San Juan 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

1993

Legal Domicile

Principal Officer

Baelee Zeiher

Phone

9165348677

Tax Period

2025-01-01 to 2025-12-31

San Juan Education Foundation, founded in 1993, is a small nonprofit in the Community Improvement sector that reported $349K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 28% operating margin.

Mission

Envisioning a San Juan Unified School District where funding is not a barrier to equitable opportunity and access, the mission of the San Juan Education Foundation is to harness the combined power of philanthropy and partnership to propel student achievement and enrich the lives of educators.

Program Service Accomplishments

Program 1

Expenses: $203,128

EXPENSES ARE PRIMARILY FOR GRANTS TO TEACHERS AND SCHOLARSHIPS TO STUDENTS WITHIN SAN JUAN UNIFED SCHOOL DISTRICT. THE FOUNDATION RUNS ON A VERY TIGHT BUDGET AND MANAGES IT'S ADMINISTRATIVE COSTS...

EXPENSES ARE PRIMARILY FOR GRANTS TO TEACHERS AND SCHOLARSHIPS TO STUDENTS WITHIN SAN JUAN UNIFED SCHOOL DISTRICT. THE FOUNDATION RUNS ON A VERY TIGHT BUDGET AND MANAGES IT'S ADMINISTRATIVE COSTS VERY CAREFULLY.

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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 $269,657

Program Service Revenue $0

Investment Income $28,153

Other Revenue $51,213

TOTAL REVENUE $349,023

Expense Breakdown

Grants Paid $140,023

Salaries & Benefits $0

Fundraising Expenses $27,949

Program Expenses $203,128

Other Expenses $110,507

TOTAL EXPENSES $250,530

Year-over-Year Comparison

	2025	2024	Change
Revenue	$349,023	$277,580	+0.3%
Expenses	$250,530	$245,442	+0.0%
Net Income	$98,493	$32,138	+2.1%

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
LISA BORREGO	Director	1.00	Director	$0	$0	$0
BRANDON IDA	Chairman	2.00	Officer Director	$0	$0	$0
SARAH GRONDIN	Director	1.00	Director	$0	$0	$0
LAURA WILLIAMS	Treasurer	2.00	Officer Director	$0	$0	$0
JONATHAN WESSON	Director	1.00	Director	$0	$0	$0
CHARLES COCHRAN	Director	1.00	Director	$0	$0	$0
BAELEE ZEIHER	Director	1.00	Director	$0	$0	$0
JULIA COCHRAN	Director	1.00	Director	$0	$0	$0
CAROLYN HOPKINS-VASQUEZ	Director	1.00	Director	$0	$0	$0
MICHAEL MCKIBBIN	Secretary	2.00	Officer Director	$0	$0	$0
JOHNNY PEREZ	Director	1.00	Director	$0	$0	$0
SHERRY SKELLY GRIFFITH	Director	1.00	Director	$0	$0	$0
VERA VACCARO	Vice President	2.00	Officer Director	$0	$0	$0
MATT CECCATO	Director	0.00	Director	$0	$0	$0
COLIN WALLACE	Director	0.00	Director	$0	$0	$0
CATRAYEL WOOD	Director	0.00	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	$349,023	$250,530	$649,854	$98,493
2024	$277,580	$245,442	$550,496	$32,138
2023	$367,362	$157,432	$543,358	$209,930
2022	$132,386	$159,877	$332,021	$-27,491
2021	$193,371	$162,990	$359,512	$30,381
2020	$357,093	$174,781	$329,131	$182,312
2019	$197,696	$186,872	$146,819	$10,824
2018	$192,243	$168,678	$135,995	$23,565