Vacaville Public Education Foundation (EIN 611568727) - 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

2008

Legal Domicile

Principal Officer

Kelley Birch

Phone

7074161592

Tax Period

2024-01-01 to 2024-12-31

Vacaville Public Education Foundation, founded in 2008, is a small nonprofit in the Education sector that reported $288K in total revenue in fiscal year 2024. Revenue surged 586% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 60% operating margin.

Mission

To provide financial support for programs that enrich and improve the quality of the educational environment in the Vacaville Unified School 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 (2024)

Revenue Breakdown

Contributions & Grants $92,884

Program Service Revenue $0

Investment Income $195,189

Other Revenue $0

TOTAL REVENUE $288,073

Expense Breakdown

Grants Paid $82,947

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,747

Other Expenses $33,515

TOTAL EXPENSES $116,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$288,073	$41,973	+5.9%
Expenses	$116,462	$145,567	-0.2%
Net Income	$171,611	$-103,594	-2.7%

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
Karin Sturgis	Director	1.00	Director	$0	$0	$0
Aisha Gutierrez	Director	1.00	Director	$0	$0	$0
Anv Johl	Director	1.00	Director	$0	$0	$0
Shelley Dally	Director	1.00	Director	$0	$0	$0
Jennifer Leonard	President	10.00	Officer Director	$0	$0	$0
Kelley Birch	Secretary/Treas	10.00	Officer Director	$0	$0	$0
Shea McGuire	Vice President	1.00	Officer Director	$0	$0	$0
Nicole Spur	Director	1.00	Director	$0	$0	$0
Nolan Sullivan	Director	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
2024	$288,073	$116,462	$2,260,828	$171,611
2023	$41,973	$145,567	$2,042,713	$-103,594
2022	$638,281	$44,010	$2,054,105	$594,271
2021	$58,577	$53,502	$1,488,928	$5,075
2020	$478,473	$63,302	$1,444,351	$415,171
2019	$89,899	$3,015	$963,971	$86,884
2018	$146,088	$164,142	$935,216	$-18,054
2017	$450,492	$151,663	$964,694	$298,829

Vacaville Public Education Foundation