LOS ALTOS EDUCATIONAL FOUNDATION (EIN 942862793) - 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

HEATHER MACDONALD

Phone

6505590445

Tax Period

2022-07-01 to 2023-06-30

LOS ALTOS EDUCATIONAL FOUNDATION, founded in 1982, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year. Expenses of $2.9M exceeded revenue, resulting in a 13% operating deficit.

Mission

IMPROVING STUDENT EDUCATION

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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 $2,758,925

Program Service Revenue $0

Investment Income $-175,229

Other Revenue $0

TOTAL REVENUE $2,583,696

Expense Breakdown

Grants Paid $2,533,500

Salaries & Benefits $246,063

Fundraising Expenses $270,097

Program Expenses $2,545,681

Other Expenses $139,747

TOTAL EXPENSES $2,919,310

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,583,696	$3,109,242	-0.2%
Expenses	$2,919,310	$2,926,948	0.0%
Net Income	$-335,614	$182,294	-2.8%

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

$143,619

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEKSANDRA STANOJEVIC	BOARD MEMBER	2.00	Director	$0	$0	$0
AMIE WANG	PRESIDENT	10.00	Officer Director	$0	$0	$0
EMILY HARRIS	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
JENSEN BARNA	BOARD MEMBER	5.00	Director	$0	$0	$0
JUSTIN MARTIN	CFO	7.00	Officer Director	$0	$0	$0
KRISTEN GKLAROS-STAVROPOULOS	BOARD MEMBER	2.00	Director	$0	$0	$0
RITA CHAN	BOARD MEMBER	5.00	Director	$0	$0	$0
STEVE APFELBERG	BOARD MEMBER	2.00	Director	$0	$0	$0
HILDA CHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
AUBREY WING	BOARD MEMBER	5.00	Director	$0	$0	$0
MARGO FELT	BOARD MEMBER	5.00	Director	$0	$0	$0
JP LU	SECRETARY	7.00	Officer Director	$0	$0	$0
CHRYSSA SANDERS	BOARD MEMBER	7.00	Director	$0	$0	$0
ERICH SCHMIDT	BOARD MEMBER	2.00	Director	$0	$0	$0
MASOUD VAKILI	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF ZEISLER	BOARD MEMBER	5.00	Director	$0	$0	$0
ADINA ARDELEAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JIALIN JIAO	BOARD MEMBER	2.00	Director	$0	$0	$0
RAMA MULPURI	BOARD MEMBER	2.00	Director	$0	$0	$0
NITA POLOJU	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER MACDONALD	EXECUTIVE DIRECTOR	40.00	Officer	$143,619	$0	$143,619

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	$2,583,696	$2,919,310	$3,283,221	$-335,614
2022	$3,109,242	$2,926,948	$3,083,406	$182,294
2021	$2,821,142	$2,936,703	$3,775,111	$-115,561
2020	$3,546,705	$3,385,589	$3,195,287	$161,116
2019	$3,659,698	$3,497,082	$3,102,037	$162,616
2018	$3,885,896	$3,640,153	$3,020,860	$245,743

LOS ALTOS EDUCATIONAL FOUNDATION