SANTA ANITA FAMILY SERVICE CO JOANN SANDERSON (EIN 951816014) - 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

Principal Officer

MARY SAENZ

Tax Period

2018-07-01 to 2019-06-30

SANTA ANITA FAMILY SERVICE CO JOANN SANDERSON, founded in 1951, is a small nonprofit that reported $663K in total revenue in fiscal year 2018. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $173K, a strong 26% operating margin.

Mission

COUNSELING AND SOCIAL SERVICES TO INDIVIDUALS AND FAMILIES. CASE MANAGEMENT SERVICES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $104,849

Program Service Revenue $3,515

Investment Income $179,386

Other Revenue $375,395

TOTAL REVENUE $663,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $319,581

Fundraising Expenses $0

Program Expenses $310,510

Other Expenses $170,784

TOTAL EXPENSES $490,365

Year-over-Year Comparison

	2018	2017	Change
Revenue	$663,145	$2,475,953	-0.7%
Expenses	$490,365	$1,806,080	-0.7%
Net Income	$172,780	$669,873	-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

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

$215,869

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY COLEMAN	Director	1.00	Director	$0	$0	$0
TIMOTHY SCANLAN	Director	0.00	Director	$0	$0	$0
JOANN SANDERSON	Director	0.00	Director	$0	$0	$0
CHERYL ROSE	President	1.00	Officer	$0	$0	$0
MARY SAENZ	Treasurer	2.00	Officer	$0	$0	$0
BARBARA CAVALIER	Secretary	1.00	Officer	$0	$0	$0
GEORGE NALBACH PARTIAL YR	Executive Dir.	40.00	Officer	$121,419	$0	$121,419
DEBORAH GRANT PARTIAL YR	CFO	40.00	Officer	$94,450	$0	$94,450

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
2019	$663,145	$490,365	$288,898	$172,780

SANTA ANITA FAMILY SERVICE CO JOANN SANDERSON