Los Alamitos Education Foundation

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

Carrie Logue

Phone

5622776876

Tax Period

2024-01-01 to 2024-12-31

Los Alamitos Education Foundation, founded in 1982, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024.

Mission

Partner with the Los Alamitos Unified School District to provide initiatives, programs and funding for programs that measurably improve student achievement throughout the District's schools.

Program Service Accomplishments

Program 1

Expenses: $1,074,482 Revenue: $1,151,712

After school enrichment programs including arts programs for grades K-12, including free Elementary Spanish classes. Students who were eligible for the "Free or Reduced Lunch" program with the...

After school enrichment programs including arts programs for grades K-12, including free Elementary Spanish classes. Students who were eligible for the "Free or Reduced Lunch" program with the district are automatically awarded a reduction in fees.

Program 2

Expenses: $388,717 Revenue: $341,078

Summer sports camps and summer camps in the arts. Los Alamitos Unified School District coaches and directors team up with LAEF to provide camps for children from grades K-12. Camps vary in length...

Summer sports camps and summer camps in the arts. Los Alamitos Unified School District coaches and directors team up with LAEF to provide camps for children from grades K-12. Camps vary in length from one week to seven weeks and take place on district campuses. Sports camps include basketball, soccer, volleyball, track and field and more. Camps in the arts include show choir and dance.

Program 3

Expenses: $321,033 Revenue: $55,923

Donations to the school district. LAEF believes in audacious goals and its current programs are just the beginning. As LAEF grows, the sucess of students and the greater community will grow. LAEF is always looking to offer more specialized classes to stay ahead of the curve on enriching minds and inspiring success. LAEF is continuing to raise funds for the district to use as needs are constantly evolving; whether it continues to be targeting teachers or a new program forseen by district administration, staff or parents.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $381,465

Program Service Revenue $1,779,694

Investment Income $20,615

Other Revenue $7,200

TOTAL REVENUE $2,188,974

Expense Breakdown

Grants Paid $296,451

Salaries & Benefits $983,151

Fundraising Expenses $97,033

Program Expenses $2,054,671

Other Expenses $943,763

TOTAL EXPENSES $2,223,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,188,974	$2,147,812	+0.0%
Expenses	$2,223,365	$1,718,784	+0.3%
Net Income	$-34,391	$429,028	-1.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carrie Logue	Executive Director	40.00		$154,812	$0	$154,812
Felicia Gonzalez	Past Chair	1.00	Officer Director	$0	$0	$0
Kendra Jones	Chair	1.00	Officer Director	$0	$0	$0
Matt Herrick	Vice Chair	1.00	Officer Director	$0	$0	$0
Leanne Voight	Director	1.00	Director	$0	$0	$0
Troy Yoshida	Treasurer	1.00	Officer Director	$0	$0	$0
Christine Coxhill	Secretary	1.00	Officer Director	$0	$0	$0
Nilesh Vora	Director	1.00	Director	$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	$2,188,974	$2,223,365	$1,246,366	$-34,391
2023	$2,147,812	$1,718,784	$1,261,079	$429,028
2022	$1,665,246	$1,730,058	$781,681	$-64,812
2021	$1,461,081	$1,293,675	$811,597	$167,406
2020	$1,106,571	$1,099,413	$466,141	$7,158
2019	$1,479,571	$1,373,888	$620,079	$105,683
2018	$1,387,460	$1,327,708	$478,240	$59,752