Escrow Associates of San Gabriel Valley
Nonprofit profile at a glance
- EIN
- 953558649
- IRS 990-EZ coverage
- 2012–2018
- Forms available
- Form 990-EZ 2018
- Location
- Arcadia, CA, USA
- Phone
- 6263395481
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Private Operating Foundations
Reported finances
- Revenue
- $53,158
- Expenses
- $47,470
- Assets
- $38,862
Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- KAI L WU (Vice President)
- VANESSA JAMES (President)
People named in this filing
- TRICIA VAGT (Director)
- MARIO ARTIGA (Secretary)
- LILI SETIOWATI (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide educational seminars and meetings for its members.
What it reported doing in 2018
The organization provides educational meetings and seminars for its members, all of whom work in or with the escrow industry.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 95% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Assets have declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 89
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.3%; rating input score 85
- Program expense ratio: 95.5%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 10.7%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.82; rating input score 42; 42nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.8% per year; rating input score 100; 66th percentile among comparable filings
- Revenue growth: 6% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: -2.2% per year; rating input score 0; 34th percentile among comparable filings
Details
- Where the money goes: 85.3% of revenue deployed · 95.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $45K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2012 to 2018
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.