REACH 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

2018

Legal Domicile

Principal Officer

Esmeralda Bishop

Phone

7076957378

Tax Period

2021-07-01 to 2022-06-30

REACH Education Foundation, founded in 2018, is a small nonprofit that reported $294K in total revenue in fiscal year 2021. The organization ran a surplus of $58K, a strong 20% operating margin.

Mission

Established for the purpose of operating a California charter school. We encourage REACH families and community members to attend board meetings as a way of staying connected to the bigger picture decisions that are made at this level of the organization.

Program Service Accomplishments

Program 1

Expenses: $235,676

The REACH Education Foundation (REF) serves the students enrolled at REACH Charter School, which totaled 83 at the end of fiscal year 2022. REFs efforts are intended to provide fiscal support of...

The REACH Education Foundation (REF) serves the students enrolled at REACH Charter School, which totaled 83 at the end of fiscal year 2022. REFs efforts are intended to provide fiscal support of REACH Charter Schools programs, operations, faculty, staff, and student family population. REF focuses on an annual parent pledge program complimented by several fundraising events. The events carry out the dual purpose of raising funds for the school that REF serves, as well as fostering community engagement and connection, which directly enhances the fundraising efforts. The primary fundraising programs during FY 2021-2022 were the Pledge Program, which raised $31,810, and a Walk-A-Thon, which raised $9,898.52. Other miscellaneous events included a Dine & Donate that raised $400, and an online Book Fair that raised $99.55.

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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 (2021)

Revenue Breakdown

Contributions & Grants $294,467

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $294,467

Expense Breakdown

Grants Paid $233,579

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,676

Other Expenses $2,617

TOTAL EXPENSES $236,196

Year-over-Year Comparison

	2021	2020	Change
Revenue	$294,467	N/A	N/A
Expenses	$236,196	N/A	N/A
Net Income	$58,271	N/A	N/A

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
Esmeralda Bishop	President	10.00	Officer	$0	$0	$0
Laura Schulze	Secretary	5.00	Officer	$0	$0	$0
Erin Latham-Ponneck	Treasurer	5.00	Officer	$0	$0	$0
Shari Cohen	Member at Large	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
2022	$294,467	$236,196	$244,968	$58,271
2019	$488,663	$102,511	$386,152	$386,152