TURTLEBACK EDUCATION FOUNDATION

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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

2009

Legal Domicile

Phone

8586735514

Tax Period

2023-07-01 to 2024-06-30

TURTLEBACK EDUCATION FOUNDATION, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $90K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $77K left a modest 14% surplus.

Mission

The mission of the Foundation is to develop well-rounded students who love learning, demonstrate character, and build community

Program Service Accomplishments

Program 1

Expenses: $46,708 Revenue: $22,460

The mission of Turtleback Education Foundation (TEF) is to develop well-rounded students who love learning, demonstrate character, and build community. Like many other districts, the Poway Unified...

The mission of Turtleback Education Foundation (TEF) is to develop well-rounded students who love learning, demonstrate character, and build community. Like many other districts, the Poway Unified School District has experienced significant reductions from the State of California. The TEF is working tirelessly to raise funds to offset the cutoffs in order to preserve the core education at Turtleback Elementary School and leverage teacher time with students. Some of these fundraising activities are: Annual pledge drive, Spell-A-Thon, Fun Run, Green Team Recycling Program, Family Dine Out Nights.

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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 $14,538

Program Service Revenue $22,460

Investment Income $0

Other Revenue $53,109

TOTAL REVENUE $90,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $832

Program Expenses $46,708

Other Expenses $77,439

TOTAL EXPENSES $77,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,107	$116,105	-0.2%
Expenses	$77,439	$98,954	-0.2%
Net Income	$12,668	$17,151	-0.3%

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

N/A

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
ARCHANA BALASUBRAMANIAN	President	Officer	$0	$0	$0
RACHEL HENRY	Treasurer	Officer	$0	$0	$0
FERNANDO BRIZUELA	Vice President	Officer	$0	$0	$0
SABRINA KASTRUP	COMM CHAIR	Officer	$0	$0	$0
FELICIA YERKS	COMM CHAIR	Officer	$0	$0	$0
LUCIANA PEREYRA	Vice President	Officer	$0	$0	$0
CYNTHIA DRAPIZA	Secretary	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
2024	$90,107	$77,439	$207,061	$12,668
2023	$116,105	$98,954	$193,892	$17,151
2022	$91,043	$51,322	$176,742	$39,721
2021	$59,106	$42,037	$137,021	$17,069
2020	$124,856	$110,151	$119,952	$14,705
2019	$145,406	$112,309	$105,247	$33,097
2018	$125,376	$112,739	$72,150	$12,637