SAN FRANCISCO EDUCATION FUND (EIN 941592822) - 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

1964

Legal Domicile

Principal Officer

ANN WALDEN

Phone

4156955400

Tax Period

2023-07-01 to 2024-06-30

SAN FRANCISCO EDUCATION FUND, founded in 1964, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 41% operating margin.

Mission

TO EQUIP STUDENTS WITH SKILLS TO SUCCEED IN COLLEGE, CAREER & CIVIC RESPONSIBILITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,083,225

Program Service Revenue $0

Investment Income $467,780

Other Revenue $-255,645

TOTAL REVENUE $4,295,360

Expense Breakdown

Grants Paid $250,502

Salaries & Benefits $1,523,921

Fundraising Expenses $322,924

Program Expenses $1,858,091

Other Expenses $773,913

TOTAL EXPENSES $2,548,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,295,360	$2,937,052	+0.5%
Expenses	$2,548,336	$3,508,998	-0.3%
Net Income	$1,747,024	$-571,946	-4.1%

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

343

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

$184,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY KARSH	PRESIDENT	4.00	Officer Director	$0	$0	$0
RACHEL PATTERSON	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
JOSEPH GHOBRIAL	TREASURER	4.00	Officer Director	$0	$0	$0
KATHERINE MITCHELL LADD	SECRETARY	4.00	Officer Director	$0	$0	$0
PRASANTH BODA	DIRECTOR	4.00	Director	$0	$0	$0
KATHRINE GILLESPIE	DIRECTOR	4.00	Director	$0	$0	$0
ERIC JONES	DIRECTOR	4.00	Director	$0	$0	$0
CAMELLIA PHAM	DIRECTOR	4.00	Director	$0	$0	$0
DARIUS WHITE	DIRECTOR	4.00	Director	$0	$0	$0
LORI BIRNBAUM GALANTE	DIRECTOR	4.00	Director	$0	$0	$0
JAMES KIM	DIRECTOR	4.00	Director	$0	$0	$0
SHALU UMAPATHY	DIRECTOR	4.00	Director	$0	$0	$0
ANNE KAUTH WARREN	DIRECTOR	4.00	Director	$0	$0	$0
DANIEL DANKER	DIRECTOR	4.00	Director	$0	$0	$0
STACEY WANG	CEO (LEFT AUGUST 2023)	40.00	Officer	$101,565	$325	$101,890
ANN L WALDEN	CEO	40.00	Officer	$78,108	$4,477	$82,585
REBECCA KROLL	TALENT & OPERATIONS DIRECT	40.00	Highest	$148,417	$7,541	$155,958

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
2024	$4,295,360	$2,548,336	$12,250,871	$1,747,024
2023	$3,712,596	$3,609,312	$11,598,016	$103,284
2022	$6,056,057	$5,810,177	$10,605,062	$245,880
2021	$8,294,452	$6,987,153	$10,692,453	$1,307,299
2020	$1,932,173	$2,288,693	$7,700,475	$-356,520
2019	$2,294,775	$2,448,191	$8,473,199	$-153,416
2018	$2,227,953	$2,136,025	$8,659,318	$91,928

SAN FRANCISCO EDUCATION FUND