SAN CARLOS EDUCATIONAL FOUNDATION (EIN 942842712) - 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

1982

Legal Domicile

Principal Officer

KATHY PARMER-LOHAN

Phone

6505905983

Tax Period

2024-07-01 to 2025-06-30

SAN CARLOS EDUCATIONAL FOUNDATION, founded in 1982, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $3.8M left a modest 5% surplus.

Mission

THE SAN CARLOS EDUCATION FOUNDATION IS A NONPROFIT FUNDRAISING ORGANIZATION THAT HELPS THE SAN CARLOS SCHOOL DISTRICT PROVIDE A WELL-ROUNDED PUBLIC EDUCATION FOR ALL STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,825,343

Program Service Revenue $0

Investment Income $238,754

Other Revenue $-22,805

TOTAL REVENUE $4,041,292

Expense Breakdown

Grants Paid $3,298,765

Salaries & Benefits $331,836

Fundraising Expenses $254,668

Program Expenses $3,298,765

Other Expenses $208,937

TOTAL EXPENSES $3,839,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,041,292	$3,888,130	+0.0%
Expenses	$3,839,538	$3,758,107	+0.0%
Net Income	$201,754	$130,023	+0.6%

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

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

$172,945

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRA PAVLIDAKIS	CO-SCHOOL REP: WO	5.00	Director	$0	$0	$0
AMY KIM	VP, STEWARDSHIP	5.00	Director	$0	$0	$0
ANNIE WILSON	CO-VP, LEADERSHIP CIRCLE/CO-SCHOOL REP: TL	7.50	Director	$0	$0	$0
BRANDI CORBIN	CO-SCHOOL REP: BA	5.00	Director	$0	$0	$0
BRENDA FRIDMAN	CO-VP, WORKPLACE GIVING	5.00	Director	$0	$0	$0
CARLA LEIBOWITZ	CO-VP, WORKPLACE GIVING	5.00	Director	$0	$0	$0
CHEZ RUEDA	CO-SCHOOL REP: ARROYO	5.00	Director	$0	$0	$0
CORBIE KIERNAN	CO-SCHOOL REP: TL	5.00	Director	$0	$0	$0
DAN FRIDMAN	VP, BUSINESS SPONSORSHIP	5.00	Director	$0	$0	$0
DEBBIE BLUCHER	VP, EVENTS	5.00	Director	$0	$0	$0
ELLEN SHIN LACEY	CO-SCHOOL REP: ARUNDEL	5.00	Director	$0	$0	$0
ERICA MILLER	CO-SCHOOL REP: BA	5.00	Director	$0	$0	$0
JENNIE ROMEO	VP, SCHOOL REPS	5.00	Director	$0	$0	$0
JESSIE MYERS	VP, MARKETING	5.00	Director	$0	$0	$0
JIE JACQUOT	CO-SCHOOL REP: CHARTER	2.00	Director	$0	$0	$0
KATY MOSSAWIR	TREASURER	10.00	Officer Director	$0	$0	$0
KIERSTEN DANIEL BACA	CO-SCHOOL REP: HEATHER	5.00	Director	$0	$0	$0
KIRSTEN KELL	CO-SCHOOL REP CMS	5.00	Director	$0	$0	$0
KRISTEN CARLSON	CO-VP, LEADERSHIP CIRCLE	2.00	Director	$0	$0	$0
MADHURA KUMAR VINAY	CO-SCHOOL REP: MARIPOSA	5.00	Director	$0	$0	$0
MELISSA SCHMIDT	PRESIDENT	15.00	Officer Director	$0	$0	$0
MICHELLE CHOY	CO-SCHOOL REP: HEATHER	5.00	Director	$0	$0	$0
PAIGE SCOTT	AUDIT CHAIR	1.00	Director	$0	$0	$0
PAT PHILLIPS	INVESTMENT COMMITTEE CHAIR	2.00	Director	$0	$0	$0
REGAN PARKER	CO-SCHOOL REP: WO	5.00	Director	$0	$0	$0
SHEILA BRAR	VP, SCHOOL REPS	5.00	Director	$0	$0	$0
THERESA MCDERMIT	SECRETARY	5.00	Officer Director	$0	$0	$0
TIFFANY BLACK	CO-SCHOOL REP: ARUNDEL	5.00	Director	$0	$0	$0
TRISHA LEBUS	CO-SCHOOL REP: ARROYO	5.00	Director	$0	$0	$0
TWISHA ANAND	CO-SCHOOL REP: CHARTER	5.00	Director	$0	$0	$0
KATHY PARMER-LOHAN	EXECUTIVE DIRECTOR	40.00	Officer	$166,121	$6,824	$172,945

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	$4,041,292	$3,839,538	$8,218,807	$201,754
2024	$3,888,130	$3,758,107	$7,657,882	$130,023
2023	$3,886,199	$3,632,059	$7,172,586	$254,140
2022	$4,839,708	$3,752,433	$6,778,148	$1,087,275
2021	$4,409,865	$3,945,768	$7,344,346	$464,097
2020	$4,000,118	$3,145,899	$6,472,303	$854,219
2019	$3,246,127	$2,869,262	$5,600,378	$376,865
2018	$3,031,748	$2,824,932	$5,178,993	$206,816

SAN CARLOS EDUCATIONAL FOUNDATION