CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION

EIN: 770076535 501(c)(3)

THOUSAND OAKS, CA

Total Revenue
$80,762
Total Expenses
$31,075
Total Assets
$3,238,603
Net Assets
$1,116,885
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Principal Officer
DAVE LAWRENCE
Phone
8054933181
Tax Period
2024-06-01 to 2025-05-31

CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION, founded in 1957, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. Revenue surged 264% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 62% operating margin.

Mission

THE MISSION OF CLEF IS TO MARKET, ADMINISTER, AND PROVIDE TRUSTEESHIP FOR CLU'S PLANNED GIVING, TRUST AND ANNUITY PROGRAMS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $80,762
Other Revenue $0
TOTAL REVENUE $80,762

Expense Breakdown

Grants Paid $28,820
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $28,820
Other Expenses $2,255
TOTAL EXPENSES $31,075

Year-over-Year Comparison

2024 2023 Change
Revenue $80,762 $22,165 +2.6%
Expenses $31,075 $30,290 +0.0%
Net Income $49,687 $-8,125 -7.1%
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

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Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
6

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
6
$751,945
Total Directors
8
$264,084
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NUNES JOHN A BOARD MEMBER 0.30
Director
$0 $863 $264,084
BAUMHEFNER LINDA CHAIR OF THE BOARD 0.30
Officer Director
$0 $0 $0
GILBERT ROD BOARD MEMBER 0.30
Director
$0 $0 $0
HILL LAUREEN BOARD MEMBER (THRU 11/24) 0.30
Director
$0 $0 $0
OGBECHIE NKEM BOARD MEMBER (THRU 11/24) 0.30
Director
$0 $0 $0
KRANTZ WILLIAM BOARD MEMBER 0.30
Director
$0 $0 $0
PAPAGEORGE DEBRA BOARD MEMBER (THRU 11/24) 0.30
Director
$0 $0 $0
JONES KENNETH BOARD MEMBER (AS OF 01/25) 0.30
Director
$0 $0 $0
BIDDINGS-MURO REGINA CHIEF EXECUTIVE OFFICER 0.30
Officer
$0 $11,327 $248,476
YSASI RICHARD TREASURER (THRU 11/24) 0.30
Officer
$0 $3,597 $235,685
PFAHLER ELLEN ASSISTANT TREASURER 0.30
Officer
$0 $18,393 $183,765
ARNOLD JOEL CHIEF OPERATING OFFICER 0.30
Officer
$0 $12,127 $84,019
FAHNESTOCK BRIAN TREASURER (AS OF 01/25) 0.30
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 $80,762 $31,075 $3,238,603 $49,687
2024 $22,165 $30,290 $3,166,965 $-8,125
2023 $9,978 $30,059 $2,977,873 $-20,081
2022 $91,781 $28,954 $3,261,152 $62,827
2021 $169,047 $29,223 $3,683,746 $139,824
2020 $12,677 $25,706 $3,026,054 $-13,029
2019 $31,194 $28,593 $3,969,524 $2,601
2018 $83,744 $28,521 $5,858,008 $55,223
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