SAN LORENZO EDUCATION ASSOCIATION (EIN 942396008) - 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

1977

Legal Domicile

Tax Period

2022-09-01 to 2023-08-31

SAN LORENZO EDUCATION ASSOCIATION, founded in 1977, is a small nonprofit that reported $132K in total revenue in fiscal year 2022. Expenses of $214K exceeded revenue, resulting in a 62% operating deficit.

Mission

LABOR ORGANIZATION

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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 $500

Program Service Revenue $101,664

Investment Income $14,407

Other Revenue $15,769

TOTAL REVENUE $132,340

Expense Breakdown

Grants Paid $500

Salaries & Benefits $9,100

Fundraising Expenses $0

Other Expenses $204,492

TOTAL EXPENSES $214,092

Year-over-Year Comparison

	2022	2021	Change
Revenue	$132,340	N/A	N/A
Expenses	$214,092	N/A	N/A
Net Income	$-81,752	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

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

$750

Total Directors

$1,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE GRASHTON	TREASURER	4.00	Officer Director	$750	$0	$750
ELYSE HARLO	ELEMENTARY AT LARGE AND BARGA	2.00	Director	$400	$0	$400
GINA SPIERS	HIGH SCHOOL AT LARGE	2.00	Director	$150	$0	$150
KIMILY GERKING	MIDDLE SCHOOL AT LARGE	2.00	Director	$150	$0	$150
MELISSA GALETTI	ELEMENTARY REP	2.00	Director	$0	$0	$0
ROSEMARIE SANDOVAL	ELEMENTARY AT LARGE	2.00	Director	$0	$0	$0
SUSANA ROJAS	NEA REPRESENTATIVE	2.00	Director	$0	$0	$0
LYNN DILLON	SECRETARY	2.00	Officer Director	$0	$0	$0
ALBERTO NODAL	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
KAREN ROSA	PRESIDENT	20.00	Officer 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
2023	$132,340	$214,092	$176,658	$-81,752

SAN LORENZO EDUCATION ASSOCIATION