SADDLEBACK COLLEGE FOUNDATION (EIN 330390547) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

DR ELLIOT STERN

Phone

9495824479

Tax Period

2024-07-01 to 2025-06-30

SADDLEBACK COLLEGE FOUNDATION, founded in 2003, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 46% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT FOR ACADEMIC, ATHLETIC, AND CULTURAL PROGRAMS OF SADDLEBACK COLLEGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,853,767

Program Service Revenue $97,392

Investment Income $601,021

Other Revenue $-107,706

TOTAL REVENUE $2,444,474

Expense Breakdown

Grants Paid $601,105

Salaries & Benefits $87,290

Fundraising Expenses $93,637

Program Expenses $1,173,169

Other Expenses $637,296

TOTAL EXPENSES $1,325,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,444,474	$1,782,115	+0.4%
Expenses	$1,325,691	$1,300,347	+0.0%
Net Income	$1,118,783	$481,768	+1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$284,027

Total Directors

$284,027

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MCCANN	EXECUTIVE DIRECTOR	2.00	Officer Director	$256,691	$27,336	$284,027
DR ELLIOT STERN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK SCHWARTZ	CHAIR	2.00	Officer Director	$0	$0	$0
M MAHBOOB AKHTER	IMMEDIATE PAST-CHAIR	2.00	Officer Director	$0	$0	$0
ISAIAH HENRY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JIM LEACH	SECRETARY	2.00	Officer Director	$0	$0	$0
ANTHONY FERRY	TREASURER	2.00	Officer Director	$0	$0	$0
DR MORGAN BARROWS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT KITCHER	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MIDDLETON	DIRECTOR	2.00	Director	$0	$0	$0
DR LISA SCHENITZSKI	DIRECTOR	2.00	Director	$0	$0	$0
CARA DAVIDOFF	DIRECTOR	2.00	Director	$0	$0	$0
ERLYNNE BALLO	DIRECTOR	2.00	Director	$0	$0	$0
LISA BARTLETT	DIRECTOR	2.00	Director	$0	$0	$0
BRENDAN O'DONNELL	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIAN SUAZO	DIRECTOR	2.00	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	$2,444,474	$1,325,691	$15,510,778	$1,118,783
2024	$1,782,115	$1,300,347	$13,819,870	$481,768
2023	$1,364,524	$1,019,835	$12,802,778	$344,689
2022	$2,051,430	$1,450,998	$11,734,372	$600,432
2021	$1,601,600	$1,174,795	$12,841,309	$426,805
2020	$1,660,571	$1,677,206	$10,765,591	$-16,635
2019	$1,720,628	$1,497,677	$10,843,040	$222,951
2018	$2,943,999	$1,800,147	$10,797,047	$1,143,852

SADDLEBACK COLLEGE FOUNDATION