SAN LUIS COASTAL EDUCATION FOUNDATION (EIN 824196024) - 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

2017

Legal Domicile

Principal Officer

DAVID MITCHELL

Phone

8055491300

Tax Period

2024-07-01 to 2025-06-30

SAN LUIS COASTAL EDUCATION FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $853K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $145K, a strong 17% operating margin.

Mission

STRENGTHEN COMMUNITY PARTNERSHIPS AND INVESTMENT FOR THE BENEFIT OF SAN LUIS COASTAL UNIFIED 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 (2024)

Revenue Breakdown

Contributions & Grants $537,257

Program Service Revenue $0

Investment Income $352,527

Other Revenue $-36,532

TOTAL REVENUE $853,252

Expense Breakdown

Grants Paid $400,268

Salaries & Benefits $156,193

Fundraising Expenses $200,135

Program Expenses $431,396

Other Expenses $152,185

TOTAL EXPENSES $708,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$853,252	$1,273,013	-0.3%
Expenses	$708,646	$694,890	+0.0%
Net Income	$144,606	$578,123	-0.7%

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

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
DAVID MITCHELL	PRESIDENT	4.00	Officer Director	$0	$0	$0
BETH MARINO	SECRETARY	2.00	Officer Director	$0	$0	$0
LYLE MEEK	INTERIM TREASURER	4.00	Officer Director	$0	$0	$0
MOLLY ATTALA	DIRECTOR	2.00	Director	$0	$0	$0
DAVE BERNHARDT	DIRECTOR	2.00	Director	$0	$0	$0
KELLI COLE	DIRECTOR	2.00	Director	$0	$0	$0
JANET GOULD	DIRECTOR	2.00	Director	$0	$0	$0
JEANIE HANSON	DIRECTOR (PART YEAR)	2.00	Director	$0	$0	$0
LINDSEY HARING	DIRECTOR	2.00	Director	$0	$0	$0
RON HOLCOMBE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA JAMES	DIRECTOR	2.00	Director	$0	$0	$0
STEVE JOBST	DIRECTOR	2.00	Director	$0	$0	$0
JOEY LESLIE	DIRECTOR	2.00	Director	$0	$0	$0
MARTY MOROSKI	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE SHEPHERD	DIRECTOR	2.00	Director	$0	$0	$0
CLINT SLAUGHTER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA SODERIN	DIRECTOR	2.00	Director	$0	$0	$0
BILL THOMA	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW WOODS	DIRECTOR	2.00	Director	$0	$0	$0
LISA YAMASHITA	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE ROBERTSON	EXECUTIVE DIRECTOR (NON-VOTING)	40.00	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
2025	$853,252	$708,646	$13,872,564	$144,606
2024	$1,273,013	$694,890	$12,630,610	$578,123
2023	$599,497	$667,886	$11,200,562	$-68,389
2022	$777,197	$428,764	$10,473,859	$348,433
2021	$597,581	$968,893	$11,827,856	$-371,312
2020	$11,388,189	$374,505	$11,205,819	$11,013,684
2019	$77,629	$5,524	$77,600	$72,105

SAN LUIS COASTAL EDUCATION FOUNDATION