THE SANTA MONICA COLLEGE FOUNDATION (EIN 956047779) - 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

1956

Legal Domicile

Principal Officer

ELIZABETH A MOORE

Phone

3104344215

Tax Period

2024-07-01 to 2025-06-30

THE SANTA MONICA COLLEGE FOUNDATION, founded in 1956, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.7M, a strong 47% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO SANTA MONICA COLLEGE STUDENTS.

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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 $4,140,903

Program Service Revenue $0

Investment Income $3,582,583

Other Revenue $0

TOTAL REVENUE $7,723,486

Expense Breakdown

Grants Paid $3,092,871

Salaries & Benefits $504,847

Fundraising Expenses $271,072

Program Expenses $3,315,309

Other Expenses $461,192

TOTAL EXPENSES $4,058,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,723,486	$5,009,556	+0.5%
Expenses	$4,058,910	$3,159,579	+0.3%
Net Income	$3,664,576	$1,849,977	+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

1812

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

$363,313

Total Directors

$1,286,282

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH A MOORE	CEO/PRESIDENT	40.00	Officer Director	$92,680	$66,892	$363,313
MARGARET SOHAGI	CHAIR	1.00	Officer Director	$0	$0	$0
SPRING ASPERS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK IVENER	TREASURER(TO 02/25)/DIR.(FROM 02/25)	1.00	Officer Director	$0	$0	$0
DEANNA HANSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES CASTRO	DIR.(TO 02/25)/TREASURER(FR 02/25)	1.00	Officer Director	$0	$0	$0
DONALD GIRARD	DIRECTOR	1.00	Director	$0	$111,249	$424,490
DR TIFFANY GRUNWALD	DIRECTOR	1.00	Director	$0	$0	$0
DR KATHRYN E JEFFERY	DIRECTOR	1.00	Director	$0	$111,798	$498,479
JEFF LIPP	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
DR AVA SHAMBAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK VERGE	DIRECTOR	1.00	Director	$0	$0	$0
DOUG SCHERRER	DIRECTOR	1.00	Director	$0	$0	$0
GREG MORENO	DIRECTOR (TO 02/25)	1.00	Director	$0	$0	$0
TRACY BEIDLEMAN	DIRECTOR OF GRANTS	40.00	Highest	$0	$65,576	$202,735
ISOM CHANAIWA	ACCOUNTING MANAGER	40.00	Highest	$0	$54,539	$177,469

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
2025	$7,723,486	$4,058,910	$44,900,880	$3,664,576
2024	No data	No data	No data	No data
2023	$4,860,408	$2,942,303	$35,629,223	$1,918,105
2022	$5,618,843	$3,381,988	$31,911,000	$2,236,855
2021	$10,126,072	$3,134,262	$35,976,689	$6,991,810
2020	$4,175,313	$2,523,884	$27,940,456	$1,651,429
2019	$2,808,147	$2,357,479	$26,434,005	$450,668
2018	$3,762,374	$2,166,726	$24,950,671	$1,595,648

THE SANTA MONICA COLLEGE FOUNDATION