SAE Services Inc - California Delta Building Association (EIN 956059239) - 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

1929

Legal Domicile

Principal Officer

James Stanfill

Phone

3102085474

Tax Period

2023-07-01 to 2024-06-30

SAE Services Inc - California Delta Building Association, founded in 1929, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. The organization ran a surplus of $41K, a strong 16% operating margin.

Mission

Holding title to local chapter of a national college fraternity providing room and board for members only.

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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 $217,350

Program Service Revenue $0

Investment Income $40,249

Other Revenue $0

TOTAL REVENUE $257,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,303

Fundraising Expenses $0

Program Expenses $199,483

Other Expenses $199,483

TOTAL EXPENSES $216,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,599	$240,720	+0.1%
Expenses	$216,786	$263,437	-0.2%
Net Income	$40,813	$-22,717	-2.8%

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

N/A

Employees

N/A

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

$17,303

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Stanfill	President	2.00	Officer	$0	$0	$0
Jeff Wimbish	Treasurer	2.00	Officer	$17,303	$0	$17,303
Robert McKenna	Secretary	2.00	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	No data	No data	No data	No data
2024	$257,599	$216,786	$2,112,529	$40,813
2023	$240,720	$263,437	$1,817,141	$-22,717
2022	$255,582	$179,035	$1,684,999	$76,547
2021	$270,224	$150,478	$1,737,439	$119,746

SAE Services Inc - California Delta Building Association