SEA OAKS HOMEOWNERS & EMPLOYEES LEARNING PROGRAM INC (EIN 473451571) - 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

2015

Legal Domicile

Principal Officer

JANET CLAYTON

Phone

7722312154

Tax Period

2019-01-01 to 2019-12-31

SEA OAKS HOMEOWNERS & EMPLOYEES LEARNING PROGRAM INC, founded in 2015, is a micro nonprofit in the Education sector that reported $34K in total revenue in fiscal year 2019. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $111K exceeded revenue, resulting in a 226% operating deficit.

Mission

TO RAISE FUNDS FOR EDUCATIONAL SCHOLARSHIPS TO ASSIST EMPLOYEES AND THEIR CHILDREN IN FURTHERING THEIR EDUCATION THROUGH FINANCIAL ASSISTANCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $33,934

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $33,934

Expense Breakdown

Grants Paid $108,418

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,584

Other Expenses $2,166

TOTAL EXPENSES $110,584

Year-over-Year Comparison

	2019	2018	Change
Revenue	$33,934	$56,511	-0.4%
Expenses	$110,584	$20,400	+4.4%
Net Income	$-76,650	$36,111	-3.1%

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

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
DULANY FOSTER JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
CONNIE WAYNE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JANET CLAYTON	SECRETARY	2.00	Officer Director	$0	$0	$0
FAITH PARKER	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
ALAN MILLSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
DONNA SCHRADER	DIRECTOR	2.00	Director	$0	$0	$0
JOAN VINAS	DIRECTOR	2.00	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
2019	$33,934	$110,584	$42,951	$-76,650
2018	$56,511	$20,400	$119,601	$36,111

SEA OAKS HOMEOWNERS & EMPLOYEES LEARNING PROGRAM INC