SOLANA BEACH SCHOOLS FOUNDATION (EIN 330206854) - 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

1986

Legal Domicile

Principal Officer

Valerie Charat

Phone

8587947180

Tax Period

2024-07-01 to 2025-06-30

SOLANA BEACH SCHOOLS FOUNDATION, founded in 1986, is a small nonprofit that reported $945K in total revenue in fiscal year 2024. Expenses of $890K left a modest 6% surplus.

Mission

TO NURTURE CURIOUS MINDS, BUILD COMMUNITY, AND ENSURE EVERY STUDENTS ENRICHED LEARNING JOURNEY BY PROVIDING ESSENTIAL FUNDING.

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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 $845,403

Program Service Revenue $0

Investment Income $19,053

Other Revenue $80,892

TOTAL REVENUE $945,348

Expense Breakdown

Grants Paid $712,672

Salaries & Benefits $81,683

Fundraising Expenses $0

Program Expenses $712,672

Other Expenses $96,075

TOTAL EXPENSES $890,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$945,348	$914,275	+0.0%
Expenses	$890,430	$917,768	0.0%
Net Income	$54,918	$-3,493	-16.7%

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

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

$41,892

Total Directors

$41,892

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie Charat	Executive Dir.	20.00	Officer Director	$41,892	$0	$41,892
Paige Sawyer Shum	President	2.00	Officer Director	$0	$0	$0
Lauren Olen	CFO	2.00	Officer Director	$0	$0	$0
Nicole Schone	VP Marketing	2.00	Officer Director	$0	$0	$0
Wei Chen	VP School Site	2.00	Officer Director	$0	$0	$0
Ashley Hirano	Secretary	2.00	Officer Director	$0	$0	$0
Anndrea Jordan	VP Bus Partner	2.00	Officer Director	$0	$0	$0
Victoria Ho	GovernanceChair	2.00	Officer Director	$0	$0	$0
Kathleen Coughlan	SV Co-Site Pres	2.00	Director	$0	$0	$0
Kimeya Johansen	SV Co-Site Pres	1.00	Director	$0	$0	$0
Kristen Brandley	SV Co-Site Pres	1.00	Director	$0	$0	$0
Caroline Smith	Sky CoSite Pres	1.00	Director	$0	$0	$0
Haley Johnson	Sky CoSite Pres	1.00	Director	$0	$0	$0
Kate Afshar	SSF CoSite PRes	1.00	Director	$0	$0	$0
Rachael Vonder Reith	CC Co-Site Pres	1.00	Director	$0	$0	$0
Christina Spring Lance	CC Co-Site Pres	1.00	Director	$0	$0	$0
Liz Kubiak	CC PTO Pres	1.00	Director	$0	$0	$0
Catherine Lowe	SH Co-Site Pres	1.00	Director	$0	$0	$0
Taylor Watanabe	SH Co-Site Pres	1.00	Director	$0	$0	$0
Akash Sharma	SH Co-Site Pres	1.00	Director	$0	$0	$0
Faryl Kander	SP Co-Site Pres	1.00	Director	$0	$0	$0
Robert Jacobs	SP Co-Sote Pres	1.00	Director	$0	$0	$0
Tanya Koshy	SP Co-Site Pres	1.00	Director	$0	$0	$0
Caryn McCall	SP Co-PTO Pres	1.00	Director	$0	$0	$0
Caryn Neugroschl	SP Co-PTO Pres	1.00	Director	$0	$0	$0
Lynnette Jaiswal	SP Co-PTO Pres	1.00	Director	$0	$0	$0
Iris Whelan	SP Co-PTO Pres	1.00	Director	$0	$0	$0
Chenhui Fan	SR Site Pres	1.00	Director	$0	$0	$0
Lauren Adams	Member-at-Large	1.00	Director	$0	$0	$0
Shannon Carlson	Member-at-Large	1.00	Director	$0	$0	$0
Mark Kowieski	Member-at-Large	1.00	Director	$0	$0	$0
Tingting Liu	Member-at-Large	1.00	Director	$0	$0	$0
Alia Ludwig	Member-at-Large	1.00	Director	$0	$0	$0
Marie Turingan-Boily	Member-at-Large	1.00	Director	$0	$0	$0
Frank Whelan	Member-at-Large	1.00	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
2025	$945,348	$890,430	$616,812	$54,918
2024	No data	No data	No data	No data
2023	$895,379	$945,480	$536,339	$-50,101
2022	$705,431	$675,017	$607,902	$30,414
2021	$589,189	$536,549	$615,916	$52,640
2021	$589,189	$536,549	$615,916	$52,640
2020	$912,976	$852,314	$556,505	$60,662
2019	$837,951	$856,042	$507,057	$-18,091
2018	$1,023,373	$998,674	$655,978	$24,699

SOLANA BEACH SCHOOLS FOUNDATION