SAN FERNANDO VALLEY SMALL BUSINESS DEVELOPMENT CORPORATION (EIN 953464246) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

MIGUEL JUAREZ

Phone

8182051770

Tax Period

2023-07-01 to 2024-06-30

SAN FERNANDO VALLEY SMALL BUSINESS DEVELOPMENT CORPORATION, founded in 2001, is a small nonprofit that reported $524K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $493K left a modest 6% surplus.

Mission

TO ASSIST SMALL BUSINESSES TO ACCESS CAPITAL FOR GROWTH AND SUSTAINABILITY THROUGH VARIOUS LENDING ACTIVITIES AND TO CREATE AND SUSTAIN JOBS WITHIN DISTRESSED AND DISADVANTAGED COMMUNITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $115,990

Program Service Revenue $408,076

Investment Income $0

Other Revenue $0

TOTAL REVENUE $524,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,140

Fundraising Expenses $0

Program Expenses $420,242

Other Expenses $210,056

TOTAL EXPENSES $493,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$524,066	$422,945	+0.2%
Expenses	$493,196	$421,937	+0.2%
Net Income	$30,870	$1,008	+29.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$95,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIGUEL JUAREZ	PRESIDENT/EXECUTIVE DIRECTOR	40	Officer	$95,500	$0	$95,500
ANDREW BARRERA	BOARD SECRETARY	2	Director	$0	$0	$0
ALEX GUERRERO	BOARD MEMBER	2	Director	$0	$0	$0
SAL MENDOZA	BOARD MEMBER	2	Director	$0	$0	$0
WILLIAM SHIAO	BOARD MEMBER	2	Director	$0	$0	$0
GEORGE STAVARIS	BOARD CHAIR	2	Director	$0	$0	$0
RUTH CORRALES	BOARD MEMBER	2	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
2024	$524,066	$493,196	$435,056	$30,870
2023	$422,945	$421,937	$418,953	$1,008
2022	$303,974	$292,827	$440,046	$11,147
2021	$171,065	$429,749	$577,206	$-258,684

SAN FERNANDO VALLEY SMALL BUSINESS DEVELOPMENT CORPORATION