PORTERVILLE EDUCATION FOUNDATION

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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

1983

Legal Domicile

Phone

5597932456

Tax Period

2025-01-01 to 2025-12-31

PORTERVILLE EDUCATION FOUNDATION, founded in 1983, is a small nonprofit that reported $161K in total revenue in fiscal year 2025. Revenue fell 69% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $81K, a strong 50% operating margin.

Mission

PROMOTE EDUCATIONAL ACHIEVEMENTS OF STUDENTS BY FINANCIAL SUPPORT OF THE SCHOOL DISTRICT EDUCATION PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $80,329

AWARDS PROGRAM FOR STUDENTS RECEIVING SCHOLARSHIPS. SCHOLARSHIPS & WARDS TO STUDENTS. GRANT TO STUDENT READING PROGRAM. GRANTS TO VARIOUS SCHOOLS TO SUPPORT EDUCATIONAL ACTIVITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $34,025

Program Service Revenue $0

Investment Income $114,266

Other Revenue $13,070

TOTAL REVENUE $161,361

Expense Breakdown

Grants Paid $73,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,329

Other Expenses $7,204

TOTAL EXPENSES $80,329

Year-over-Year Comparison

	2025	2024	Change
Revenue	$161,361	$528,762	-0.7%
Expenses	$80,329	$66,882	+0.2%
Net Income	$81,032	$461,880	-0.8%

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

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
AL GARCIA	Director	0.50	Director	$0	$0	$0
RUDY RUIZ	Director	0.50	Director	$0	$0	$0
DENNIS SEXTON	Director	0.50	Director	$0	$0	$0
YURIKO VELARDE	Vice President	0.50	Officer Director	$0	$0	$0
ERIC PHILLIPS	President	0.50	Officer Director	$0	$0	$0
MARINA LOPEZ	Director	0.50	Director	$0	$0	$0
FELIPE MARTINEZ	Director	0.50	Director	$0	$0	$0
ABEL OJEDA	Director	0.50	Director	$0	$0	$0
ADAM ROMAN	Treasurer	0.50	Officer Director	$0	$0	$0
GILBERT BARENG	Director	0.05	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	$161,361	$80,329	$3,101,482	$81,032
2024	$528,762	$66,882	$2,780,082	$461,880
2023	$149,639	$106,771	$2,093,712	$42,868
2022	$139,612	$154,092	$1,829,650	$-14,480
2021	$135,789	$106,365	$2,236,056	$29,424
2020	$143,198	$115,426	$1,983,437	$27,772
2019	$163,425	$132,991	$1,794,584	$30,434
2018	$115,338	$143,753	$1,528,380	$-28,415