San Bernardino Children'S Benefit Associ (EIN 951627155) - 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

1949

Legal Domicile

Principal Officer

Margaret Ortiz

Phone

9098853085

Tax Period

2017-07-01 to 2018-06-30

Mission

The children of San Bernardino served are from families of every ethnic, religious and racial background who do not have dental insurance, and are low income.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,550

Other Expenses $190,550

TOTAL EXPENSES $190,550

Year-over-Year Comparison

	2017	2016	Change
Revenue	N/A	$161,261	-1.0%
Expenses	$190,550	$183,886	+0.0%
Net Income	N/A	$-22,625	N/A

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
Bobbi Simenton	Secretary	2.00	Officer Director	$0	$0	$0
Donna Call	Director	0.10	Director	$0	$0	$0
George Theios	Director	0.50	Director	$0	$0	$0
Heidi Vazquez	Director	0.50	Director	$0	$0	$0
Margaret Ortiz	Chair	4.00	Officer Director	$0	$0	$0
Maria Cramer	Secretary	2.00	Officer Director	$0	$0	$0
Marney Reinhart	Ortho Chair	2.00	Director	$0	$0	$0
Ozvaldo Garcia DDS	Director	0.10	Director	$0	$0	$0
Randall Hoff DDS	President	0.50	Officer Director	$0	$0	$0
Sherry Lopez	Director	4.00	Director	$0	$0	$0
Teresa Olivares	Director	0.10	Director	$0	$0	$0
Terry Davis DDS	Director	0.10	Director	$0	$0	$0
Wendell Lake	Director	0.10	Director	$0	$0	$0
Wilson Baugh Jr DDS	Director	0.10	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
2018	No data	$190,550	No data	No data

San Bernardino Children'S Benefit Associ