Bird Rock Foundation Inc (EIN 330103180) - 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

1985

Legal Domicile

Phone

8584549801

Tax Period

2024-07-01 to 2025-06-30

Bird Rock Foundation Inc, founded in 1985, is a small nonprofit in the Education sector that reported $388K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $202K, a strong 52% operating margin.

Mission

The organization provides instruction to over 300 children at Bird Rock Elementary School by funding educational programs in Art, computer, physical education and music through the san diego unified school district.

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,714

Program Service Revenue $0

Investment Income $47,202

Other Revenue $321,032

TOTAL REVENUE $387,948

Expense Breakdown

Grants Paid $173,192

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,192

Other Expenses $12,939

TOTAL EXPENSES $186,131

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,948	$409,770	-0.1%
Expenses	$186,131	$277,839	-0.3%
Net Income	$201,817	$131,931	+0.5%

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

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
Amy Lloyd	Co-President	8.00	Officer	$0	$0	$0
Mayra Roeder	Vice President	0.00	Officer	$0	$0	$0
Lillian Merenoff	Secretary	0.00	Officer	$0	$0	$0
Jennifer Ridley	Vice President	0.00	Officer	$0	$0	$0
Ben Smith	Co-President	8.00	Officer	$0	$0	$0
Zahiah Gueddar	Vice President	0.00	Officer	$0	$0	$0
Sarah Austin	Vice President	0.00	Officer	$0	$0	$0
Valerie Skober	Vice President	0.00	Officer	$0	$0	$0
Mariko Uyeda Dotts	CFO	0.00	Officer	$0	$0	$0
Niki Christian	Vice President	0.00	Officer	$0	$0	$0
Alyssa Berardi	Vice President	0.00	Officer	$0	$0	$0
Caroline Lowenthal	Vice President	0.00	Officer	$0	$0	$0
Mollie McDonald	Vice President	0.00	Officer	$0	$0	$0
Megan Young	Treasurer	0.00	Officer	$0	$0	$0
Elaine Jordan	Vice President	0.00	Officer	$0	$0	$0
Brent Bailey	Asst Treasurer	0.00	Officer	$0	$0	$0
Joe Fuchs	Auditor	0.00	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	$387,948	$186,131	$1,261,813	$201,817
2024	$409,770	$277,839	$1,073,883	$131,931
2023	$382,029	$177,905	$937,266	$204,124
2022	$280,456	$167,444	$731,566	$113,012
2021	$62,680	$33,536	$617,104	$29,144
2020	$354,504	$426,334	$618,464	$-71,830
2019	$494,803	$588,226	$690,289	$-93,423

Bird Rock Foundation Inc