CAPISTRANO UNIFIED EDUCATION ASSN (EIN 952512864) - 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

1968

Legal Domicile

Principal Officer

RAUL VEGA JR

Phone

9499002280

Tax Period

2023-09-01 to 2024-08-31

CAPISTRANO UNIFIED EDUCATION ASSN, founded in 1968, is a small nonprofit that reported $737K in total revenue in fiscal year 2023.

Mission

TO PROMOTE THE WELFARE AND INTERESTS OF THE EMPLOYEES OF THE CAPISTRANO UNIFIED SCHOOL DISTRICT.

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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 $0

Program Service Revenue $688,791

Investment Income $14,249

Other Revenue $33,924

TOTAL REVENUE $736,964

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $184,166

Fundraising Expenses $0

Program Expenses $669,433

Other Expenses $584,372

TOTAL EXPENSES $776,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$736,964	$728,246	+0.0%
Expenses	$776,538	$755,878	+0.0%
Net Income	$-39,574	$-27,632	+0.4%

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

N/A

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

$25,398

Total Directors

$12,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOY SCHNAPPER	PRESIDENT	20.00	Officer	$8,400	$0	$8,400
GREG YOUNG	1ST VICE PRE	5.00	Officer	$4,300	$0	$4,300
JENNIFER VEGA	2ND VICE PRE	5.00	Officer	$3,500	$0	$3,500
MANISHA FISH	SECRETARY/EL	5.00	Officer Director	$5,099	$0	$5,099
RAUL VEGA JR	TREASURER	20.00	Officer	$4,099	$0	$4,099
ANGELICA SANDOVAL-MARTINE	ELEM REP AT	2.00	Director	$0	$428	$428
MICHELLE PROCTOR	ELEM REP AT	2.00	Director	$0	$599	$599
MATT ATILANO	MID REP AT L	2.00	Director	$0	$599	$599
BILL KAISER	HIGH REP AT	2.00	Director	$0	$0	$0
MARGIE BLACK	CTA STATE CO	2.00	Director	$0	$3,000	$3,000
ROBYN NIXON	CTA STATE CO	2.00	Director	$0	$1,000	$1,000
ANDREA ROMERO	CTA STATE CO	2.00	Director	$0	$1,000	$1,000
NICHOLAS DEWALD	CTA STATE CO	2.00	Director	$0	$400	$400

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	$736,964	$776,538	$2,007,870	$-39,574
2023	$728,246	$755,878	$2,014,021	$-27,632
2022	$694,270	$618,428	$2,024,805	$75,842
2021	$597,960	$496,219	$1,963,006	$101,741
2020	$692,081	$461,424	$1,946,431	$230,657
2019	$584,816	$526,296	$1,654,541	$58,520
2018	$591,147	$504,006	$1,663,357	$87,141

CAPISTRANO UNIFIED EDUCATION ASSN