CALIFORNIA FARM BUREAU SCHOLARSHIP FOUNDATION (EIN 946070123) - 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

1953

Legal Domicile

Principal Officer

SHANNON DOUGLASS

Phone

9165615520

Tax Period

2023-08-01 to 2024-07-31

CALIFORNIA FARM BUREAU SCHOLARSHIP FOUNDATION, founded in 1953, is a small nonprofit in the Education sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $199K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO GIVE AID TO STUDENTS PURSUING A CAREER IN THE AGRICULTURAL, RANCHING AND LAND-MANAGEMENT INDUSTRY BY AWARDING UNIVERSITY SCHOLARSHIPS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,000

Program Service Revenue $0

Investment Income $154,082

Other Revenue $0

TOTAL REVENUE $158,082

Expense Breakdown

Grants Paid $183,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,250

Other Expenses $15,577

TOTAL EXPENSES $198,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,082	$109,367	+0.4%
Expenses	$198,827	$246,026	-0.2%
Net Income	$-40,745	$-136,659	-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

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

$1,235,546

Total Directors

$374,882

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SHANNON DOUGLASS	PRESIDENT	Officer Director	$0	$0	$51,555
SHAUN CROOK	1ST VICE PRESIDENT	Officer Director	$0	$0	$31,015
RON PETERSON	2ND VICE PRESIDENT	Officer Director	$0	$0	$2,725
GEORGE GOMES	DIRECTOR	Director	$0	$0	$0
JAMES JOHANSSON	FORMER PRESIDENT	Officer Director	$0	$22,519	$289,587
JASON GREER	TREASURER	Officer	$0	$36,995	$163,411
KAREN NORENE MILLS	SECRETARY	Officer	$0	$21,649	$224,041
CARL BORDEN	ASSISTANT SECRETARY	Officer	$0	$38,179	$210,847
MARK DAWSON	FORMER SECRETARY & TREASURER	Officer	$0	$47,198	$262,365

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	$158,082	$198,827	$5,800,418	$-40,745
2023	$109,367	$246,026	$5,479,263	$-136,659
2022	$420,750	$209,469	$5,332,885	$211,281
2021	$194,322	$215,300	$5,903,444	$-20,978
2020	$193,561	$175,160	$4,997,751	$18,401

CALIFORNIA FARM BUREAU SCHOLARSHIP FOUNDATION