Santa Rosa High School Foundation (EIN 680195375) - 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

1988

Legal Domicile

Principal Officer

Mary Beseda

Phone

7075717747

Tax Period

2023-07-01 to 2024-06-30

Santa Rosa High School Foundation, founded in 1988, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 77% operating margin.

Mission

The primary purpose is to serve as an organization which unites SRHS graduates, parents of current & past students, faculty, staff and interested community members for Preserving and documenting the history and traditions and Providing financial support to Santa Rosa High School

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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 $1,467,077

Program Service Revenue $0

Investment Income $302,581

Other Revenue $31,665

TOTAL REVENUE $1,801,323

Expense Breakdown

Grants Paid $330,604

Salaries & Benefits $0

Fundraising Expenses $16,835

Program Expenses $401,994

Other Expenses $92,191

TOTAL EXPENSES $422,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,801,323	$721,410	+1.5%
Expenses	$422,795	$396,904	+0.1%
Net Income	$1,378,528	$324,506	+3.2%

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
John Codding	Director	2.00	Director	$0	$0	$0
Mike Daniels	Director	2.00	Director	$0	$0	$0
Tony Negri	Director	4.00	Director	$0	$0	$0
Monica Baldenegro	Director	2.00	Director	$0	$0	$0
Don Cambou	Director	2.00	Director	$0	$0	$0
Mary Beseda	President	2.00	Director	$0	$0	$0
Paulette Gomes	Director	2.00	Director	$0	$0	$0
Rhonda Loop	Treasurer	2.00	Director	$0	$0	$0
Joann MacDonald	Director	2.00	Director	$0	$0	$0
Brian L Mecchi	Secretary	2.00	Director	$0	$0	$0
Donna Doyle	Director	2.00	Director	$0	$0	$0
Art Horner	Director	2.00	Director	$0	$0	$0
Paddy Robotham Coreris	Secretary	2.00	Director	$0	$0	$0
Kristine Erken	Director	2.00	Director	$0	$0	$0
Nadine Smedshammer	Director	2.00	Director	$0	$0	$0
Ilona Williams	Director	2.00	Director	$0	$0	$0
Mike Grace	Director	2.00	Director	$0	$0	$0
Veronica Stoops Haas	Director	2.00	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	No data	No data	No data	No data
2024	$1,801,323	$422,795	$7,403,535	$1,378,528
2023	$721,410	$396,904	$5,721,333	$324,506
2022	$354,424	$257,385	$4,993,349	$97,039
2021	$528,473	$277,229	$6,065,109	$251,244
2019	$1,286,832	$253,408	$3,965,137	$1,033,424

Santa Rosa High School Foundation