SCHOOL DISTRICT 300 FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 134241799) - 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

2000

Legal Domicile

Principal Officer

DAVID WARD

Phone

8475518475

Tax Period

2020-07-01 to 2021-06-30

SCHOOL DISTRICT 300 FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 2000, is a small nonprofit in the Education sector that reported $210K in total revenue in fiscal year 2020. Revenue surged 423% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 86% operating margin.

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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 (2020)

Revenue Breakdown

Contributions & Grants $208,229

Program Service Revenue $0

Investment Income $29

Other Revenue $2,184

TOTAL REVENUE $210,442

Expense Breakdown

Grants Paid $10,218

Salaries & Benefits $0

Fundraising Expenses $817

Program Expenses $21,973

Other Expenses $18,301

TOTAL EXPENSES $28,519

Year-over-Year Comparison

	2020	2019	Change
Revenue	$210,442	$40,240	+4.2%
Expenses	$28,519	$56,670	-0.5%
Net Income	$181,923	$-16,430	-12.1%

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

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
DAVID WARD	CHAIRMAN	2.00	Officer Director	$0	$0	$0
VIRGINIA DONAHUE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANA MADERA	TREASURER	1.00	Officer Director	$0	$0	$0
IAN LAMP	IMMEDIATE PA	1.00	Director	$0	$0	$0
MARY GROSS	TRUSTEE	3.00	Director	$0	$0	$0
NANCY BLACKMAN	TRUSTEE	1.00	Director	$0	$0	$0
DIANE MAGERKO	TRUSTEE	2.00	Director	$0	$0	$0
CLIFF SURGES	TRUSTEE	1.00	Director	$0	$0	$0
ERIK JENSEN	TRUSTEE	1.00	Director	$0	$0	$0
FRED HEID	SUPERINTENDE	1.00	Director	$0	$0	$0
MICHAEL KOLBOURNE	TRUSTEE	1.00	Director	$0	$0	$0
KYLE AUSTIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA HOOVER	TRUSTEE	1.00	Director	$0	$0	$0
DEBBY SOSINE	TRUSTEE	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
2021	$210,442	$28,519	$308,805	$181,923

SCHOOL DISTRICT 300 FOUNDATION FOR EDUCATIONAL EXCELLENCE