BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION (EIN 481298690) - 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

2003

Legal Domicile

Principal Officer

ELIZABETH GARDNER

Phone

6503752196

Tax Period

2023-01-01 to 2023-12-31

BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION, founded in 2003, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $10.6M represent 30 months of operating reserves.

Mission

THE MISSION OF THE FOUNDATION IS TO RAISE FUNDING AND PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.

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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 $4,187,026

Program Service Revenue $0

Investment Income $96,575

Other Revenue $-59,976

TOTAL REVENUE $4,223,625

Expense Breakdown

Grants Paid $3,902,000

Salaries & Benefits $226,300

Fundraising Expenses $234,570

Program Expenses $3,922,308

Other Expenses $107,057

TOTAL EXPENSES $4,235,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,223,625	$4,816,077	-0.1%
Expenses	$4,235,357	$3,378,507	+0.3%
Net Income	$-11,732	$1,437,570	-1.0%

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

$165,238

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN BAER	CO-CHAIR	2.00	Officer Director	$0	$0	$0
DAVID LAM	CO-CHAIR	2.00	Officer Director	$0	$0	$0
RINA SHAH	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN CHIN	CO-TREASURER	2.00	Officer Director	$0	$0	$0
ANNA GOLBAN	CO-TREASURER	2.00	Officer Director	$0	$0	$0
FATIMA ALI	DIRECTOR	2.00	Director	$0	$0	$0
RANI BOSE	DIRECTOR	2.00	Director	$0	$0	$0
SHIRLEY CHEN	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH GALENSKY	DIRECTOR	2.00	Director	$0	$0	$0
AYISH GANESAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE GRACON	DIRECTOR	2.00	Director	$0	$0	$0
RADA IYENGAR	DIRECTOR	2.00	Director	$0	$0	$0
VINITA JAIN	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE JIN	DIRECTOR	2.00	Director	$0	$0	$0
EVAN PARKER	DIRECTOR	2.00	Director	$0	$0	$0
RIMA PAWAR	DIRECTOR	2.00	Director	$0	$0	$0
SHARON YANG	DIRECTOR	2.00	Director	$0	$0	$0
NORA YE	DIRECTOR	2.00	Director	$0	$0	$0
ELAIN YU	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH GARDNER	EXECUTIVE DIRECTOR	40.00	Officer	$165,238	$0	$165,238

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
2024	No data	No data	No data	No data
2023	$4,223,625	$4,235,357	$10,654,709	$-11,732
2022	$4,816,077	$3,378,507	$9,946,551	$1,437,570
2021	$5,741,271	$4,861,610	$8,941,537	$879,661
2020	$4,970,381	$3,007,757	$8,425,979	$1,962,624
2019	$4,402,339	$5,360,996	$6,380,503	$-958,657
2018	$4,443,493	$4,111,462	$7,331,498	$332,031

BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION