Los Alamitos Education Foundation (EIN 953756247) - 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

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.

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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 (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

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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

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

Los Alamitos Education Foundation