ENCINITAS EDUCATIONAL 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

1987

Legal Domicile

Principal Officer

Eliane V Trouyet

Phone

7607152164

Tax Period

2024-07-01 to 2025-06-30

ENCINITAS EDUCATIONAL FOUNDATION, founded in 1987, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 11% surplus.

Mission

To partner with our community and raise funds to support and provide resources to the Encinitas Union School District (EUSD) Enrichment Teachers and Programs at all of our Chapters

Program Service Accomplishments

Program 1

Expenses: $717,247 Revenue: $0

Donations to the Nine (9) elementary schools within EUSD (SITE CHAPTERS) plus the additional FOCUS CHAPTERS of Special Education (SPED), MATH 24, and Farm Lab (DREAMS CAMPUS) continue to provide and further educational programs such as Technology, Art, Science, Garden Science and Nutrition, Music, PE, Reading & Math Intervention, Spanish, and other areas deemed needed by the chapters. In addition, these donations provide the resources needed to support programs such as Playground Partners, Fit Kids, SOAR/Buddy Benches, Curriculum Enhancement Materials, Science Lab Equipment and Supplies, Art Studio Supplies and Curriculum, Garden Science Nutrition Kitchen Supplies and Equipment, and many other Teacher/Classroom needs as requested. Each school site/chapter creates fundraising events to support the needs of its site/chapter. The Fall Pledge Drive/Annual Give Campaign, Spring Galas/Auction/Parent Night Outs, Carnivals/Festivals, Pancake Breakfasts, Bowl/Cheer/Jog/Jump/Read a Thons, etc are examples of events at each CHAPTER used to raise donations to support the programs at the CHAPTERS

Program 2

Expenses: $40,982 Revenue: $33,665

EEF runs an after school Concert Band & Strings Program that is tuition based and instructors are paid

Program 3

Expenses: $10,078 Revenue: $0

EEF runs a tuition-free after school choir that we pay a small fee to our choir leads and assistants and Choir Director, plus sell Choir Merchandise

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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 $1,138,888

Program Service Revenue $53,487

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,192,375

Expense Breakdown

Grants Paid $717,246

Salaries & Benefits $0

Fundraising Expenses $236,231

Program Expenses $768,307

Other Expenses $345,905

TOTAL EXPENSES $1,063,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,192,375	$1,082,660	+0.1%
Expenses	$1,063,151	$1,472,674	-0.3%
Net Income	$129,224	$-390,014	-1.3%

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

Employees

N/A

Volunteers

300

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
Emily Andrade	Director	1	Director	$0	$0	$0
Allison Banks	Director	1	Director	$0	$0	$0
Jennifer Moss	Director	1	Director	$0	$0	$0
Cheri Pierce	Director	1	Director	$0	$0	$0
Kavitta Allem	Director	1	Director	$0	$0	$0
Gregory Harris	Director	1	Director	$0	$0	$0
Stephanie Clifford	Director	1	Director	$0	$0	$0
Emily Rose Jullie	Director	1	Director	$0	$0	$0
Elaine V Trouyet	Treasurer	1	Director	$0	$0	$0
Jeff Ladman	President	1	Director	$0	$0	$0
Elizabeth Thompson	Director	1	Director	$0	$0	$0
Amy Illingworth	Director	1	Director	$0	$0	$0
Susan Grant Legacki	Secretary	3	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	$1,192,375	$1,063,151	$1,105,138	$129,224
2024	$1,082,660	$1,472,674	$999,059	$-390,014
2023	$1,127,512	$1,199,252	$1,362,833	$-71,740
2022	$728,178	$562,910	$1,399,738	$165,268
2021	$331,449	$392,248	$1,181,810	$-60,799