NEWPORT HARBOR EDUCATIONAL FOUNDATION C/O EMILY EVANS (EIN 330676878) - 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

1995

Legal Domicile

Principal Officer

MELISSA O'BRIEN

Phone

9496461556

Tax Period

2023-07-01 to 2024-06-30

NEWPORT HARBOR EDUCATIONAL FOUNDATION C/O EMILY EVANS, founded in 1995, is a small nonprofit in the Education sector that reported $901K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

PUBLIC BENEFIT CORPORATION LAW. THE PUBLIC PURPOSE IS TO RAISE FUNDS THROUGH PUBLIC DONATIONS FOR THE BENEFIT OF ANY EDUCATIONAL AND ENRICHMENT USE AT NEWPORT HARBOR HIGH SCHOOL AND ENSIGN INTERMEDIATE SCHOOL, BOTH OF WHICH ARE PUBLIC SCHOOLS.

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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 $559,477

Program Service Revenue $0

Investment Income $12,013

Other Revenue $329,746

TOTAL REVENUE $901,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,894

Fundraising Expenses $97,297

Program Expenses $832,834

Other Expenses $889,347

TOTAL EXPENSES $984,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$901,236	$960,031	-0.1%
Expenses	$984,241	$961,151	+0.0%
Net Income	$-83,005	$-1,120	+73.1%

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

300

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
DANIELLE VON DE AHE	MAJOR DONOR	1.00	Director	$0	$0	$0
TYLER APPELDORN	ANCHORS AWEI	1.00	Director	$0	$0	$0
CRAIG ATKINS	DONOR COMMIT	1.00	Director	$0	$0	$0
CHRISTINE AVILA	COMMUNITY SA	1.00	Director	$0	$0	$0
DENA BARON	BENEFIT CO-C	3.00	Director	$0	$0	$0
KERI BARTLETT	FINANCE COMM	1.00	Director	$0	$0	$0
MORGAN BARTZ	GRANDPARENTS	1.00	Director	$0	$0	$0
BECKY BETHELL	ENSIGN FUND	1.00	Director	$0	$0	$0
LISA CASEY	ANCHOR DOWN	1.00	Director	$0	$0	$0
TARA D'AMBROSIA	ANCHOR DOWN	1.00	Director	$0	$0	$0
ERIKA FIORE	ANCHOR DOWN	2.00	Director	$0	$0	$0
GEORGINA FORBATH	ANNUAL CAMPA	1.00	Director	$0	$0	$0
BRIDGET GAFFNEY	BENEFIT & AU	1.00	Director	$0	$0	$0
RICARDO GONZALEZ	CO-PRESIDNET	2.00	Director	$0	$0	$0
CHRISTIN GURKA	ANNUAL CAMPA	1.00	Director	$0	$0	$0
MELINDA HARLAN	FRESHMAN FAM	1.00	Director	$0	$0	$0
SUZANNE HENDERSON	BENEFIT	1.00	Director	$0	$0	$0
JILL HUNT	BENEFIT	1.00	Director	$0	$0	$0
JODIE MCCOLLUM	HOME TOUR	1.00	Director	$0	$0	$0
KATE MOLOUF	MAJOR DONOR/	2.00	Director	$0	$0	$0
KATE NICHOLS	HOME TOUR	1.00	Director	$0	$0	$0
COURTNEY NORTON	ANCHOR DOWN	1.00	Director	$0	$0	$0
MELISSA O'BRIEN	TREASURER	1.00	Director	$0	$0	$0
RORY O'NEIL	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIK OLSEN	HOME TOUR	1.00	Director	$0	$0	$0
TYLER PARKS	CO-PRESIDENT	2.00	Director	$0	$0	$0
ALLISON PENCE	BENEFIT	1.00	Director	$0	$0	$0
STACY PERRAUD	BENEFIT	1.00	Director	$0	$0	$0
NOELLE PERRIN	CO-CHAIR ANC	2.00	Director	$0	$0	$0
JAIME PEYKOFF	BENEFIT	1.00	Director	$0	$0	$0
JENNA POPPY	BENEFIT & AU	1.00	Director	$0	$0	$0
KIRSTIN PRICE	PTA PRESIDEN	1.00	Director	$0	$0	$0
TORI RIMLINGER	BENEFIT COMM	2.00	Director	$0	$0	$0
TORI RIMLINGER	BENEFIT & AU	1.00	Director	$0	$0	$0
JEANIE ROBINSON	BENEFIT	1.00	Director	$0	$0	$0
HEATHER SCHECK	COMMITTEE	1.00	Director	$0	$0	$0
DANIELLE SLUTZKY	HOME TOUR	2.00	Director	$0	$0	$0
JOE STACK	ENSIGN TREAS	1.00	Director	$0	$0	$0
ALEECE DE VENGOECHE	BENEFIT & AU	1.00	Director	$0	$0	$0
DEENA WARMINGTON	MAJOR DONOR	1.00	Director	$0	$0	$0
ROBIN WEST	ENSIGN CO-PR	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	No data	No data	No data	No data
2024	$901,236	$984,241	$861,087	$-83,005
2023	$960,031	$961,151	$945,028	$-1,120
2022	$996,177	$790,739	$934,606	$205,438
2021	$885,158	$952,627	$729,168	$-67,469
2020	$1,069,020	$1,124,727	$742,437	$-55,707
2019	$1,187,178	$1,184,700	$822,867	$2,478
2018	$1,125,085	$1,172,980	$795,666	$-47,895

NEWPORT HARBOR EDUCATIONAL FOUNDATION C/O EMILY EVANS