SOUTHERN CALIFORNIA EDUCATION FUND (EIN 953713168) - 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

1982

Legal Domicile

Principal Officer

ROBERT HOO

Phone

2137477112

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA EDUCATION FUND, founded in 1982, is a small nonprofit that reported $564K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $1.2M represent 26 months of operating reserves.

Mission

COMMUNITY DEVELOPMENT TRAINING PROGRAMS

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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 $375,290

Program Service Revenue $178,066

Investment Income $10,748

Other Revenue $0

TOTAL REVENUE $564,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $437,000

Fundraising Expenses $11,857

Program Expenses $505,221

Other Expenses $128,943

TOTAL EXPENSES $565,943

Year-over-Year Comparison

	2023	2022	Change
Revenue	$564,104	$624,676	-0.1%
Expenses	$565,943	$448,189	+0.3%
Net Income	$-1,839	$176,487	-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

Volunteers

875

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

$146,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAELA ASCENSIO	DIRECTOR	1.00	Director	$0	$0	$0
NORMA CASTILLO	SECRETARY	2.00	Officer Director	$0	$0	$0
CARLOS MAY	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
ORTENCIA RAMIREZ	TREASURER & CHIEF FINANCIA	2.00	Officer Director	$0	$0	$0
CHRIS WALTERS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WILLIAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT HOO	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$146,050

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	$564,104	$565,943	$1,317,246	$-1,839
2022	$624,676	$448,189	$1,230,692	$176,487
2021	$899,922	$431,550	$1,096,339	$468,372
2020	$604,824	$444,664	$674,680	$160,160
2019	$470,273	$491,201	$448,496	$-20,928

SOUTHERN CALIFORNIA EDUCATION FUND