FOUNTAIN VALLEY EDUCATION ASSOCIATION (EIN 952759397) - 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

1976

Legal Domicile

Principal Officer

JEFF MARBUT

Phone

7143780181

Tax Period

2023-09-01 to 2024-08-31

FOUNTAIN VALLEY EDUCATION ASSOCIATION, founded in 1976, is a small nonprofit that reported $335K in total revenue in fiscal year 2023. Expenses of $320K left a modest 5% surplus.

Mission

PROMOTE WELFARE AND INTERESTS OF TEACHER MEMBERS

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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 $0

Program Service Revenue $334,313

Investment Income $799

Other Revenue $0

TOTAL REVENUE $335,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,000

Fundraising Expenses $0

Other Expenses $317,572

TOTAL EXPENSES $319,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$335,112	$320,967	+0.0%
Expenses	$319,572	$313,575	+0.0%
Net Income	$15,540	$7,392	+1.1%

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

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

$2,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF MARBUT	PRESIDENT	20.00	Officer	$2,000	$0	$2,000
BROOKE JAMES	VICE PRESIDENT	4.00	Officer	$0	$0	$0
ANDREA BENSON	SECRETARY	4.00	Officer	$0	$0	$0
KAYLA MARLEY	TREASURER	4.00	Officer	$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	$335,112	$319,572	$194,394	$15,540
2023	$320,967	$313,575	$178,896	$7,392
2022	$298,195	$278,433	$173,425	$19,762
2021	$290,540	$268,390	$153,663	$22,150
2020	$287,806	$270,885	$131,513	$16,921
2019	$288,206	$276,067	$114,592	$12,139
2018	$286,079	$273,262	$104,960	$12,817

FOUNTAIN VALLEY EDUCATION ASSOCIATION