SPRECKELS UNION EDUCATION FOUNDATION (EIN 770317747) - 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

1992

Legal Domicile

Principal Officer

MICHELE MAZZUCA

Phone

8315940475

Tax Period

2017-09-01 to 2018-08-31

SPRECKELS UNION EDUCATION FOUNDATION, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $133K in total revenue in fiscal year 2017. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 18% operating margin.

Mission

THE FOUNDATION ENHANCES THE PUBLIC SCHOOL SYSTEM OF SPRECKELS UNION SCHOOL DISTRICT BY PROVIDING FUNDING FOR COMPUTER EQUIPMENT, MUSICAL INSTRUCTIONS, A GARDEN, AND COUNSELING.

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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 (2017)

Revenue Breakdown

Contributions & Grants $88,811

Program Service Revenue $0

Investment Income $57

Other Revenue $44,209

TOTAL REVENUE $133,077

Expense Breakdown

Grants Paid $96,157

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,157

Other Expenses $13,159

TOTAL EXPENSES $109,316

Year-over-Year Comparison

	2017	2016	Change
Revenue	$133,077	$107,485	+0.2%
Expenses	$109,316	$112,574	0.0%
Net Income	$23,761	$-5,089	-5.7%

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
MICHELE MAZZUCA	President	1.00	Officer Director	$0	$0	$0
AMANDA AGEE	Secretary	1.00	Officer Director	$0	$0	$0
HOLLY ANDRUS	Vice President	1.00	Officer Director	$0	$0	$0
COURTNEY BOYLES	Treasurer	1.00	Officer 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
2018	$133,077	$109,316	$96,113	$23,761

SPRECKELS UNION EDUCATION FOUNDATION