LCFEF SUMMER SCHOOL (EIN 455474501) - 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

2012

Legal Domicile

Phone

8189524268

Tax Period

2022-07-01 to 2023-06-30

LCFEF SUMMER SCHOOL, founded in 2012, is a small nonprofit in the Education sector that reported $333K in total revenue in fiscal year 2022. Expenses of $292K left a modest 12% surplus.

Mission

THE PRIMARY PURPOSE OF THE LCFEF SUMMER SCHOOL IS TO PROVIDE A HIGH QUALITY, RIGOROUS 9-12 SELECTION OF COURSE OFFERINGS TO ALLOW STUDENTS TO BOTH IMPROVE THEIR ACADEMIC STANDING (REMEDIAL STUDENTS) AS WELL AS ALLOWING OTHER STUDENTS TO ACCELERATE AND ENHANCE THEIR ACADEMIC PROGRAM. A SECONDARY PURPOSE OF THE LCFEF SUMMER SCHOOL IS TO CONTRIBUTE ANY NET INCOME FROM THE SUMMER SCHOOL PROGRAM TO THE LA CANADA UNIFIED SCHOOL DISTRICT TO HELP FURTHER THE EDUCATIONAL PROGRAMS FOR ALL LA CANADA STUDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $332,942

Investment Income $0

Other Revenue $0

TOTAL REVENUE $332,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,891

Fundraising Expenses $0

Program Expenses $292,218

Other Expenses $53,327

TOTAL EXPENSES $292,218

Year-over-Year Comparison

	2022	2021	Change
Revenue	$332,942	$336,630	0.0%
Expenses	$292,218	$308,385	-0.1%
Net Income	$40,724	$28,245	+0.4%

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

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
JINNY DALBECK	President	1.00	Officer Director	$0	$0	$0
BARRY REED	Vice President	1.00	Officer Director	$0	$0	$0
WELBY LAI	Treasurer	1.00	Officer Director	$0	$0	$0
TODD ANDREWS	Secretary	1.00	Officer Director	$0	$0	$0
CHRISTIE CLARKSON	Director	1.00	Director	$0	$0	$0
JOANN MERRICK	Director	1.00	Director	$0	$0	$0
SHEILA DUNBAR	Director	1.00	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	No data	No data	No data	No data
2023	$332,942	$292,218	$347,822	$40,724
2022	$336,630	$308,385	$632,829	$28,245
2021	$296,683	$291,742	$581,863	$4,941
2020	$269,935	$275,101	$502,993	$-5,166
2019	$217,808	$255,475	$461,965	$-37,667
2018	$270,218	$246,036	$410,743	$24,182

LCFEF SUMMER SCHOOL