TEMPLETON EDUCATION FOUNDATION

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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

1990

Legal Domicile

Principal Officer

DANIEL RODRIGUEZ

Phone

8056354629

Tax Period

2023-01-01 to 2023-12-31

TEMPLETON EDUCATION FOUNDATION, founded in 1990, is a small nonprofit that reported $140K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $156K exceeded revenue, resulting in a 11% operating deficit.

Mission

SUPPORT OF PUBLIC SCHOOLS IN THE TEMPLETON UNIFIED SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $146,928

TEF SERVES THE STUDENTS, FACULTY AND STAFF OF TEMPLETON, CALIFORNIA SCHOOL DISTRICT THROUGH ISSUING GRANTS TO MEET THE NEEDS OF THE CHILDREN IN THE SCHOOL DISTRICT.

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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 $2,628

Program Service Revenue $0

Investment Income $0

Other Revenue $137,725

TOTAL REVENUE $140,353

Expense Breakdown

Grants Paid $146,928

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,928

Other Expenses $9,022

TOTAL EXPENSES $155,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,353	$159,910	-0.1%
Expenses	$155,950	$86,885	+0.8%
Net Income	$-15,597	$73,025	-1.2%

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

N/A

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
DANIEL RODRIGUEZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
AMANDA PARIDO	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
TONYA GAZZERA	TREASURER	3.00	Officer Director	$0	$0	$0
AMY GEORGE	SECRETARY	3.00	Officer Director	$0	$0	$0
ASHLEE MILLER	VP OF GRANTS	3.00	Officer Director	$0	$0	$0
STEPHANIE RODRIGUEZ	DIRECTOR	3.00	Director	$0	$0	$0
ANN OSHIRO	DIRECTOR	2.00	Director	$0	$0	$0
BEN SWAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID WILLS	DIRECTOR	2.00	Director	$0	$0	$0
JENN MONTOYA	DIRECTOR	2.00	Director	$0	$0	$0
LAURA RIDDLE	DIRECTOR	3.00	Director	$0	$0	$0
SUZY TOVAR	DIRECTOR	2.00	Director	$0	$0	$0
REANNA CLAYTON	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$140,353	$155,950	$260,367	$-15,597
2022	$159,910	$86,885	$276,771	$73,025
2021	$100,588	$55,008	$204,220	$45,580