LOMA LINDA SCHOOL FOUNDATION (EIN 770320170) - 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

1993

Legal Domicile

Principal Officer

THOMAS MAXWELL

Phone

6616360966

Tax Period

2023-01-01 to 2023-12-31

LOMA LINDA SCHOOL FOUNDATION, founded in 1993, is a small nonprofit that reported $155K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 60% operating margin.

Mission

TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INLUDING BUT NOT LIMITED TO FOSTERING INTERESTS OF FACULTY, STUDENTS, ALUMNI AND FRIENDS OF OUR LADY OF PERPETUAL HELP SCHOOL IN ITS DEVELOPMENT INCLUDING ITS EDUCATIONAL PURPOSES.

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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 $39,616

Program Service Revenue $0

Investment Income $15,095

Other Revenue $100,610

TOTAL REVENUE $155,321

Expense Breakdown

Grants Paid $58,857

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,740

Other Expenses $3,883

TOTAL EXPENSES $62,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,321	$105,865	+0.5%
Expenses	$62,740	$279,551	-0.8%
Net Income	$92,581	$-173,686	-1.5%

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

N/A

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
KEVIN ANTONGIOVANNI	DIRECTOR	0.50	Director	$0	$0	$0
TOM SWERTFAGGER	TREASURER&SECRETARY	0.50	Director	$0	$0	$0
TOM ANSPACH	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS R MAXWELL CPA MST	PRESIDENT	1.20	Officer Director	$0	$0	$0
STEVEN YAKSITCH	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MOORE	DIRECTOR	0.50	Director	$0	$0	$0
ELYSE HANSEN	EXECUTIVE DIRECTOR	0.50	Director	$0	$0	$0
WILLIE SHOFFNER	VICE PRESIDENT	0.50	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	$155,321	$62,740	$623,445	$92,581
2022	$105,865	$279,551	$462,291	$-173,686
2021	$59,156	$19,750	$729,522	$39,406
2020	$36,922	$22,582	$648,655	$14,340
2019	$43,149	$40,000	$560,544	$3,149
2018	$67,230	$31,145	$500,168	$36,085

LOMA LINDA SCHOOL FOUNDATION