VISTA DEL MAR MAKO EDUCATIONAL FOUNDATION (EIN 760776657) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

BETH KARCHER

Phone

9492345950

Tax Period

2023-08-01 to 2024-07-31

VISTA DEL MAR MAKO EDUCATIONAL FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $185K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 54% operating margin.

Mission

TO RAISE FUNDS THROUGH DONATIONS FOR THE BENEFIT OF EDUCATIONAL ENRICHMENT WHILE SUPPORTING AND PROMOTING THE EDUCATION OF STUDENTS OF VISTA DEL MAR ELEMENTARY AND MIDDLE SCHOOL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $58,586

Program Service Revenue $1,100

Investment Income $72

Other Revenue $124,953

TOTAL REVENUE $184,711

Expense Breakdown

Grants Paid $79,456

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,363

Other Expenses $4,856

TOTAL EXPENSES $84,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,711	$142,295	+0.3%
Expenses	$84,312	$210,635	-0.6%
Net Income	$100,399	$-68,340	-2.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
BETH KARCHER	PRESIDENT	N/A	Officer	$0	$0	$0
MERIDETH KOLASA	SECRETARY	N/A	Officer	$0	$0	$0
LINDSAY LUXENBERG	GOLF CHAIR	N/A	Officer	$0	$0	$0
MICHELLE T DIDIER	TREASURER	N/A	Officer	$0	$0	$0
BRUNA ARES	SOCIAL MEDIA	N/A	Officer	$0	$0	$0
JAMIE MAYORGA	MEMBERSHIP	N/A	Officer	$0	$0	$0
KRISTEN GARRITY	VOLUNTEER CO	N/A	Officer	$0	$0	$0
EMILY BRADY	MARKETING	N/A	Officer	$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	$184,711	$84,312	$537,924	$100,399
2023	$142,295	$210,635	$438,543	$-68,340
2022	$178,262	$157,292	$504,883	$20,970
2021	$164,433	$107,915	$315,204	$56,518
2020	$247,719	$171,174	$258,686	$76,545

VISTA DEL MAR MAKO EDUCATIONAL FOUNDATION