PALOS VERDES PENINSULA EDUCATION FOUNDATION (EIN 953498211) - 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

1980

Legal Domicile

Principal Officer

LAURA HUGHES

Phone

3103782278

Tax Period

2023-07-01 to 2024-06-30

PALOS VERDES PENINSULA EDUCATION FOUNDATION, founded in 1980, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

SUPPORT THE PALOS VERDES PENINSULA UNIFIED SCHOOL DISTRICT TO HELP FUND EDUCATIONAL PROGRAMS THAT PROVIDE HIGH QUALITY PUBLIC EDUCATION.

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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 $2,582,233

Program Service Revenue $1,626,620

Investment Income $194,571

Other Revenue $-201,583

TOTAL REVENUE $4,201,841

Expense Breakdown

Grants Paid $2,106,230

Salaries & Benefits $1,608,212

Fundraising Expenses $326,284

Program Expenses $3,643,384

Other Expenses $481,043

TOTAL EXPENSES $4,195,485

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,201,841	$4,540,776	-0.1%
Expenses	$4,195,485	$4,010,249	+0.0%
Net Income	$6,356	$530,527	-1.0%

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

221

Volunteers

130

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

$97,618

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEN MENTESANA	PRESIDENT	2.00	Officer Director	$0	$0	$0
KELLY COOK	VP FUNDRAISING	1.00	Officer Director	$0	$0	$0
TODD HOLINGSHEAD	VP FINANCE	1.00	Officer Director	$0	$0	$0
ALEX KOUZMANOFF	VP MAJOR DONOR	1.00	Officer Director	$0	$0	$0
BETTY LIN PETERSON	VP BOARD GOVERNANCE	1.00	Officer Director	$0	$0	$0
WENDY MOULTON	VP COMMUNITY RELATIONS	1.00	Officer Director	$0	$0	$0
CORRY MATTHEWS	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNY CAPONE	TRUSTEE	1.00	Director	$0	$0	$0
JEAN CHRISTEN	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN DESAI	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE ENRIQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
CARLIE GARBER	TRUSTEE	1.00	Director	$0	$0	$0
MARIKO HAMA	TRUSTEE	1.00	Director	$0	$0	$0
JENNY HANDJIAN	TRUSTEE	1.00	Director	$0	$0	$0
MOISE INNOCENT	TRUSTEE	1.00	Director	$0	$0	$0
CONNIE LAI	TRUSTEE	1.00	Director	$0	$0	$0
GINA MCDUFFIE	TRUSTEE	1.00	Director	$0	$0	$0
KIANNA MODIR-SHAPIRO	TRUSTEE	1.00	Director	$0	$0	$0
KEYLA MONTGOMERY	TRUSTEE	1.00	Director	$0	$0	$0
LISA PAOLLUCCI	TRUSTEE	1.00	Director	$0	$0	$0
ANNA SUDETH	TRUSTEE	1.00	Director	$0	$0	$0
STEFANIE TURNER	TRUSTEE	1.00	Director	$0	$0	$0
LAURA HUGHES	EXECUTIVE DIRECTOR	50.00	Officer	$91,234	$6,384	$97,618

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	$4,201,841	$4,195,485	$7,491,541	$6,356
2023	$4,540,776	$4,010,249	$6,803,772	$530,527
2022	$4,006,165	$3,476,475	$6,299,603	$529,690
2021	$3,154,981	$3,262,111	$6,224,049	$-107,130
2020	$3,493,818	$3,760,095	$5,261,981	$-266,277
2019	$4,190,381	$4,309,340	$5,415,360	$-118,959
2018	$4,155,725	$4,414,169	$5,365,197	$-258,444

PALOS VERDES PENINSULA EDUCATION FOUNDATION