POMONA UNIFIED PARTNERS IN LEARNIN… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

RENEE GRAVES

Phone

9094699408

Tax Period

2017-07-01 to 2018-06-30

POMONA UNIFIED PARTNERS IN LEARNING FOUNDATION, founded in 2013, is a micro nonprofit that reported $12 in total revenue in fiscal year 2017. Expenses of $4K exceeded revenue, resulting in a 34750% operating deficit.

Mission

POMONA UNIFIED PARTNERS IN LEARNING FOUNDATION (PUPIL), A CALIFORNIA NON- PROFIT CORPORATION, WAS FORMED JUNE 10, 2013 TO ENGAGE IN CHARITABLE ACTIVITIES. THE PRIMARY PURPOSE OF PUPIL IS TO SUPPORT THE PROGRAMS THAT PROMOTE INNOVATION AND PURSUE EXCELLENCE FOR THE WELL BEING OF THE STUDENTS IN THE POMONA UNIFIED SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

THE FOUNDATION HAS DISSOLVED AND TRANSFERRED ITS REMAINING CASH TO THE POMONA COMMUNITY FOUNDATION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $12

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,265

Other Expenses $917

TOTAL EXPENSES $4,182

Year-over-Year Comparison

	2017	2016	Change
Revenue	$12	N/A	N/A
Expenses	$4,182	N/A	N/A
Net Income	$-4,170	$0	N/A

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

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
JEANELLE JIMENEZ	CEO	1.00	Officer Director	$0	$0	$0
JAMES MC DALE	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA STEVENSON	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
DR PRAMILA AGRAWAL	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE S GRAVES	TREASURER	1.00	Officer Director	$0	$0	$0
SAMUEL THARPE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLE PELTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALFREDO CAMACHO-GONZALEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
CLIVE HOUSTON-BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN GRATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIENNE KONIGAR-MACKLIN	BOARD MEMBER	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
2018	$12	$4,182	No data	$-4,170

POMONA UNIFIED PARTNERS IN LEARNING FOUNDATION