LAGUNA BEACH EDUCATION FOUNDATION (EIN 953565451) - 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

1981

Legal Domicile

Principal Officer

JONATHON COHEN

Phone

9494946811

Tax Period

2022-07-01 to 2023-06-30

LAGUNA BEACH EDUCATION FOUNDATION, founded in 1981, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 22% operating deficit.

Mission

SCHOOLPOWER IS A VOLUNTEER-BASED, NON-PROFIT ORGANIZATION WHOSE MISSION IS TO RAISE MONEY TO ENRICH THE EDUCATION OF ALL CHILDREN IN THE LAGUNA BEACH 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 (2022)

Revenue Breakdown

Contributions & Grants $555,625

Program Service Revenue $330,674

Investment Income $0

Other Revenue $229,643

TOTAL REVENUE $1,115,942

Expense Breakdown

Grants Paid $331,524

Salaries & Benefits $289,494

Fundraising Expenses $30,468

Program Expenses $1,275,644

Other Expenses $738,058

TOTAL EXPENSES $1,359,076

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,115,942	$780,998	+0.4%
Expenses	$1,359,076	$543,585	+1.5%
Net Income	$-243,134	$237,413	-2.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE AND PETER ANDERSON	Director	1.00	Director	$0	$0	$0
ROB ALSHULER	Director	1.00	Director	$0	$0	$0
LISA AND STEVE BRITT	Director	1.00	Director	$0	$0	$0
LIZ PETER BLACK	Director	1.00	Director	$0	$0	$0
ASHLEY MIKE BROWN	VP PUB RELATION	1.00	Director	$0	$0	$0
KATIE AND SHAUN MACGILLIVRAY	Director	1.00	Director	$0	$0	$0
JONATHON COHEN	Treasurer	1.00	Director	$0	$0	$0
BILL AND KRISTINE FLYNN	Director	1.00	Director	$0	$0	$0
ANITA SANKARAN BORIS PISKUN	Director	1.00	Director	$0	$0	$0
CHRISTY AND BRIAN RAYBURN	Director	1.00	Director	$0	$0	$0
MEITAL AND AARON TAUB	Director	1.00	Director	$0	$0	$0
CHERLIN IAN KIRBY	Director	1.00	Director	$0	$0	$0
CATHY STUART ADAIR	Director	1.00	Director	$0	$0	$0
AEGEA DANIEL LEE	Director	1.00	Director	$0	$0	$0
AYESHA ROBIN MAHAPATRA	Director	1.00	Director	$0	$0	$0
JEFF DANIELLE ROEDERSHEIMER	Director	1.00	Director	$0	$0	$0
CARRIE CHAD NEAULT	Director	1.00	Director	$0	$0	$0
STACEY SCOTT SEMINOFF	Director	1.00	Director	$0	$0	$0
KRISTIN BRIAN TOVTIN	Director	1.00	Director	$0	$0	$0
ALEX MICHAEL CATTAN	Director	1.00	Director	$0	$0	$0
CHRISTIANE JED ENGEL	Director	1.00	Director	$0	$0	$0
ERICA TIM RAHALL	Director	1.00	Director	$0	$0	$0
ROBIN KENNEDY JOSH HALL	Director	1.00	Director	$0	$0	$0
NIDHEE AMIT SACHDEV	Director	1.00	Director	$0	$0	$0
JULIE GERSTEN GREG SHARENOW	Director	1.00	Director	$0	$0	$0
ASHLEY KEVIN WALDEN	Director	1.00	Director	$0	$0	$0
AARON AND CAROL MOSS	VP BRD DEVELOP.	1.00	Officer	$0	$0	$0
ERIN BERRYMAN ERIC BROUGHER	VP COMM IMPACT	1.00	Officer	$0	$0	$0
AMY DECHARY	President	1.00	Officer	$0	$0	$0
ANDREW AND IVA PAWLING	1ST VICE PRES	1.00	Officer	$0	$0	$0
PAUL AND ELIZABETH POHORESKY	Secretary	1.00	Officer	$0	$0	$0
HARPAL AND SHAHEEN SADHAL	PAST PRESIDENT	2.00	Officer	$0	$0	$0
DAVID AND MELISSA VERMILYA	MEMBER AT LARGE	1.00	Officer	$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	No data	No data	No data	No data
2023	$1,115,942	$1,359,076	$306,571	$-243,134
2022	$780,998	$543,585	$547,964	$237,413
2021	$622,072	$486,658	$310,664	$135,414
2020	$872,171	$810,156	$175,074	$62,015
2019	$1,076,013	$1,083,948	$113,029	$-7,935
2018	$1,049,412	$1,000,715	$120,964	$48,697

LAGUNA BEACH EDUCATION FOUNDATION