LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION (EIN 680503221) - 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

2002

Legal Domicile

Principal Officer

SADIE JEFFERSON

Phone

2132414280

Tax Period

2024-07-01 to 2025-06-30

LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION, founded in 2002, is a mid-sized nonprofit in the Education sector that reported $14.3M in total revenue in fiscal year 2024. Revenue surged 1508% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.8M, a strong 62% operating margin.

Mission

MAXIMIZE RESOURCES AND SUPPORT FOR THE DISTRICT'S CORE EDUCATIONAL PRIORITIES TO SUPPORT STUDENTS.

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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 $14,167,268

Program Service Revenue $0

Investment Income $0

Other Revenue $97,738

TOTAL REVENUE $14,265,006

Expense Breakdown

Grants Paid $4,400,216

Salaries & Benefits $22,903

Fundraising Expenses $106,845

Program Expenses $5,177,067

Other Expenses $1,028,939

TOTAL EXPENSES $5,452,058

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,265,006	$886,970	+15.1%
Expenses	$5,452,058	$1,067,028	+4.1%
Net Income	$8,812,948	$-180,058	-49.9%

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

N/A

Volunteers

100

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
MICHAEL FLEMING	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARHONDA BOSSIER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH MARCUS	TREASURER	1.00	Officer Director	$0	$0	$0
STEVEN WOLFE PEREIRA	DIRECTOR	1.00	Director	$0	$0	$0
SARAH S JEFFERSON	EXECUTIVE DIRECTOR	1.00	Officer 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	$14,265,006	$5,452,058	$11,400,891	$8,812,948
2024	$886,970	$1,067,028	$2,370,886	$-180,058
2023	$1,071,237	$464,584	$2,470,887	$606,653
2022	$204,131	$678,602	$1,874,234	$-474,471
2021	$1,193,525	$119,609	$2,338,705	$1,073,916
2020	$798,294	$350,922	$1,264,789	$447,372
2019	$363,612	$192,817	$817,417	$170,795
2018	$401,384	$247,627	$646,622	$153,757

LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION