ENCINITAS EDUCATIONAL FOUNDATION (EIN 330178719) - 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

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, Programs, Curriculm, etc at each of our Site Chapters and support our Focus Chapters

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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

ENCINITAS EDUCATIONAL FOUNDATION