Rancho Bernardo High School Foundation (EIN 330427423) - 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

1990

Legal Domicile

Phone

8584854800

Tax Period

2024-07-01 to 2025-06-30

Rancho Bernardo High School Foundation, founded in 1990, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.0M left a modest 4% surplus.

Mission

Support education and related activities at public high school

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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 $617,913

Program Service Revenue $279,292

Investment Income $4,774

Other Revenue $148,718

TOTAL REVENUE $1,050,697

Expense Breakdown

Grants Paid $14,924

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,005,951

Other Expenses $993,126

TOTAL EXPENSES $1,008,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,050,697	$891,480	+0.2%
Expenses	$1,008,050	$857,981	+0.2%
Net Income	$42,647	$33,499	+0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kurt Trecker	President	0.87	Officer Director	$0	$0	$0
Jill Trecker	Vice President	0.83	Officer Director	$0	$0	$0
Rhonda Ewald	Secretary	0.63	Officer Director	$0	$0	$0
Denise Davis	Treasurer	5.37	Officer Director	$0	$0	$0
Patty Tokushige	Co-Treasurer	2.10	Officer Director	$0	$0	$0
Marc Lazernik	Member	0.17	Director	$0	$0	$0
Hans Becker	Principal	0.17	Director	$0	$0	$0
Peggy Brose	member	0.21	Director	$0	$0	$0
Dominic Spylios	ASB Director	0.25	Director	$0	$0	$0
Tracy Stowe	Athletic Direct	0.17	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	$1,050,697	$1,008,050	$415,995	$42,647
2024	$891,480	$857,981	$599,294	$33,499
2023	$810,615	$755,992	$922,589	$54,623
2022	$627,419	$553,932	$488,757	$73,487
2021	$241,590	$308,763	$211,703	$-67,173
2020	$575,316	$594,299	$278,912	$-18,983
2019	$759,144	$853,048	$297,896	$-93,904

Rancho Bernardo High School Foundation