BLUE PACIFIC EDUCATIONAL FOUNDATION (EIN 844557532) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

BLANCA LOAN

Phone

7602076034

Tax Period

2021-07-01 to 2022-06-30

BLUE PACIFIC EDUCATIONAL FOUNDATION, founded in 2019, is a micro nonprofit that reported $74K in total revenue in fiscal year 2021. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $469K exceeded revenue, resulting in a 534% operating deficit.

Mission

IT WAS THE MISSION OF BPEF FOR THE SCHOOL, THE FAMILY AND THE COMMUNITY TO BECOME THE CATALIST FOR STUDENT GROWTH AND LEARNING THROUGH THE USE OF LOCAL COMMUNITY RESOURCES, TECHNOLOGY AND TUTORING. IT WAS ALSO THE GOAL OF BPEF TO PROVIDE ENGLISH LANGUAGE LEARNERS THE OPPORTUNITY TO BUILD THEIR ENGLISH LANGUAGE SKILLS AS A FAMILY. BPEF WAS CREATED TO HELP STRENGTHEN NEIGHBORHOOD GOALS FOR EDUCATION THROUGH QUALITY HOME SCHOOL SUPPORT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $74,014

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $74,014

Expense Breakdown

Grants Paid $225,800

Salaries & Benefits $185,796

Fundraising Expenses $0

Program Expenses $359,606

Other Expenses $57,646

TOTAL EXPENSES $469,242

Year-over-Year Comparison

	2021	2020	Change
Revenue	$74,014	$550,000	-0.9%
Expenses	$469,242	$156,850	+2.0%
Net Income	$-395,228	$393,150	-2.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$104,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLANCA LEON	Director	40.00	Director	$51,000	$0	$51,000
JACK ANDERSON	Direc/Bd Pres	15.00	Director	$33,750	$0	$33,750
MARTY MONTOGOMERY	Direc/Treasurer	10.00	Director	$12,800	$0	$12,800
GEORGE CLOWARD	Director	10.00	Director	$7,300	$0	$7,300
ELIZABETH BARBOA	Director	5.00	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
2022	$74,014	$469,242	No data	$-395,228
2021	$550,000	$156,850	$395,228	$393,150
2020	$40,000	$37,922	$13,045	$2,078

BLUE PACIFIC EDUCATIONAL FOUNDATION