PORTOLA VALLEY SCHOOLS 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

1989

Legal Domicile

Principal Officer

CHRISTOPHER SELDEN

Phone

6508511777

Tax Period

2022-07-01 to 2023-06-30

PORTOLA VALLEY SCHOOLS FOUNDATION, founded in 1989, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2022. Expenses of $1.2M left a modest 5% surplus.

Mission

THE PORTOLA VALLEY SCHOOLS FOUNDATION SEEKS TO PROVIDE GENERAL FINANCIAL SUPPORT FOR THE PORTOLA VALLEY SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $1,154,333

THE PORTOLA VALLEY SCHOOLS FOUNDATION WAS FORMED IN DECEMBER 1989 TO RAISE MONEY TO SUPPLEMENT THE FUNDS ALLOCATED TO THE PORTOLA VALLEY SCHOOL DISTRICT BY THE STATE OF CALIFORNIA AND TO PROVIDE...

THE PORTOLA VALLEY SCHOOLS FOUNDATION WAS FORMED IN DECEMBER 1989 TO RAISE MONEY TO SUPPLEMENT THE FUNDS ALLOCATED TO THE PORTOLA VALLEY SCHOOL DISTRICT BY THE STATE OF CALIFORNIA AND TO PROVIDE PORTOLA VALLEY SCHOOLS WITH FUNDS TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR ITS STUDENTS. THE FUNDS ARE DISTRIBUTED TO THE PORTOLA VALLEY SCHOOL DISTRICT AS REQUESTED BY THE SCHOOL BOARD OF TRUSTEES CONSISTENT WITH THE OPERATION OF A TAX EXEMPT FOUNDATION.

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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 $1,163,413

Program Service Revenue $0

Investment Income $118,155

Other Revenue $0

TOTAL REVENUE $1,281,568

Expense Breakdown

Grants Paid $1,130,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,154,333

Other Expenses $84,986

TOTAL EXPENSES $1,214,986

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,281,568	$1,334,903	0.0%
Expenses	$1,214,986	$1,285,983	-0.1%
Net Income	$66,582	$48,920	+0.4%

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
WENDY KEEFE	CO-PRESIDENT	7.00	Officer Director	$0	$0	$0
ANDREW BARROWS	DIRECTOR	5.00	Officer Director	$0	$0	$0
HEATHER CUNNINGHAM	CO-PRESIDENT	7.00	Officer Director	$0	$0	$0
CHRISTOPHER SELDEN	CHIEF FINANCIAL OFFICER	7.00	Officer Director	$0	$0	$0
SERENA HANES	DIRECTOR	5.00	Director	$0	$0	$0
LINDA KAMRAN	ANNUAL CAMPAIGN CO-CHAIR	5.00	Director	$0	$0	$0
DANIEL GILBERT	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE GILMAN JASEN	DIRECTOR	5.00	Director	$0	$0	$0
KIT ANTOVICH	DIRECTOR	5.00	Director	$0	$0	$0
CINDY MCADAM	DIRECTOR	5.00	Director	$0	$0	$0
ERIN MURARKA	DIRECTOR	5.00	Director	$0	$0	$0
RACHEL SINK	SECRETARY	7.00	Officer Director	$0	$0	$0
LESLIE SKANBERG	ENDOWMENT CO-CHAIR	5.00	Director	$0	$0	$0
KIMBERLY CASHIN	DIRECTOR	5.00	Director	$0	$0	$0
LAURA DAVIDSON	ENDOWMENT CO-CHAIR	5.00	Director	$0	$0	$0
RUHI KHAN	DIRECTOR	5.00	Director	$0	$0	$0
JOSHUA MOSER	DIRECTOR	5.00	Director	$0	$0	$0
JO MUTCH	DIRECTOR	5.00	Director	$0	$0	$0
CLAIRE SELDEN	ANNUAL CAMPAIGN CO-CHAIR	5.00	Director	$0	$0	$0
VANI SUVARNA	ANNUAL CAMPAIGN CO-CHAIR	5.00	Director	$0	$0	$0
NAOMI PRITIKIN	DIRECTOR	5.00	Director	$0	$0	$0
ANNE VAN DER STAAY	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,281,568	$1,214,986	$6,579,061	$66,582
2022	$1,334,903	$1,285,983	$6,131,950	$48,920
2021	$1,100,055	$1,105,758	$6,920,086	$-5,703
2020	$1,184,085	$1,158,221	$6,048,004	$25,864
2019	$1,315,077	$1,243,981	$5,875,438	$71,096
2018	$1,073,835	$1,075,311	$5,621,356	$-1,476