San Marino Schools Foundation (EIN 953507283) - 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

Allison Moller

Phone

6262997114

Tax Period

2023-07-01 to 2024-06-30

San Marino Schools Foundation, founded in 1980, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $5.0M represent 26 months of operating reserves.

Mission

SMSF's mission is to provide financial support to the San Marino Unified School District for its four schools Carver Elementary, Valentine Elementary, Huntington Middle School and San Marino High School and support full-time teachers.

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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 $2,105,376

Program Service Revenue $0

Investment Income $183,908

Other Revenue $640

TOTAL REVENUE $2,289,924

Expense Breakdown

Grants Paid $2,099,991

Salaries & Benefits $107,289

Fundraising Expenses $0

Program Expenses $2,338,932

Other Expenses $215,832

TOTAL EXPENSES $2,423,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,289,924	$2,084,605	+0.1%
Expenses	$2,423,112	$2,428,947	0.0%
Net Income	$-133,188	$-344,342	-0.6%

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

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

$77,713

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Oliveros	Manager	40.00	Officer	$77,713	$0	$77,713
Allison Moller	President	4.00	Officer Director	$0	$0	$0
Toby Hsieh	VP - Admin	2.00	Officer Director	$0	$0	$0
Tom Koch	VP-Fundraising	2.00	Officer Director	$0	$0	$0
Lisa Wang	Treasurer	2.00	Officer Director	$0	$0	$0
Rich Anthony	Secretary	4.00	Officer Director	$0	$0	$0
Julianna Balicka	Trustee	1.00	Director	$0	$0	$0
Andrew Chan	Trustee	1.00	Director	$0	$0	$0
Alvin Chen	Trustee	1.00	Director	$0	$0	$0
Charles Chien	Trustee	1.00	Director	$0	$0	$0
Leanne Chu	Trustee	1.00	Director	$0	$0	$0
Beth Davis	Trustee	4.00	Director	$0	$0	$0
Jennifer Dill Kamal	Trustee	1.00	Director	$0	$0	$0
Michele Esbenshade	Trustee	1.00	Director	$0	$0	$0
Dominic Hansa	Trustee	1.00	Director	$0	$0	$0
Issa Nesnas	Trustee	1.00	Director	$0	$0	$0
Laura Repstad	Trustee	1.00	Director	$0	$0	$0
Patty Sabo	Trustee	1.00	Director	$0	$0	$0
Maurice Saldebar	Trustee	1.00	Director	$0	$0	$0
Annie Shih	Trustee	1.00	Director	$0	$0	$0
Emily Vitan	Trustee	1.00	Director	$0	$0	$0
Alex Watlington	Trustee	1.00	Director	$0	$0	$0
Karen Wicke	Trustee	1.00	Director	$0	$0	$0
Daisy Wilson	Trustee	1.00	Director	$0	$0	$0
Tony Woo	Trustee	2.00	Director	$0	$0	$0
Alisa Yingling	Trustee	2.00	Director	$0	$0	$0
James Lau	Exec. Director	40.00		$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	$2,289,924	$2,423,112	$4,971,632	$-133,188
2023	$2,082,009	$2,473,011	$4,888,158	$-391,002
2022	$2,509,888	$2,315,946	$4,976,220	$193,942
2021	$3,483,281	$3,518,505	$5,989,460	$-35,224
2020	$3,271,048	$2,960,990	$5,483,776	$310,058
2019	$2,601,421	$6,840,813	$5,143,732	$-4,239,392
2018	$3,409,469	$1,566,066	$9,372,215	$1,843,403

San Marino Schools Foundation