SAN DIEGUITO ACADEMY FOUNDATION (EIN 330629427) - 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

1994

Legal Domicile

Principal Officer

JOHN CORCORAN

Tax Period

2023-07-01 to 2024-06-30

SAN DIEGUITO ACADEMY FOUNDATION, founded in 1994, is a small nonprofit in the Education sector that reported $914K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $818K left a modest 10% surplus.

Mission

THE SPECIFIC PURPOSE OF THIS ORGANIZATION IS THE RAISING AND EXPENDITURE OF FUNDS TO PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATIONAL PROGRAMMING AT SAN DIEGUITO HIGH SCHOOL ACADEMY

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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 (2023)

Revenue Breakdown

Contributions & Grants $216,759

Program Service Revenue $613,977

Investment Income $12,014

Other Revenue $71,149

TOTAL REVENUE $913,899

Expense Breakdown

Grants Paid $118,984

Salaries & Benefits $118,491

Fundraising Expenses $16,519

Program Expenses $667,186

Other Expenses $580,975

TOTAL EXPENSES $818,450

Year-over-Year Comparison

	2023	2022	Change
Revenue	$913,899	$845,916	+0.1%
Expenses	$818,450	$783,358	+0.0%
Net Income	$95,449	$62,558	+0.5%

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

500

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

$46,667

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH GIVENS	EXECUTIVE DIRECTOR	40.00	Key Emp	$46,667	$0	$46,667
DEDE WATSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY URBANIC	DIRECTOR	2.00	Director	$0	$0	$0
CHANDRA PERRY	DIRECTOR	2.00	Director	$0	$0	$0
EUGENIA WELCH	DIRECTOR	1.00	Director	$0	$0	$0
STACEY KARTAGENER	DIRECTOR	2.00	Director	$0	$0	$0
SARAH BECKER	DIRECTOR	1.00	Director	$0	$0	$0
TARA CURLEY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN HOWERTON	DIRECTOR	1.00	Director	$0	$0	$0
KATE KOUSSER	DIRECTOR	5.00	Director	$0	$0	$0
JOHN CORCORAN	PRESIDENT	3.00	Officer	$0	$0	$0
KATE KOUSSER	PRESIDENT	3.00	Officer	$0	$0	$0
JOLENE ALLDREDGE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ANDY BERGEN	CHIEF FINANCIAL OFFICER	3.00	Officer	$0	$0	$0
LESLIE REEVES	SECRETARY	2.00	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	No data	No data	No data	No data
2024	$913,899	$818,450	$958,363	$95,449
2023	$845,916	$783,358	$860,375	$62,558
2022	$875,533	$737,576	$795,015	$137,957
2021	$400,920	$330,778	$657,869	$70,142
2020	$621,505	$598,095	$598,388	$23,410
2019	$832,828	$721,964	$556,438	$110,864

SAN DIEGUITO ACADEMY FOUNDATION