FACT FOUNDATION

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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

1928

Legal Domicile

Principal Officer

EDUARDO SALVADOR

Phone

8182544100

Tax Period

2020-04-01 to 2021-03-31

FACT FOUNDATION, founded in 1928, is a small nonprofit that reported $352K in total revenue in fiscal year 2020. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 21% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS TO SUPPORT HOUSING, HEALTH CARE AND OTHER SERVICES FOR THE RESIDENTS OF VILLA GARDENS AND VISTA DEL MONTE RETIREMENT COMMUNITIES. IN ADDITION TO PROGRAMS OF ASSISTANCE TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP, THE FOUNDATION ALSO RAISES AND DISTRIBUTES FUNDS FOR THE PURCHASE OF EQUIPMENT TO IMPROVE THE RESIDENT'S QUALITY OF LIFE, THE RENOVATION AND REPLACEMENT OF EXISTING CAPITAL ASSETS AND EMPLOYEE SCHOLARSHIPS. THE FOUNDATION ALSO ADMINISTERS DISASTER ASSISTANCE FUNDS CONTRIBUTED BY CALIFORNIA TEACHERS. THESE FUNDS ARE USED TO PROVIDE GRANTS TO CALIFORNIA TEACHERS IN ACCORDANCE WITH GUIDELINES RECEIVED FROM THE CALIFORNIA TEACHER'S ASSOCIATION

Program Service Accomplishments

Program 1

Expenses: $138,923

THE FOUNDATION RAISES AND DISTRIBUTES FUNDS FOR THE RESIDENTS OF VILLA GARDENS AND VISTA DEL MONTE RETIREMENT COMMUNITIES. ASSISTANCE IS PROVIDED TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP AND...

THE FOUNDATION RAISES AND DISTRIBUTES FUNDS FOR THE RESIDENTS OF VILLA GARDENS AND VISTA DEL MONTE RETIREMENT COMMUNITIES. ASSISTANCE IS PROVIDED TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP AND FOR THE PURCHASE OF EQUIPMENT TO IMPROVE THE RESIDENTS' QUALITY OF LIFE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $90,442

Program Service Revenue $0

Investment Income $261,355

Other Revenue $0

TOTAL REVENUE $351,797

Expense Breakdown

Grants Paid $138,923

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,923

Other Expenses $140,070

TOTAL EXPENSES $278,993

Year-over-Year Comparison

	2020	2019	Change
Revenue	$351,797	$592,739	-0.4%
Expenses	$278,993	$644,799	-0.6%
Net Income	$72,804	$-52,060	-2.4%

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

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

$750,131

Total Directors