Sequoia High School Education Foundation (EIN 943181333) - 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

2004

Legal Domicile

Principal Officer

Erica Carter

Phone

6507993138

Tax Period

2023-09-01 to 2024-08-31

Sequoia High School Education Foundation, founded in 2004, is a small nonprofit in the Education sector that reported $957K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 50% operating deficit.

Mission

Raise funds through direct contributions and events to purchase educational equipment and provide educational enrichment and social programs for Sequoia High School.

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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 (2023)

Revenue Breakdown

Contributions & Grants $758,788

Program Service Revenue $0

Investment Income $198,247

Other Revenue $0

TOTAL REVENUE $957,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,030

Fundraising Expenses $25,799

Program Expenses $1,389,111

Other Expenses $1,390,770

TOTAL EXPENSES $1,438,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$957,035	$1,320,375	-0.3%
Expenses	$1,438,800	$939,412	+0.5%
Net Income	$-481,765	$380,963	-2.3%

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

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

$44,362

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marianne Jett	Co-President	4.00	Officer Director	$0	$0	$0
Bethany Mateosian	Co-President	4.00	Officer Director	$0	$0	$0
Sean Priest	SHS Principal	4.00	Director	$0	$0	$0
Sean Folan	Treasurer	4.00	Officer Director	$0	$0	$0
Anjanette Lundell	Secretary	4.00	Officer Director	$0	$0	$0
Hilary Paulson	Foundation Manager	4.00	Director	$44,362	$0	$44,362
Margaret Brockman	Leadership Circle, Chair	4.00	Director	$0	$0	$0
Christopher Kashap	Events Co-Chair	4.00	Director	$0	$0	$0
Elisa Nino-Sears	Community/Alumni Relations	4.00	Director	$0	$0	$0
Aimee Swanson	Boosters Liaison	4.00	Director	$0	$0	$0
Ben Politzer	Visual & Performing Arts L	4.00	Director	$0	$0	$0
Jackie King	Business Sponsorship Progr	4.00	Director	$0	$0	$0
Susan Raymond	Database Chair	4.00	Director	$0	$0	$0
Leslie Ostrander	Chair, Freshman Welcome Ni	4.00	Director	$0	$0	$0
Tessa Yeager	Staff Liaison	4.00	Director	$0	$0	$0
Karen Gebhart	PTSA Liaison	4.00	Director	$0	$0	$0
Danielle Van Wert	Chair, Freshman Welcome Ni	4.00	Director	$0	$0	$0
Ann Kamensky	Family Support & ELAC Liaison	4.00	Director	$0	$0	$0
Colin Goodwin	Graphic Design/Marketing Chair	4.00	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	No data	No data	No data	No data
2024	$957,035	$1,438,800	$2,778,824	$-481,765
2023	$1,320,375	$939,412	$3,219,983	$380,963
2022	$1,255,269	$1,099,013	$2,807,902	$156,256
2021	$1,104,237	$758,745	$2,898,622	$345,492
2020	$1,046,115	$837,452	$2,430,970	$208,663
2019	$945,310	$765,569	$2,162,103	$179,741
2018	$766,591	$626,098	$1,990,670	$140,493

Sequoia High School Education Foundation