SAN JUAN CAPISTRANO FIESTA ASSOC (EIN 953576799) - 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

1963

Legal Domicile

Principal Officer

JAMES TAYLOR

Phone

9496805197

Tax Period

2022-07-01 to 2023-06-30

SAN JUAN CAPISTRANO FIESTA ASSOC, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $170K in total revenue in fiscal year 2022. Revenue surged 344% from the prior year, signaling strong growth momentum. Expenses of $209K exceeded revenue, resulting in a 23% operating deficit.

Mission

PROMOTE CIVIC PRIDE

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $65,199

Program Service Revenue $0

Investment Income $1

Other Revenue $105,121

TOTAL REVENUE $170,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $172,757

Program Expenses $8,969

Other Expenses $209,173

TOTAL EXPENSES $209,173

Year-over-Year Comparison

	2022	2021	Change
Revenue	$170,321	$38,332	+3.4%
Expenses	$209,173	$75,142	+1.8%
Net Income	$-38,852	$-36,810	+0.1%

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

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
LEANNA BRADSHAW	BOARD MEMBER	5.00	Director	$0	$0	$0
STEVE CONGLETON	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVE EUZARRAGA	BOARD MEMBER	10.00	Director	$0	$0	$0
JIMMY FERGUSON	BOARD MEMBER	5.00	Director	$0	$0	$0
JONATHAN JENKINS	BOARD MEMBER	10.00	Director	$0	$0	$0
JANE WESTMILLER	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE ERCA	2ND VP	20.00	Officer	$0	$0	$0
POLITA HART	1ST VP	10.00	Officer	$0	$0	$0
JUANA LAUR	TREASURER	10.00	Officer	$0	$0	$0
HELEN L SMITH-GARDNER	SECRETARY	5.00	Officer	$0	$0	$0
JAMES TAYLOR	PRESIDENT	20.00	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
2023	$170,321	$209,173	$32,708	$-38,852
2022	$38,332	$75,142	$70,816	$-36,810
2021	$750	$21,464	$108,403	$-20,714
2020	$38,836	$20,591	$128,578	$18,245
2019	$126,124	$156,958	$110,145	$-30,834
2018	$135,649	$185,896	$140,762	$-50,247

SAN JUAN CAPISTRANO FIESTA ASSOC