San Juan Education Foundation (EIN 943160088) - 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

1993

Legal Domicile

Phone

9169890852

Tax Period

2024-01-01 to 2024-12-31

San Juan Education Foundation, founded in 1993, is a small nonprofit in the Community Improvement sector that reported $278K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $245K left a modest 12% surplus.

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.

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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 $211,893

Program Service Revenue $0

Investment Income $13,947

Other Revenue $51,740

TOTAL REVENUE $277,580

Expense Breakdown

Grants Paid $158,672

Salaries & Benefits $0

Fundraising Expenses $5,206

Program Expenses $235,898

Other Expenses $86,770

TOTAL EXPENSES $245,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,580	$367,362	-0.2%
Expenses	$245,442	$157,432	+0.6%
Net Income	$32,138	$209,930	-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
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
ANGILEENA HAYES	Director	1.00	Director	$0	$0	$0
MELISA JAMES	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

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
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

San Juan Education Foundation