SAN MARCOS HIGH SCHOOL ROYAL PRIDE FOUNDATION (EIN 461787939) - 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

Principal Officer

JULIE DAVIS

Phone

8059662440

Tax Period

2023-07-01 to 2024-06-30

SAN MARCOS HIGH SCHOOL ROYAL PRIDE FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $437K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $495K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE STRATEGIC GUIDANCE AND FUNDING FOR PROJECTS THAT WILL SUPPORT ALL STUDENTS AND FURTHER DRIVE SAN MARCOS HIGH SCHOOL TO EXCELLENCE IN ACADEMICS, EXTRACURRICULAR PURSUITS, AND FACILITIES.

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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 $437,044

Program Service Revenue $0

Investment Income $594

Other Revenue $-1,090

TOTAL REVENUE $436,548

Expense Breakdown

Grants Paid $449,020

Salaries & Benefits $28,802

Fundraising Expenses $20,391

Program Expenses $455,817

Other Expenses $17,292

TOTAL EXPENSES $495,114

Year-over-Year Comparison

	2023	2022	Change
Revenue	$436,548	$514,578	-0.2%
Expenses	$495,114	$207,496	+1.4%
Net Income	$-58,566	$307,082	-1.2%

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

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
JULIE DAVIS STRAND	PRESIDENT	4.00	Officer Director	$0	$0	$0
SARAH MILLS	TREASURER	3.00	Officer Director	$0	$0	$0
STACEY FELL	SECRETARY	3.00	Officer Director	$0	$0	$0
GARRETT HEADLEY	DIRECTOR	3.25	Director	$0	$0	$0
PEGGY REAGAN	DIRECTOR	3.00	Director	$0	$0	$0
EMILY GARCIA	DIRECTOR	3.00	Director	$0	$0	$0
URIAH VENEGAS	DIRECTOR	3.00	Director	$0	$0	$0
KRISTI NEWTON	DIRECTOR	3.00	Director	$0	$0	$0
TERI GREEN	DIRECTOR	3.00	Director	$0	$0	$0
BETSY MEAGHER	DIRECTOR	3.00	Director	$0	$0	$0
FRANN WAGENECK	DIRECTOR	3.00	Director	$0	$0	$0
LARA SIMPSON-JONES	DIRECTOR	3.00	Director	$0	$0	$0
MARK GONZALES	DIRECTOR	3.00	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	$436,548	$495,114	$438,027	$-58,566
2023	$514,578	$207,496	$525,637	$307,082
2022	$255,981	$131,487	$189,511	$124,494
2021	$152,127	$157,878	$91,697	$-5,751
2020	$184,103	$153,257	$80,968	$30,846
2019	$194,596	$244,849	$40,309	$-50,253
2018	$433,757	$402,998	$91,441	$30,759

SAN MARCOS HIGH SCHOOL ROYAL PRIDE FOUNDATION