VESTIA INC (EIN 943017952) - 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

1986

Legal Domicile

Principal Officer

JUDY PIERALDE

Phone

9256551208

Tax Period

2024-01-01 to 2024-12-31

VESTIA INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $131K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 35% operating margin.

Mission

The mission of VESTIA is to provide supplemental support to at-risk individuals and families known to the Contra Costa County Employment and Human Services Department.

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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 $122,695

Program Service Revenue $6,600

Investment Income $2,020

Other Revenue $0

TOTAL REVENUE $131,315

Expense Breakdown

Grants Paid $52,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,760

Other Expenses $32,748

TOTAL EXPENSES $84,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,315	$96,134	+0.4%
Expenses	$84,748	$88,952	0.0%
Net Income	$46,567	$7,182	+5.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY PIERALDE	President	10.00	Officer Director	$0	$0	$0
CAROLYN HARLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE BARNABA	Secretary	5.00	Officer Director	$0	$0	$0
VIRGINIE DESCAMPS	BOARD MEMBER	5.00	Director	$0	$0	$0
LLOYD MADDEN	BOARD MEMBER	5.00	Director	$0	$0	$0
PAT HERRERA	FINANCIAL REPOR	5.00	Officer Director	$0	$0	$0
MARILYN LAWVER	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE FULLEM	BOARD MEMBER	5.00	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
2024	$131,315	$84,748	$379,252	$46,567
2023	$96,134	$88,952	$332,686	$7,182
2022	$75,505	$69,655	$336,197	$5,850
2021	$58,100	$81,313	$327,410	$-23,213
2020	$82,219	$60,178	$342,649	$22,041
2019	$304,529	$306,112	$307,367	$-1,583
2018	$64,050	$46,984	$294,216	$17,066

VESTIA INC