATTERSON	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
CYNTHIA NAKAMATSU	PAST PRESIDENT	0.00	Officer	$0	$0	$0
BRANDON AU	PRESIDENT	0.00	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
2018	$24,627	$29,700	$50,264	$-5,073

SILICON VALLEY ASSN OF INSURANCE & FINANCIAL ADVISORS INC