SAN DIEGO EDUCATION FUND

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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

1954

Legal Domicile

Principal Officer

SUSAN HOEKENGA

Phone

6197257665

Tax Period

2022-07-01 to 2023-06-30

SAN DIEGO EDUCATION FUND, founded in 1954, is a small nonprofit in the Health Care sector that reported $181K in total revenue in fiscal year 2022. Net assets of $1.4M represent 92 months of operating reserves.

Mission

PROVIDE COUNSELING AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHICH ENABLES THEM TO EITHER BECOME TEACHERS IN THE SAN DIEGO UNIFIED SCHOOL DISTRICT OR TO MAJOR IN MATH AND SCIENCE FIELDS.

Program Service Accomplishments

Program 1

Expenses: $137,875

PROVIDE COUNSELING AND SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHICH ENABLES THEM TO EITHER BECOME TEACHERS IN THE SAN DIEGO UNIFIED SCHOOL DISTRICT OR TO MAJOR IN MATH AND SCIENCE FIELDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $163,172

Program Service Revenue $0

Investment Income $17,941

Other Revenue $0

TOTAL REVENUE $181,113

Expense Breakdown

Grants Paid $56,000

Salaries & Benefits $0

Fundraising Expenses $17,254

Program Expenses $137,875

Other Expenses $123,396

TOTAL EXPENSES $179,396

Year-over-Year Comparison

	2022	2021	Change
Revenue	$181,113	$187,492	0.0%
Expenses	$179,396	$192,619	-0.1%
Net Income	$1,717	$-5,127	-1.3%

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

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
SUSAN HOEKENGA	PRESIDENT	5.00	Officer Director	$0	$0	$0
SHARON WHITEHURST-PAYNE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY ANN MONTGOMERY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MAUREEN LAMBERTI	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINA CONLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA BROWN	COMMUNITY VOLUNTEER	1.00	Director	$0	$0	$0
RHONA MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
TERT SORIANO	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY MOORE	SDUSD LIAISON	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$181,113	$179,396	$1,383,231	$1,717
2022	$187,492	$192,619	$1,316,408	$-5,127
2021	$232,622	$207,401	$1,517,038	$25,221
2020	$208,011	$208,105	$1,300,003	$-94
2019	$286,834	$231,163	$1,342,212	$55,671