Diablo Vista Middle School Foundation (EIN 943373022) - 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

2000

Legal Domicile

Principal Officer

Katya Rodriguez

Phone

9258557600

Tax Period

2024-07-01 to 2025-06-30

Diablo Vista Middle School Foundation, founded in 2000, is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $243K exceeded revenue, resulting in a 12% operating deficit.

Mission

Diablo Vista Middle School Foundation is a non-profit organization dedicated to raising funds to help maintain and enhance the quality of education at Diablo Vista Middle School through the collaboration of parents, educators, the schools Site Council, and the community.

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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 $207,055

Program Service Revenue $0

Investment Income $10,941

Other Revenue $0

TOTAL REVENUE $217,996

Expense Breakdown

Grants Paid $238,425

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,425

Other Expenses $4,928

TOTAL EXPENSES $243,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,996	$184,238	+0.2%
Expenses	$243,353	$263,667	-0.1%
Net Income	$-25,357	$-79,429	-0.7%

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
Katya Rodriguez	President	2.00	Officer Director	$0	$0	$0
Jyoty Bedi	Vice President	0.50	Officer Director	$0	$0	$0
Jordan Cox	Treasurer	10.00	Officer Director	$0	$0	$0
Sarina Dhanoa	Secretary	1.50	Officer Director	$0	$0	$0
Mei Luc	Board Member	2.00	Director	$0	$0	$0
Cristina So	Auditor	0.50	Director	$0	$0	$0
Jeff Osborn	Principal	0.50	Director	$0	$0	$0
Lauren Ghio	PTSA Rep	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
2025	$217,996	$243,353	$233,047	$-25,357
2022	$207,236	$166,829	$229,386	$40,407

Diablo Vista Middle School Foundation