SAN MIGUEL EDUCATIONAL FUND (EIN 237317485) - 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

M KATHLEEN ERIE

Phone

9707284334

Tax Period

2023-01-01 to 2023-12-31

SAN MIGUEL EDUCATIONAL FUND, founded in 1973, is a small nonprofit that reported $850K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $197K, a strong 23% operating margin.

Mission

PUBLIC RADIO BROADCASTING

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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 $744,202

Program Service Revenue $0

Investment Income $45,086

Other Revenue $60,313

TOTAL REVENUE $849,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $350,934

Fundraising Expenses $124,698

Program Expenses $454,256

Other Expenses $301,586

TOTAL EXPENSES $652,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$849,601	$719,452	+0.2%
Expenses	$652,520	$578,232	+0.1%
Net Income	$197,081	$141,220	+0.4%

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

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
KATHLEEN BONNEAU	DIRECTOR	N/A	Director	$0	$0	$0
M KATHLEEN ERIE	TREASURER	N/A	Officer Director	$0	$0	$0
MARK IZARD	SECRETARY	N/A	Officer Director	$0	$0	$0
MEGHAN KNOWLES	DIRECTOR	N/A	Director	$0	$0	$0
LAURA SHAUNETTE	PRESIDENT	N/A	Officer Director	$0	$0	$0
NORMAN SQUIER	DIRECTOR	N/A	Director	$0	$0	$0
GENE WEIL	VICE PRESIDE	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$849,601	$652,520	$1,974,603	$197,081
2022	$719,452	$578,232	$1,763,823	$141,220
2021	$1,306,299	$562,831	$1,619,750	$743,468
2020	$788,913	$496,384	$926,825	$292,529
2019	$588,995	$557,220	$721,298	$31,775
2018	$501,645	$468,433	$702,304	$33,212

SAN MIGUEL EDUCATIONAL FUND