THE EBELL SOCIETY OF THE SANTA ANA VALLEY (EIN 951190333) - 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

1909

Legal Domicile

Principal Officer

NELIDA MENDOZA

Phone

7145476331

Tax Period

2023-06-01 to 2024-05-31

THE EBELL SOCIETY OF THE SANTA ANA VALLEY, founded in 1909, is a small nonprofit in the Education sector that reported $187K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $398K represent 25 months of operating reserves.

Mission

THE MUTUAL IMPROVEMENT OF ITS MEMBERS IN LITERATURE, CULTURE, AND THE DISCUSSION OF THE VITAL QUESTIONS OF THE DAY RELATING TO CURRENT EVENTS.

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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 $6,548

Program Service Revenue $180,198

Investment Income $537

Other Revenue $0

TOTAL REVENUE $187,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,978

Other Expenses $205,403

TOTAL EXPENSES $205,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,283	$206,968	-0.1%
Expenses	$205,403	$220,899	-0.1%
Net Income	$-18,120	$-13,931	+0.3%

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
NELIDA MENDOZA	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURIE HOLDEN	FIRST VICE P	1.00	Officer Director	$0	$0	$0
LINDA PRETZEL ROBERTS	SEC VICE PRE	1.00	Officer Director	$0	$0	$0
IRMA P JAUREGUI	THIRD VICE P	1.00	Officer Director	$0	$0	$0
PAUL HOLDEN	FRTH VICE PR	1.00	Officer Director	$0	$0	$0
MAXINE SCHMIDL	TREASURER	1.00	Officer Director	$0	$0	$0
BETTS RIVET	SECRETARY	1.00	Officer Director	$0	$0	$0
LEANA RICHMOND	DIRECTOR	1.00	Director	$0	$0	$0
JUDI DEAN	DIRECTOR	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	No data	No data	No data	No data
2024	$187,283	$205,403	$397,630	$-18,120
2023	$206,968	$220,899	$407,209	$-13,931
2022	$262,358	$207,565	$421,140	$54,793
2021	$118,619	$133,267	$366,347	$-14,648
2019	$165,204	$162,187	$399,408	$3,017

THE EBELL SOCIETY OF THE SANTA ANA VALLEY