SUNNYVALE EDUCATION FOUNDATION (EIN 473825871) - 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

Michelle Eugeni

Phone

4085228200

Tax Period

2023-07-01 to 2024-06-30

SUNNYVALE EDUCATION FOUNDATION, founded in 2015, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

To facilitate community support in collaboration with Sunnyvale School District for an enriched, high quality education at the 10 schools in the district.

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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 $197,412

Program Service Revenue $0

Investment Income $4,281

Other Revenue $0

TOTAL REVENUE $201,693

Expense Breakdown

Grants Paid $182,866

Salaries & Benefits $0

Fundraising Expenses $7,728

Program Expenses $182,866

Other Expenses $13,117

TOTAL EXPENSES $195,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,693	$247,363	-0.2%
Expenses	$195,983	$194,916	+0.0%
Net Income	$5,710	$52,447	-0.9%

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
Michelle Eugeni	President	10	Director	$0	$0	$0
Brenda Robbins	Treasurer	6	Director	$0	$0	$0
Angela Hixson	Secretary	5	Director	$0	$0	$0
Melinda Hamilton	Fundraising Chair	8	Director	$0	$0	$0
Katie Rowland	Programs Chair	8	Director	$0	$0	$0
Peggy Brewster	Grant Administrator	8	Director	$0	$0	$0
Ambrosia Studley	Director	4	Director	$0	$0	$0
Cortney Jansen	Director	5	Director	$0	$0	$0
Eileen Le	Director	2	Director	$0	$0	$0
George McMullen	Director	4	Director	$0	$0	$0
Isabel Jubes-Flamerich	Director	1	Director	$0	$0	$0
Kei Sato	Director	4	Director	$0	$0	$0
Lauren Ledbetter	Director	2	Director	$0	$0	$0
Lisa McRae	Director	2	Director	$0	$0	$0
MG Bertrand	Director	2	Director	$0	$0	$0
Nora Beamon	Director	2	Director	$0	$0	$0
Sara Grassman	Director	4	Director	$0	$0	$0
Susan Salop	Director	2	Director	$0	$0	$0
Tammy Michels	Director	1	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	$201,693	$195,983	$318,481	$5,710
2023	$247,363	$194,916	$312,313	$52,447

SUNNYVALE EDUCATION FOUNDATION