SIMI VALLEY 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

1991

Legal Domicile

Phone

8777464543

Tax Period

2024-01-01 to 2024-12-31

SIMI VALLEY EDUCATION FOUNDATION, founded in 1991, is a small nonprofit in the Education sector that reported $111K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $95K left a modest 14% surplus.

Mission

SUPPORT OF PUBLIC SCHOOLS AND STUDENTS IN THE SIMI VALLEY UNIFIED SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $27,857

ASSISTANCE TO LOCAL PUBLIC SCHOOLS FOR NEEDED CLASSROOM PROJECTS, SUPPLIES, EDUCATION PROGRAMS AND OTHER NEEDS NOT FUNDED BY SCHOOL BUDGET.

Program 2

Expenses: $17,000

STUDENT SCHOLARSHIPS PRESENTED TO GRADUATING HIGH SCHOOL SENIORS AND CURRENT JUNIOR COLLEGE STUDENTS.

Program 3

Expenses: $2,000

ASSISTANCE TO LOCAL PUBLIC SCHOOLS FOR THE PURCHASE OF SHIRTS AND OTHER PROMOTIONAL ITEMS IN SUPORT OF DISTRICT'S DARE, JUNIOR OLYMPICS, EVERY 15 MINUTES, REFLECTIONS, AND SPEAKER 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $101,321

Program Service Revenue $0

Investment Income $3

Other Revenue $9,862

TOTAL REVENUE $111,186

Expense Breakdown

Grants Paid $46,857

Salaries & Benefits $35,717

Fundraising Expenses $16,537

Program Expenses $46,857

Other Expenses $12,853

TOTAL EXPENSES $95,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,186	$95,125	+0.2%
Expenses	$95,427	$90,432	+0.1%
Net Income	$15,759	$4,693	+2.4%

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

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

$33,075

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY JACOBY	Executive Direc	25.00	Director	$33,075	$0	$33,075
ERIC LUNDSTROM	Treasurer	10.00	Officer	$0	$0	$0
JENNY FULLER	Secretary	5.00	Officer	$0	$0	$0
RYAN FOWLER	PRESIDENT ELECT	5.00	Officer	$0	$0	$0
LIZ HERNANDEZ	President	5.00	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
2024	$111,186	$95,427	$238,795	$15,759
2023	$95,125	$90,432	$223,036	$4,693
2022	$53,536	$84,703	$218,343	$-31,167
2021	$114,093	$83,602	$249,510	$30,491
2020	$88,031	$98,223	$219,019	$-10,192
2019	$112,219	$92,147	$229,211	$20,072
2018	$56,398	$128,266	$209,139	$-71,868