THE CDM 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

1962

Legal Domicile

Phone

9495156000

Tax Period

2024-07-01 to 2025-06-30

THE CDM FOUNDATION, founded in 1962, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $725K in total revenue in fiscal year 2024.

Mission

TEACHER SUPPORT, TECHNOLOGY MAINTENANCE, PHYSICAL PLANT IMPROVEMENTS PROVIDED TO CORONA DEL MAR HIGH SCHOOL (A PUBLIC SCHOOL).

Program Service Accomplishments

Program 1

Expenses: $665,653

TEACHER SUPPORT, TECHNOLOGY MAINTENANCE, PHYSICAL PLANT IMPROVEMENTS PROVIDED TO CORNONA DEL MAR SCHOOL ( A PUBLIC 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 $689,344

Program Service Revenue $0

Investment Income $36,027

Other Revenue $0

TOTAL REVENUE $725,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $665,653

Other Expenses $709,917

TOTAL EXPENSES $709,917

Year-over-Year Comparison

	2024	2023	Change
Revenue	$725,371	$761,715	0.0%
Expenses	$709,917	$855,483	-0.2%
Net Income	$15,454	$-93,768	-1.2%

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

N/A

Volunteers

N/A

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
STEPHANIE BARRYMORE	President	2.00	Officer Director	$0	$0	$0
BRIAN CARLIN	MEMBER	1.00	Director	$0	$0	$0
KIMBERLEY CHAVEZ	MEMBER	1.00	Director	$0	$0	$0
JEFF EDWARDS	CO-CHAIR	2.00	Officer Director	$0	$0	$0
MICHELE ELVANDER	MEMBER	1.00	Director	$0	$0	$0
JODI ESTWICK	MEMBER	1.00	Director	$0	$0	$0
LAURIE FITZGERALD-LETOURNEAU	ENDOWMENT	1.00	Director	$0	$0	$0
AMANDA FOWLER	MEMBER	1.00	Director	$0	$0	$0
CARRIE FRITZ	MEMBER	1.00	Director	$0	$0	$0
EHSAN GHARATAPPEH	MEMBER	1.00	Director	$0	$0	$0
DANI GOLD	MEMBER	1.00	Director	$0	$0	$0
ELISE GOLDBERG	MEMBER	1.00	Director	$0	$0	$0
AMY HYKES	Secretary	2.00	Officer Director	$0	$0	$0
JOHN JENKINS	MEMBER	1.00	Director	$0	$0	$0
ERIC JOHNSON	MEMBER	1.00	Director	$0	$0	$0
SAM KAMEL	MEMBER	1.00	Director	$0	$0	$0
JOHN KIRKOWSKI	MEMBER	1.00	Director	$0	$0	$0
ANNE KITTLESON	MEMBER	1.00	Director	$0	$0	$0
NICOLE MADISON	MEMBER	1.00	Director	$0	$0	$0
JOSEPH MCCARTHY	MEMBER	1.00	Director	$0	$0	$0
BOB PARZICK	MEMBER	1.00	Director	$0	$0	$0
ERIC PAULSEN	CO-CHAIR	2.00	Officer Director	$0	$0	$0
BARRY PORTER	MEMBER	1.00	Director	$0	$0	$0
EVELYN RAMIREZ-SCHULTZ	MEMBER	1.00	Director	$0	$0	$0
ATOSHI SHOREY	MEMBER	1.00	Director	$0	$0	$0
NATHANAEL SINGER	MEMBER	1.00	Director	$0	$0	$0
BOB SMITH	ENDOWMENT	1.00	Director	$0	$0	$0
AMBER SNIDER	MEMBER	1.00	Director	$0	$0	$0
DAN STEFANO	MEMBER	1.00	Director	$0	$0	$0
JOE STEFANO	ENDOWMENT	1.00	Director	$0	$0	$0
GABE STEFFENS	President	2.00	Officer Director	$0	$0	$0
BEN STROM	MEMBER	1.00	Director	$0	$0	$0
JILL TOMAC	MEMBER	1.00	Director	$0	$0	$0
CHRISTY WARD	ENDOWMENT	1.00	Director	$0	$0	$0
BRIAN YUN	Treasurer	2.00	Officer 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	$725,371	$709,917	$230,971	$15,454
2024	No data	No data	No data	No data
2023	$421,155	$491,467	$243,337	$-70,312
2022	$352,141	$352,371	$283,275	$-230
2021	$274,821	$284,783	$283,505	$-9,962
2020	$288,855	$252,160	$293,467	$36,695
2019	$378,147	$307,637	$256,772	$70,510
2018	$338,851	$1,238,318	$186,263	$-899,467
2017	$653,821	$338,491	$1,085,729	$315,330