COYOTE CREEK LEARNING FUND

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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

2012

Legal Domicile

Principal Officer

Christina Valle-Smith

Phone

9257351183

Tax Period

2023-07-01 to 2024-06-30

COYOTE CREEK LEARNING FUND, founded in 2012, is a small nonprofit that reported $302K in total revenue in fiscal year 2023. The organization ran a surplus of $78K, a strong 26% operating margin.

Mission

Coyote Creek Learning Fund, an affiliate of the San Ramon Valley Education Foundation, is a nonprofit organization dedicated to raising funds to help maintain and enhance the quality of education at Coyote Creek Elementary School ("School") through the collaboration of parents, educators, the School's Site Council, and the community.

Program Service Accomplishments

Program 1

Expenses: $215,755

The primary purpose of the Learning Fund shall be to operate for theenhancement of education and the environment at Coyote Creek Elementary School through collection and distribution of its funds. To carry out its primary purpose, the Learning Fund shall:A. Provide a continuing organization, outside the School, which will work to find educational opportunities.B. Work in conjunction with the School's Principal and Site Council to determine the most effective use of the Learning Fund's funds.C. Accept donations, solicit and raise money for the foregoing purposes. The Learning Fund will provide interested persons with an opportunity to make tax deductible bequests, memorial contributions and other gifts to support the School.

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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 $256,134

Program Service Revenue $0

Investment Income $2,085

Other Revenue $44,182

TOTAL REVENUE $302,401

Expense Breakdown

Grants Paid $210,047

Salaries & Benefits $0

Fundraising Expenses $2,290

Program Expenses $215,755

Other Expenses $14,720

TOTAL EXPENSES $224,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,401	$283,282	+0.1%
Expenses	$224,767	$205,079	+0.1%
Net Income	$77,634	$78,203	0.0%

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
Christina Valle-Smith	President	10.00	Officer Director	$0	$0	$0
Elise Tran	Secretary	5.00	Officer Director	$0	$0	$0
Maria Adriano	Treasurer	3.00	Officer Director	$0	$0	$0
Kelly Tong	Vice President	2.00	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
2025	No data	No data	No data	No data
2024	$302,401	$224,767	$488,498	$77,634
2023	$283,282	$205,079	$394,086	$78,203
2022	$357,296	$223,015	$315,762	$134,281
2021	$232,189	$274,950	$181,281	$-42,761
2020	$414,193	$336,314	$224,042	$77,879
2019	$374,725	$393,346	$146,163	$-18,621