Carpinteria Education Foundation I… - Form 990 Financial Data

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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

Casey Balch

Phone

8055661615

Tax Period

2022-07-01 to 2023-06-30

Carpinteria Education Foundation Inc, founded in 1993, is a small nonprofit in the Education sector that reported $259K in total revenue in fiscal year 2022. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $55K, a strong 21% operating margin.

Mission

To support the Carpinteria Unified School District

Program Service Accomplishments

Program 1

Expenses: $134,710

GRANTS ISSUED TO VARIOUS SCHOOLS IN THE CUSD FOR EDUCATIONAL PROGRAMS AND MATERIALS IN WHICH 2750 STUDENTS PARTICIPATE

Program 2

Expenses: $65,500

SCHOLARSHIPS AND AWARDS TO CUSD STUDENTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $195,401

Program Service Revenue $0

Investment Income $0

Other Revenue $63,697

TOTAL REVENUE $259,098

Expense Breakdown

Grants Paid $144,394

Salaries & Benefits $46,287

Fundraising Expenses $634

Program Expenses $200,210

Other Expenses $13,891

TOTAL EXPENSES $204,572

Year-over-Year Comparison

	2022	2021	Change
Revenue	$259,098	$406,879	-0.4%
Expenses	$204,572	$401,005	-0.5%
Net Income	$54,526	$5,874	+8.3%

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

$46,287

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Balch	President	6.00	Officer Director	$0	$0	$0
Jessica Isaac	Vice President	1.00	Officer Director	$0	$0	$0
Sarah Aresco-Smith	Treasurer	2.00	Officer Director	$0	$0	$0
Sally Green	Secretary	6.00	Officer Director	$0	$0	$0
Sue Harrison	Executive Board Member	1.00	Director	$0	$0	$0
Curtis Lopez	Board Member	1.00	Director	$0	$0	$0
Janie Foley	Board Member	6.00	Director	$0	$0	$0
Terra Stephan	Board Member	2.00	Director	$0	$0	$0
Nikki Yamaoka	Board Member	2.00	Director	$0	$0	$0
Mary Zeoli	Board Member	2.00	Director	$0	$0	$0
Monica Solorzano	Board Member	2.00	Director	$0	$0	$0
Pam Werner	Executive Director	40.00	Officer	$46,287	$0	$46,287

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$259,098	$204,572	$1,102,916	$54,526
2022	$406,879	$401,005	$1,000,337	$5,874
2021	$886,364	$842,805	$1,073,605	$43,559
2020	$377,356	$244,489	$913,880	$132,867
2019	$290,843	$230,011	$805,862	$60,832
2018	$250,641	$124,163	$810,517	$126,478

Carpinteria Education Foundation Inc