MCKINLEY SCHOOL FOUNDATION OF SAN DIEGO (EIN 030564240) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

KATY STRAND

Phone

6192827694

Tax Period

2023-07-01 to 2024-06-30

MCKINLEY SCHOOL FOUNDATION OF SAN DIEGO, founded in 2005, is a small nonprofit in the Education sector that reported $243K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $297K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR MCKINLEY SCHOOL FACILITIES AND FOR ADDITIONAL EDUCATIONAL PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,561

Program Service Revenue $3,011

Investment Income $3,865

Other Revenue $224,856

TOTAL REVENUE $243,293

Expense Breakdown

Grants Paid $276,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $276,000

Other Expenses $21,369

TOTAL EXPENSES $297,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,293	$298,682	-0.2%
Expenses	$297,369	$357,702	-0.2%
Net Income	$-54,076	$-59,020	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JONATHAN CHAN	VOTING MEMBER	1.50	Director	$0	$0	$0
CARLA GROSSINI-CONCHA	VOTING MEMBER	1.50	Director	$0	$0	$0
GRAHAM STRICKLER	VOTING MEMBER	1.50	Director	$0	$0	$0
KRISTIN PAVON	VOTING MEMBER	1.50	Director	$0	$0	$0
KATY STRAND	VOTING MEMBER	1.50	Director	$0	$0	$0
KRIJN VAN DER RAADT	VOTING MEMBER	1.50	Director	$0	$0	$0
BRIDGET MYERS	PRESIDENT	1.50	Officer	$0	$0	$0
YESSICA MARICICH	TREASURER	1.50	Officer	$0	$0	$0
SHANNON TROCHA	SECRETARY	1.50	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	$243,293	$297,369	$140,966	$-54,076
2023	$298,682	$357,702	$195,042	$-59,020
2022	$250,723	$192,128	$254,062	$58,595
2020	$253,198	$198,993	$198,457	$54,205
2019	$237,845	$192,922	$144,252	$44,923
2018	$236,441	$175,618	$99,329	$60,823

MCKINLEY SCHOOL FOUNDATION OF SAN DIEGO