CUPERTINO EDUCATIONAL ENDOWMENT FOUNDATION (EIN 770073617) - 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

1983

Legal Domicile

Principal Officer

STUART ROSENBERG

Phone

4082213383

Tax Period

2024-07-01 to 2025-06-30

CUPERTINO EDUCATIONAL ENDOWMENT FOUNDATION, founded in 1983, is a small nonprofit in the Education sector that reported $786K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $232K, a strong 29% operating margin.

Mission

EDUCATION FOR STUDENTS IN THE CUPERTINO UNION SCHOOL DISTRICT (CUSD). CEEF WORKS IN PARTNERSHIP WITH CUSD, PARENTS, AND THE COMMUNITY TO RAISE FUNDS FOR THE EXCELLENT EDUCATIONAL PROGRAMS THAT ARE BEYOND WHAT IS POSSIBLE THROUGH FEDERAL AND STATE FUNDING.

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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 $203,905

Program Service Revenue $0

Investment Income $521,781

Other Revenue $60,356

TOTAL REVENUE $786,042

Expense Breakdown

Grants Paid $458,715

Salaries & Benefits $0

Fundraising Expenses $10,479

Program Expenses $477,749

Other Expenses $95,528

TOTAL EXPENSES $554,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$786,042	$466,837	+0.7%
Expenses	$554,243	$346,542	+0.6%
Net Income	$231,799	$120,295	+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

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
BRIAN BLOCK	DIRECTOR	2.00	Director	$0	$0	$0
YI DING	SECRETARY	2.00	Officer Director	$0	$0	$0
ORRIN MAHONEY	DIRECTOR	2.00	Director	$0	$0	$0
KAREN RIZKALLA	PRESIDENT	8.00	Officer Director	$0	$0	$0
STUART ROSENBERG	CFO & TREASURER	4.00	Officer Director	$0	$0	$0
SANJAY TANDON	DIRECTOR	2.00	Director	$0	$0	$0
GINNY SIKRI	DIRECTOR	2.00	Director	$0	$0	$0
ARJAY MCCANDLESS	DIRECTOR	2.00	Director	$0	$0	$0
SONIA MAIELLO	DIRECTOR	2.00	Director	$0	$0	$0
KATIE RIZKALLA	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE MAINS	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	$786,042	$554,243	$10,197,062	$231,799
2024	$466,837	$346,542	$9,288,495	$120,295
2023	$149,161	$394,926	$8,254,103	$-245,765
2022	$879,344	$187,926	$7,672,417	$691,418
2021	$413,443	$529,765	$9,199,243	$-116,322
2020	$135,751	$444,129	$7,153,839	$-308,378
2019	$513,168	$637,203	$7,420,460	$-124,035

CUPERTINO EDUCATIONAL ENDOWMENT FOUNDATION