THE SAN CLEMENTE EDUCATIONAL FOUNDATION (EIN 330894594) - 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

2004

Legal Domicile

Principal Officer

Jason Talley

Phone

9498780441

Tax Period

2023-01-01 to 2023-12-31

THE SAN CLEMENTE EDUCATIONAL FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $368K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO PROVIDE SUPPLEMENTAL FUNDING FOR ACADEMIC PROGRAMS.

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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 $290,171

Program Service Revenue $0

Investment Income $-5,002

Other Revenue $-17,026

TOTAL REVENUE $268,143

Expense Breakdown

Grants Paid $206,442

Salaries & Benefits $0

Fundraising Expenses $7,678

Program Expenses $353,279

Other Expenses $161,453

TOTAL EXPENSES $367,895

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,143	$221,537	+0.2%
Expenses	$367,895	$134,204	+1.7%
Net Income	$-99,752	$87,333	-2.1%

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

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
Jason Talley	Treasurer	1.00	Officer Director	$0	$0	$0
Garry Green	President	1.00	Officer Director	$0	$0	$0
Linda Verraster	Secretary	1.00	Officer Director	$0	$0	$0
Dallas Bellantonio	Director	1.00	Director	$0	$0	$0
Kati Bennett	Director	1.00	Director	$0	$0	$0
Kate Franklin	Director	1.00	Director	$0	$0	$0
Tracy Hallinan	Director	1.00	Director	$0	$0	$0
Julie Hatoff	Director	1.00	Director	$0	$0	$0
Carter Mudge	Director	1.00	Director	$0	$0	$0
Paul Huffman	Director	1.00	Director	$0	$0	$0
Amy Litchfield	Director	1.00	Director	$0	$0	$0
Ewan Morrison	Director	1.00	Director	$0	$0	$0
Tiffany O'Brien	Director	1.00	Director	$0	$0	$0
Dave Proodian	Director	1.00	Director	$0	$0	$0
John Redmond	Director	1.00	Director	$0	$0	$0
Kathleen Sigafoos	Director	1.00	Director	$0	$0	$0
Colin Smith	Director	1.00	Director	$0	$0	$0
Chris Carter	Director	1.00	Director	$0	$0	$0
Tom DeNault	Director	1.00	Director	$0	$0	$0
Randy Griffin	Director	1.00	Director	$0	$0	$0
Kevin Middleton	Director	1.00	Director	$0	$0	$0
Kathleen Schmitt	Director	1.00	Director	$0	$0	$0
Jim Sigafoos	Chairman	1.00	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
2024	No data	No data	No data	No data
2023	$268,143	$367,895	$1,006,497	$-99,752
2022	$221,537	$134,204	$1,038,618	$87,333
2021	$184,658	$49,905	$1,014,662	$134,753
2020	$183,115	$149,356	$879,909	$33,759
2019	$208,227	$90,005	$846,150	$118,222
2018	$197,404	$233,253	$727,928	$-35,849

THE SAN CLEMENTE EDUCATIONAL FOUNDATION