SAN JOSE EPISCOPAL DAY SCHOOL FOUNDATION INC (EIN 237230023) - 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

1973

Legal Domicile

Principal Officer

BRIAN LOGULLO

Phone

9047330352

Tax Period

2022-01-01 to 2022-12-31

SAN JOSE EPISCOPAL DAY SCHOOL FOUNDATION INC, founded in 1973, is a micro nonprofit that reported $36 in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $321 exceeded revenue, resulting in a 792% operating deficit.

Mission

THE SAN JOSE EPISCOPAL DAY SCHOOL FOUNDATION WAS ESTABLISHED TO SUPPORT, ENHANCE AND CONTINUE THE RELIGIOUS, CHARITABLE AND EDUCATIONAL ACTIVITIES OF SAN JOSE EPISCOPAL DAY SCHOOL AND TO SUPPORT IT NOT ONLY IN THE INTERNAL AFFAIRS OF THE PARISH AND SCHOOL AT LARGE, BUT ALSO IN CHRISTIAN AND CHARITABLE ACTIVITIES IN THE COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $36

Other Revenue $0

TOTAL REVENUE $36

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $321

TOTAL EXPENSES $321

Year-over-Year Comparison

	2022	2021	Change
Revenue	$36	$33	+0.1%
Expenses	$321	$996	-0.7%
Net Income	$-285	$-963	-0.7%

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	Role	Reportable Comp	Other Comp	Total
ALLISON LUKER	TRUSTEE	Director	$0	$0	$0
STEPH BRITT	TRUSTEE	Director	$0	$0	$0
GRAY HODSON	TRUSTEE	Director	$0	$0	$0
KRISTIE BLISS	TRUSTEE	Director	$0	$0	$0
ROB JOHNSON	TRUSTEE	Director	$0	$0	$0
BARBARA MORRISON	TRUSTEE	Director	$0	$0	$0
EMILY ROTTMANN	TRUSTEE	Director	$0	$0	$0
MELISSA SPEDIACCI	TRUSTEE	Director	$0	$0	$0
BRIAN LOGULLO	PRESIDENT	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
2022	$36	$321	$170,422	$-285
2021	$33	$996	$170,758	$-963
2020	$-682	$996	$171,756	$-1,678
2019	$135	$996	$172,699	$-861
2018	$98	$326	$173,547	$-228

SAN JOSE EPISCOPAL DAY SCHOOL FOUNDATION INC