NATIVE SONS OF THE GOLDEN WEST CHARITABLE FOUNDATION (EIN 946094641) - 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

1951

Legal Domicile

Phone

4153921223

Tax Period

2023-01-01 to 2023-12-31

NATIVE SONS OF THE GOLDEN WEST CHARITABLE FOUNDATION, founded in 1951, is a small nonprofit that reported $329K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $108K, a strong 33% operating margin.

Mission

THE NATIVE SONS CHARITABLE FOUNDATION ANNUALLY CONTRIBUTES APPROXIMATELY $195,000 TO HOSPITALS

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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 $193,087

Program Service Revenue $0

Investment Income $135,536

Other Revenue $0

TOTAL REVENUE $328,623

Expense Breakdown

Grants Paid $195,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,942

Other Expenses $25,942

TOTAL EXPENSES $220,942

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,623	$406,795	-0.2%
Expenses	$220,942	$218,619	+0.0%
Net Income	$107,681	$188,176	-0.4%

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
ROBERT SANTOS	DIR TREASURER	10.00	Officer Director	$0	$0	$0
STEVE FASSEL	Director	0.00	Director	$0	$0	$0
JIM WILMARTH	DIR Secretary	0.00	Director	$0	$0	$0
PAUL LAPACHET	DIR Chairman	0.00	Director	$0	$0	$0
GENE PERRY	Director	0.00	Director	$0	$0	$0
MIKE LINN	Director	3.00	Officer Director	$0	$0	$0
JOSEPH URSINO	DIR EMERITUS	0.00	Director	$0	$0	$0
GEORGE ADAMS	GRAND PRESIDENT	0.00	Director	$0	$0	$0
TOM PERAZZO	DIR VICE CHAIR	0.00	Director	$0	$0	$0
STEVE MCLEAN	1ST GRAND VICE	0.00	Director	$0	$0	$0
MARCIA SKELTON	Vice President	0.00	Director	$0	$0	$0
DON MEYER	Director	0.00	Director	$0	$0	$0
GAIL PARISH	Director	0.00	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	No data	No data	No data	No data
2023	$328,623	$220,942	$3,422,414	$107,681
2022	$406,795	$218,619	$3,060,947	$188,176
2021	$387,570	$262,015	$3,611,445	$125,555
2020	$284,308	$139,976	$3,232,148	$144,332
2019	$310,264	$272,017	$2,862,301	$38,247
2018	$348,874	$274,701	$2,526,146	$74,173

NATIVE SONS OF THE GOLDEN WEST CHARITABLE FOUNDATION