VISALIA EDUCATION FOUNDATION (EIN 942900046) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

ELAINE RUBIO

Phone

5592602182

Tax Period

2024-07-01 to 2025-06-30

VISALIA EDUCATION FOUNDATION, founded in 1984, is a small nonprofit in the Education sector that reported $245K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $47K, a strong 19% operating margin.

Mission

TO ENHANCE AND SUPPORT EDUCATION AND EDUCATIONAL PROJECTS OF THE VISALIA UNIFIED SCHOOL DISTRICT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,207

Program Service Revenue $0

Investment Income $47,119

Other Revenue $192,652

TOTAL REVENUE $244,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $189,095

Other Expenses $197,858

TOTAL EXPENSES $197,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,978	$217,815	+0.1%
Expenses	$197,858	$188,163	+0.1%
Net Income	$47,120	$29,652	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE RUBIO	PRESIDENT	003.00	Director	$0	$0	$0
ALLISON KLEINSTEUBER	VICE PRESIDENT	003.00	Director	$0	$0	$0
JOANNE BAWKS	VICE PRESIDENT	003.00	Director	$0	$0	$0
BARBARA MAYEDA	SECRETARY	003.00	Director	$0	$0	$0
JUDY OTO	TREASURER	003.00	Director	$0	$0	$0
MYRON SHEKLIAN	DIRECTOR	001.00	Director	$0	$0	$0
SUSAN MATHEWS	DIRECTOR	001.00	Director	$0	$0	$0
DESTINEY NUTT	DIRECTOR	001.00	Director	$0	$0	$0
ERIK ANDERSON	DIRECTOR	001.00	Director	$0	$0	$0
JUAN LOPEZ	DIRECTOR	001.00	Director	$0	$0	$0
TERRY PETERSON	DIRECTOR	001.00	Director	$0	$0	$0
DEBBIE BARNS	DIRECTOR	001.00	Director	$0	$0	$0
SUSAN PASQUINI	DIRECTOR	001.00	Director	$0	$0	$0
EDDIE PEREZ	DIRECTOR	001.00	Director	$0	$0	$0
ALANA JOHNSON	DIRECTOR	001.00	Director	$0	$0	$0
MARTHA EMERY	DIRECTOR	001.00	Director	$0	$0	$0
LAURA PACE	DIRECTOR	001.00	Director	$0	$0	$0
SUSY PLUMMER	DIRECTOR	001.00	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	$244,978	$197,858	$724,679	$47,120
2024	No data	No data	No data	No data
2023	$157,581	$142,862	$647,907	$14,719
2022	$3,187	$163,552	$633,188	$-160,365
2021	$201,369	$158,271	$793,553	$43,098
2020	$224,927	$170,801	$750,455	$54,126
2019	$221,771	$224,135	$696,329	$-2,364
2018	$150,550	$182,404	$698,693	$-31,854

VISALIA EDUCATION FOUNDATION