THE CDM FOUNDATION

EIN: 330668812 501(c)(3) Philanthropy & Grantmaking

NEWPORT BEACH, CA

Total Revenue
$725,371
Total Expenses
$709,917
Total Assets
$230,971
Net Assets
$230,971
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
CA
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).

🔒

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%)

Sign In — Free (10 views/day)

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
🔒

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

Sign In

Governance

Voting Members
35
Independent Members
31
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
6
$0
Total Directors
35
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE CDM FOUNDATION with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.