SAN FERNANDO VALLEY-CA RETIRED TEACHERS ASSOC SCHOLARSHIP FOUNDA

EIN: 954367055 501(c)(3)

CHATSWORTH, CA

Total Revenue
$513,357
Total Expenses
$315,997
Total Assets
$382,270
Net Assets
$382,270
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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
1992
Legal Domicile
CA
Principal Officer
ELYSE ARTIN
Phone
8183414680
Tax Period
2024-07-01 to 2025-06-30

SAN FERNANDO VALLEY-CA RETIRED TEACHERS ASSOC SCHOLARSHIP FOUNDA, founded in 1992, is a small nonprofit that reported $513K in total revenue in fiscal year 2024. The organization ran a surplus of $197K, a strong 38% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $487,462
Program Service Revenue $0
Investment Income $0
Other Revenue $25,895
TOTAL REVENUE $513,357

Expense Breakdown

Grants Paid $308,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $315,997
Other Expenses $7,997
TOTAL EXPENSES $315,997

Year-over-Year Comparison

2024 2023 Change
Revenue $513,357 N/A N/A
Expenses $315,997 N/A N/A
Net Income $197,360 N/A N/A
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELYSE ARTIN CEO 1.00
Officer
$0 $0 $0
EILEEN BANTA Secretary 1.00
Officer
$0 $0 $0
ADRIENNE BRODSKY CFO 1.00
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
2025 $513,357 $315,997 $382,270 $197,360
2020 $323,566 $302,895 $92,668 $20,671
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