SOLANA BEACH SCHOOLS 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

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.

Program Service Accomplishments

Program 1

Expenses: $664,951

THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF PROVIDING BENEFITS TO THE EDUCATIONAL PROGRAMS AND SERVICES OF THE SOLANA BEACH SCHOOL DISTRICT (THE "DISTRICT"). THE FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAMS PROVIDED TO STUDENTS IN THE DISTRICT. EACH YEAR, THE FOUNDATION PROVIDES THE DISTRICT WITH GRANTS IN ORDER TO MEET THE FOLLOWING OBJECTIVES: 1) FUND, OR PARTIALLY FUND, SALARIES FOR TEACHERS AND INSTRUCTORS DEDICATED TO STREAM, PHYSICAL EDUCATION, AND ENVIRONMENTAL STEWARDSHIP INSTRUCTION. 2) PROVIDE FUNDING FOR MATERIALS, SUPPLIES, AND EQUIPMENT USED IN THE DISTRICTS DISCOVERY LAB AND ENVIRONMENTAL STEWARDSHIP PROGRAMMING.

Program 2

Expenses: $47,721

THE FOUNDATION PROVIDES SUPPORT AND FINANCIAL OVERSIGHT FOR THE PARENT TEACHER ORGANIZATIONS IN THE DISTRICT, WHICH WERE ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EDUCATION OF CHILDREN AT THEIR...

THE FOUNDATION PROVIDES SUPPORT AND FINANCIAL OVERSIGHT FOR THE PARENT TEACHER ORGANIZATIONS IN THE DISTRICT, WHICH WERE ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EDUCATION OF CHILDREN AT THEIR SCHOOL BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, TEACHERS AND THE COMMUNITY.

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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