TEMECULA EDUCATION FOUNDATION (EIN 432007692) - 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

2003

Legal Domicile

Principal Officer

DONNA SAN MIGUEL

Phone

9516941986

Tax Period

2018-01-01 to 2018-12-31

TEMECULA EDUCATION FOUNDATION, founded in 2003, is a small nonprofit that reported $202K in total revenue in fiscal year 2018. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 31% operating margin.

Mission

SUPPORT EDUCATIONAL PROGRAMS IN THE TEMECULA VALLEY COMMUNITY

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,457

Program Service Revenue $5,515

Investment Income $185

Other Revenue $194,543

TOTAL REVENUE $201,700

Expense Breakdown

Grants Paid $22,221

Salaries & Benefits $90,482

Fundraising Expenses $8,309

Program Expenses $99,023

Other Expenses $26,828

TOTAL EXPENSES $139,531

Year-over-Year Comparison

	2018	2017	Change
Revenue	$201,700	$99,896	+1.0%
Expenses	$139,531	$104,769	+0.3%
Net Income	$62,169	$-4,873	-13.8%

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
DAVID LU	PRESIDENT	10.00	Key Emp	$0	$0	$0
DONNA SAN MIGUEL	TREASURER/SECRETARY	10.00	Key Emp	$0	$0	$0
MORRIS MYERS	VICE PRESIDENT	5.00	Key Emp	$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
2018	$201,700	$139,531	$129,025	$62,169

TEMECULA EDUCATION FOUNDATION