SANTA ROSA EDUCATION FOUNDATION INC

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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

1987

Legal Domicile

Principal Officer

KARA BLOOMBERG

Phone

8509835043

Tax Period

2023-07-01 to 2024-06-30

SANTA ROSA EDUCATION FOUNDATION INC, founded in 1987, is a small nonprofit that reported $756K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO CREATE AN AWARENESS OF AND ENHANCE PUBLIC EDUCATION IN SANTA ROSA COUNTY, FLORIDA BY BUILDING AND SUSTAINING COMMUNITY SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $300,603

TAKE STOCK IN CHILDREN - A NOT-FOR-PROFIT PROGRAM ADMINISTERED BY THE FOUNDATION PROVIDING SCHOLARSHIPS, MENTORS AND HOPE TO DESERVING, LOW-INCOME YOUTH IN SANTA ROSA COUNTY. STUDENTS ARE IDENTIFIED IN SIXTH THROUGH NINTH GRADE THROUGH AN APPLICATION AND SELECTION PROCESS IN OUR PUBLIC SCHOOLS. BUSINESSES AND INDIVIDUALS DONATE FUNDS THAT ARE MATCHED THROUGH THE FLORIDA PREPAID PROGRAM TO PROVIDE THE SCHOLARSHIPS FOR STUDENTS IN OUR COMMUNITY.

Program 2

Expenses: $331,980

TEACHER GRANTS & ASSISTANCE PROGRAM - TO PROVIDE GRANTS AND ASSISTANCE TO TEACHERS IN ORDER TO ENGAGE STUDENTS IN ACTIVE LEARNING TO INCREASE STUDENT ACHIEVEMENT.

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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 $716,395

Program Service Revenue $0

Investment Income $203

Other Revenue $39,263

TOTAL REVENUE $755,861

Expense Breakdown

Grants Paid $481,980

Salaries & Benefits $121,538

Fundraising Expenses $944

Program Expenses $674,555

Other Expenses $134,112

TOTAL EXPENSES $737,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$755,861	$668,076	+0.1%
Expenses	$737,630	$543,314	+0.4%
Net Income	$18,231	$124,762	-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

Volunteers

250

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
KARA BLOOMBERG	CHAIR	1.50	Officer Director	$0	$0	$0
WEI UEBERSCHAER	SECRETARY	1.50	Officer Director	$0	$0	$0
STANLEY SAULS	TREASURER	1.50	Officer Director	$0	$0	$0
BRANDI HOOK	CHAIR ELECT	0.50	Director	$0	$0	$0
LL BUBBA DRINKARD	PAST CHAIR	0.50	Director	$0	$0	$0
ANTHEA AMOS	DIRECTOR	0.50	Director	$0	$0	$0
SEBRON ANDREWS	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOL BENNETT	DIRECTOR	0.50	Director	$0	$0	$0
RENEE BOOKOUT	DIRECTOR	0.50	Director	$0	$0	$0
KAREN CODY	DIRECTOR	0.50	Director	$0	$0	$0
WES DANNREUTHER	DIRECTOR	0.50	Director	$0	$0	$0
EDWIN BUZ EDDY	DIRECTOR	0.50	Director	$0	$0	$0
SANDI EUBANKS	DIRECTOR	0.50	Director	$0	$0	$0
KEN FOUNTAIN	DIRECTOR	0.50	Director	$0	$0	$0
BEA GETZUG	DIRECTOR	0.50	Director	$0	$0	$0
CARTER HAYNES	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH MANN	DIRECTOR	0.50	Director	$0	$0	$0
PAULA LOU MAPOLES	DIRECTOR	0.50	Director	$0	$0	$0
VAUGHN NICHOLS	DIRECTOR	0.50	Director	$0	$0	$0
DAVE PIECH	DIRECTOR	0.50	Director	$0	$0	$0
KERRY ANNE SCHULTZ	DIRECTOR	0.50	Director	$0	$0	$0
ERIC SEIB	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER BARROW WILLIAMSON	DIRECTOR	0.50	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	$755,861	$737,630	$623,890	$18,231
2023	$668,076	$543,314	$591,545	$124,762
2022	$505,718	$480,035	$467,283	$25,683
2021	$449,667	$395,433	$441,570	$54,234
2020	$571,836	$425,291	$387,024	$146,545
2019	$521,860	$486,876	$241,053	$34,984