PF Bresee Foundation (EIN 953797363) - 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

1982

Legal Domicile

Principal Officer

Seth Eklund

Phone

2133872822

Tax Period

2024-07-01 to 2025-06-30

PF Bresee Foundation, founded in 1982, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $5.2M left a modest 4% surplus.

Mission

Empowering youth & families in L.A. with skills, resources, & relationships to thrive.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $5,391,070

Program Service Revenue $0

Investment Income $58,359

Other Revenue $-36,992

TOTAL REVENUE $5,412,437

Expense Breakdown

Grants Paid $340,141

Salaries & Benefits $3,493,203

Fundraising Expenses $448,749

Program Expenses $4,125,055

Other Expenses $1,350,222

TOTAL EXPENSES $5,183,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,412,437	$6,524,164	-0.2%
Expenses	$5,183,566	$5,145,902	+0.0%
Net Income	$228,871	$1,378,262	-0.8%

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

240

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

$289,156

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rich Orosco	Board Chair	2.00	Officer Director	$0	$0	$0
Maki Villacarillo	Board Vice Chair	2.00	Officer Director	$0	$0	$0
Heidi Feng	Board Treasurer	2.00	Officer Director	$0	$0	$0
Juan Fontenla	Board Secretary (Until June)	2.00	Officer Director	$0	$0	$0
Craig Beatty	Director	2.00	Director	$0	$0	$0
Tim Martin	Director	2.00	Director	$0	$0	$0
Chris Garcia	Director	2.00	Director	$0	$0	$0
Jennifer Brown	Director	2.00	Director	$0	$0	$0
Linda Kim	Director	2.00	Director	$0	$0	$0
Ani Jinian	Director	2.00	Director	$0	$0	$0
Ramon Pack III	Director	2.00	Director	$0	$0	$0
Mirei Takashima Claremon	Director	2.00	Director	$0	$0	$0
Remco Waller	Director	2.00	Director	$0	$0	$0
John Torres	Director	2.00	Director	$0	$0	$0
Frank Chen	Director	2.00	Director	$0	$0	$0
Jose Puentes-Adame	Director	2.00	Director	$0	$0	$0
Seth Eklund	Executive Director	40.00	Officer	$152,128	$4,307	$156,435
Rene Lopez	Operations Director	40.00	Officer	$129,039	$3,682	$132,721
Dunia PerichAssociate	Executive Director	40.00	Highest	$114,386	$0	$114,386
Roxanna Bartlett	Development Director	40.00	Highest	$126,462	$0	$126,462

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
2025	$5,412,437	$5,183,566	$5,456,921	$228,871
2024	$6,524,164	$5,145,902	$5,197,908	$1,378,262
2023	$4,535,154	$4,312,148	$3,782,070	$223,006
2022	$4,338,707	$4,400,016	$3,574,521	$-61,309
2021	$4,145,866	$3,614,831	$3,639,203	$531,035
2020	$3,316,214	$3,350,163	$3,639,517	$-33,949
2019	$2,991,048	$2,988,153	$3,323,203	$2,895

PF Bresee Foundation