SAN BRUNO EDUCATION FOUNDATION (EIN 201051818) - 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

2004

Legal Domicile

Principal Officer

HEATHER LATTA

Phone

4155967704

Tax Period

2023-07-01 to 2024-06-30

SAN BRUNO EDUCATION FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $413K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

TO PROMOTE AND SUPPORT EDUCATION IN SCHOOLS FROM PRESCHOOL THROUGH GRADE EIGHT IN SAN BRUNO, CA

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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 $409,555

Program Service Revenue $0

Investment Income $4,574

Other Revenue $-1,343

TOTAL REVENUE $412,786

Expense Breakdown

Grants Paid $254,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $395,503

Other Expenses $154,930

TOTAL EXPENSES $408,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$412,786	$322,588	+0.3%
Expenses	$408,930	$469,274	-0.1%
Net Income	$3,856	$-146,686	-1.0%

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

N/A

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
HEATHER LATTA	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALEXIS PETRU	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANNIE YOSHIYAMA	TREASURER	5.00	Officer Director	$0	$0	$0
KINGSLEY MA	SECRETARY	5.00	Officer Director	$0	$0	$0
AMANDO BALBUENA	BOARD MEMBER	5.00	Director	$0	$0	$0
SCOTT CURTNER	BOARD MEMBER	5.00	Director	$0	$0	$0
MAKIKO SATO	BOARD MEMBER	5.00	Director	$0	$0	$0
STEVEN ROSE	BOARD MEMBER	5.00	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	$412,786	$408,930	$337,638	$3,856
2023	$322,588	$469,274	$333,782	$-146,686
2022	$400,770	$245,049	$480,468	$155,721
2021	$56,513	$343,435	$324,747	$-286,922
2019	$243,819	$185,877	$341,910	$57,942
2018	$623,082	$550,691	$283,967	$72,391

SAN BRUNO EDUCATION FOUNDATION