CUSD FOUNDATION INC

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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

LARNEY FOWLER

Phone

9492349570

Tax Period

2017-07-01 to 2018-06-30

CUSD FOUNDATION INC, founded in 1982, is a micro nonprofit that reported $96K in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year. Expenses of $111K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE TO DEVELOP A BROAD BASED PARTNERSHIP TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE STUDENTS WITHIN THE CAPISTANO UNIFIED SCHOOL DISTRICT BY LINKING THE TALENTS, ENERGY, AND RESOURCES OF EDUCATION, BUSINESS, AND THE COMMUNITY.

Program Service Accomplishments

Program 1

N/A

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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 (2017)

Revenue Breakdown

Contributions & Grants $16,447

Program Service Revenue $0

Investment Income $38

Other Revenue $79,656

TOTAL REVENUE $96,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,216

Other Expenses $111,141

TOTAL EXPENSES $111,141

Year-over-Year Comparison

	2017	2016	Change
Revenue	$96,141	$103,949	-0.1%
Expenses	$111,141	$133,464	-0.2%
Net Income	$-15,000	$-29,515	-0.5%

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

N/A

Volunteers

N/A

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
LARNEY FOWLER	PRESIDENT	N/A	Officer	$0	$0	$0
ENZO SCOGNAMIGLIO	GEN BOARD DI	N/A	Officer	$0	$0	$0
JEFF MONTEJANO	VICE PRESIDE	N/A	Officer	$0	$0	$0
LAVAL BREWER	SECRETARY	N/A	Officer	$0	$0	$0
PAUL SIMONDS	GEN BOARD DI	N/A	Officer	$0	$0	$0
SUSIE CASKEY	GEN BOARD DI	N/A	Officer	$0	$0	$0
MALINDA GOLLER	TREASURER	N/A	Officer	$0	$0	$0
JOON LOPEZ	GEN BOARD DI	N/A	Officer	$0	$0	$0
NOEL JOVER	GEN BOARD DI	N/A	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
2018	$96,141	$111,141	$97,770	$-15,000