Stone Ranch Elementary School Foundation (EIN 562484371) - 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

2005

Legal Domicile

Principal Officer

JESSICA SZUBERLA

Phone

8584878474

Tax Period

2025-01-01 to 2025-12-31

Stone Ranch Elementary School Foundation, founded in 2005, is a small nonprofit in the Education sector that reported $249K in total revenue in fiscal year 2025. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 18% operating margin.

Mission

EDUCATIONAL ACTIVITIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $249,029

Program Service Revenue $0

Investment Income $0

Other Revenue $33

TOTAL REVENUE $249,062

Expense Breakdown

Grants Paid $168,958

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,194

Other Expenses $35,197

TOTAL EXPENSES $204,155

Year-over-Year Comparison

	2025	2024	Change
Revenue	$249,062	$157,158	+0.6%
Expenses	$204,155	$150,781	+0.4%
Net Income	$44,907	$6,377	+6.0%

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

N/A

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
NADINE KEYES	President	10.00	Officer Director	$0	$0	$0
JESSICA SZUBERLA	Treasurer	10.00	Officer Director	$0	$0	$0
KATE LONGCROFT-NEAL	Secretary	5.00	Officer Director	$0	$0	$0
TRACEY CLEM	Vice President	5.00	Director	$0	$0	$0
VALERIE MASSEY	Vice President	5.00	Director	$0	$0	$0
PAMELA LEE	Vice President	5.00	Director	$0	$0	$0
LORI CRAW	Vice President	5.00	Director	$0	$0	$0
JAMIE OW	Vice President	5.00	Director	$0	$0	$0
NEHA BYALI	Vice President	0.00	Director	$0	$0	$0
LYNN KUHLMANN	Vice President	0.00	Director	$0	$0	$0
PAULYNE WILSON	Vice President	0.00	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	$249,062	$204,155	$75,045	$44,907

Stone Ranch Elementary School Foundation