Diablo Vista Retired Teachers Scholarship Foundation (EIN 942854064) - 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

1982

Legal Domicile

Principal Officer

Bernadine Yeghoian

Phone

9256710662

Tax Period

2024-07-01 to 2025-06-30

Diablo Vista Retired Teachers Scholarship Foundation, founded in 1982, is a small nonprofit that reported $102K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 20% operating margin.

Mission

To promote educational and academic accomplishments by awarding scholarships to eligible students enrolled in Diablo Valley and Los Medanos community Colleges.

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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 $22,532

Program Service Revenue $0

Investment Income $79,522

Other Revenue $0

TOTAL REVENUE $102,054

Expense Breakdown

Grants Paid $78,337

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,337

Other Expenses $3,614

TOTAL EXPENSES $81,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,054	$66,402	+0.5%
Expenses	$81,951	$70,024	+0.2%
Net Income	$20,103	$-3,622	-6.6%

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
Vivian Boyd	Board Member, President	2.00	Officer Director	$0	$0	$0
Lori Williams	Board Member	2.00	Director	$0	$0	$0
Katie Gaines	Board Member	2.00	Director	$0	$0	$0
Gil Leveroni	Board Member, Financial Se	2.00	Officer Director	$0	$0	$0
Karen Sakata	Board Member, VP	2.00	Officer Director	$0	$0	$0
Patti Kyle	Board Member	2.00	Director	$0	$0	$0
Gail Van Tassell	Board Member	2.00	Director	$0	$0	$0
Bernie Yeghoian	Board Member, Treasurer	2.00	Officer Director	$0	$0	$0
Melinda Hall	Board Member	2.00	Director	$0	$0	$0
Gail Sangenitto	Board Member	2.00	Director	$0	$0	$0
Shauna Hawes	Board Member	2.00	Director	$0	$0	$0
Karen Neilson	Board Member	2.00	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
2025	$102,054	$81,951	$1,507,228	$20,103
2024	$66,402	$70,024	$1,453,228	$-3,622
2023	$40,018	$107,184	$1,292,199	$-67,166
2022	$221,345	$52,886	$1,272,131	$168,459
2021	$47,728	$62,149	$1,240,671	$-14,421
2020	$496,953	$38,663	$1,088,292	$458,290

Diablo Vista Retired Teachers Scholarship Foundation