VILLA MAJELLA OF SANTA BARBARA (EIN 953730718) - 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

1996

Legal Domicile

Principal Officer

MARCIA MOREHART

Phone

8056832838

Tax Period

2022-07-01 to 2023-06-30

VILLA MAJELLA OF SANTA BARBARA, founded in 1996, is a small nonprofit in the Health Care sector that reported $147K in total revenue in fiscal year 2022. Revenue fell 20% from the prior year — a significant decline worth monitoring. Net assets of $308K represent 25 months of operating reserves.

Mission

VILLA MAJELLA OF SANTA BARBARA IS A NONDENOMINATIONAL ORGANIZATION, FOUNDED IN 1982, WHICH PROVIDES COMPREHENSIVE SERVICES TO AT-RISK, IN-CRISIS, MOTHERS-TO-BE WHO HAVE CHOSEN TO CARRY THEIR BABIES TO TERM, WHETHER THE FUTURE INVOLVES PARENTING OR ADOPTION. THROUGH ITS MATERNITY HOME AND OUTREACH PROGRAM, IT PROVIDES A NURTURING ENVIRONMENT OF LOVE, EDUCATION AND SUPPORT SO THAT MOTHERS AND BABIES CAN LEAD HEALTHY AND PRODUCTIVE LIVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $146,109

Program Service Revenue $460

Investment Income $11

Other Revenue $0

TOTAL REVENUE $146,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,794

Fundraising Expenses $5,179

Program Expenses $91,152

Other Expenses $60,237

TOTAL EXPENSES $160,031

Year-over-Year Comparison

	2022	2021	Change
Revenue	$146,580	$184,193	-0.2%
Expenses	$160,031	$214,630	-0.3%
Net Income	$-13,451	$-30,437	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA MOREHART	PRESIDENT	5.00	Officer Director	$0	$0	$0
WILLIAM BOTTOMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN D LUND	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN M KLINK	VICE PRESIDENT	1.00	Director	$0	$0	$0
FATHER LARRY GOSSELIN OFM	BOARD MEMBER	1.00	Director	$0	$0	$0
REV LAWRENCE SEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY RUTLEDGE	BOARD MEMBER	1.00	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
2023	$146,580	$160,031	$309,272	$-13,451
2022	$184,193	$214,630	$321,693	$-30,437
2021	$212,584	$210,935	$354,737	$1,649
2020	$113,317	$217,703	$378,958	$-104,386
2019	$198,580	$242,189	$455,210	$-43,609
2018	$94,994	$202,619	$498,871	$-107,625

VILLA MAJELLA OF SANTA BARBARA