VOLUNTEER GUILD ANAHEIM (EIN 956067601) - 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

1959

Legal Domicile

Principal Officer

PAT BLUMBERG

Phone

7149995128

Tax Period

2018-07-01 to 2019-06-30

VOLUNTEER GUILD ANAHEIM, founded in 1959, is a micro nonprofit that reported $20K in total revenue in fiscal year 2018. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $128K exceeded revenue, resulting in a 528% operating deficit.

Mission

THE PURPOSE OF THIS ORGANIZATION SHALL BE TO THE COMMUNITY BY FURTHERING THE BEST INTEREST OF THE ANAHEIM MEMORIAL CENTER AND ASSISTING IN THE PROMOTION OF ITS ACTIVITIES

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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 (2018)

Revenue Breakdown

Contributions & Grants $795

Program Service Revenue $0

Investment Income $2

Other Revenue $19,618

TOTAL REVENUE $20,415

Expense Breakdown

Grants Paid $120,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,497

Other Expenses $7,651

TOTAL EXPENSES $128,151

Year-over-Year Comparison

	2018	2017	Change
Revenue	$20,415	$17,769	+0.1%
Expenses	$128,151	$51,771	+1.5%
Net Income	$-107,736	$-34,002	+2.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BLUMBERG	1ST/2ND V P	N/A	Officer	$0	$0	$0
MAUREEN UDELF	PRESIDENT	N/A	Officer	$0	$0	$0
JESSICA COHEN	RECORDING SE	N/A	Officer	$0	$0	$0
CONNIE BRINKER	3RD VICE PRE	N/A	Officer	$0	$0	$0
LOREEN PENNINGTON	CORRESPONDIN	N/A	Officer	$0	$0	$0
MARILYN GENTZ	TREASURER	N/A	Officer	$0	$0	$0
PAT OLSON	GIFT SHOP CH	N/A	Officer	$0	$0	$0
RUDY MCDOWELL	HISTORIAN PH	N/A	Officer	$0	$0	$0
EILEEN GRABOWSKI	PARLIAMENTAR	N/A	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
2019	$20,415	$128,151	No data	$-107,736

VOLUNTEER GUILD ANAHEIM