San Gabriel Valley Educational Foundation (EIN 954023144) - 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

1986

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

San Gabriel Valley Educational Foundation, founded in 1986, is a micro nonprofit in the Education sector that reported $33K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $99K exceeded revenue, resulting in a 198% operating deficit.

Mission

Provding funding to support educational and enrichment programming at all eight schools in the San Gabriel Unfied School District.

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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 $29,064

Program Service Revenue $3,066

Investment Income $1,095

Other Revenue $0

TOTAL REVENUE $33,225

Expense Breakdown

Grants Paid $1,368

Salaries & Benefits $71,510

Fundraising Expenses $1,105

Program Expenses $9,744

Other Expenses $26,004

TOTAL EXPENSES $98,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,225	$87,692	-0.6%
Expenses	$98,882	$102,080	0.0%
Net Income	$-65,657	$-14,388	+3.6%

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

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	Role	Reportable Comp	Other Comp	Total
Rosiris Paniagua	Vice President	Director	$0	$0	$0
Paul Kwo	President	Director	$0	$0	$0
Kacie Bauzon	Board Member	Director	$0	$0	$0
Robert Bringas Jr	Secretary	Director	$0	$0	$0
Kim Hua	Board member	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	$33,225	$98,882	$254,263	$-65,657
2023	$87,692	$102,080	$319,920	$-14,388
2022	$88,191	$105,519	$300,558	$-17,328
2021	$113,570	$71,843	$337,886	$41,727
2020	$60,245	$251,961	$282,409	$-191,716
2018	$337,056	$284,297	$427,301	$52,759

San Gabriel Valley Educational Foundation