ISD NO 197 EDUCATIONAL FOUNDATION (EIN 200484389) - 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

2003

Legal Domicile

Principal Officer

LAURIE TOSTRUD

Phone

6127181105

Tax Period

2023-01-01 to 2023-12-31

ISD NO 197 EDUCATIONAL FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $110K in total revenue in fiscal year 2023. The organization ran a surplus of $68K, a strong 62% operating margin.

Mission

THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE FINANCIAL SUPPORT FOR EDUCATIONAL AND CURRICULAR PROGRAMS FOR STUDENTS IN ISD NTO. 197 AND TO ENHANCE EDUCATIONAL EXPERIENCES AND OPPORTUNITIES FOR STUDENTS FROM PRESCHOOL THROUGH GRADE 12 WITHIN THE ISD NO. 197 BOUNDARIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $61,064

Program Service Revenue $0

Investment Income $12,021

Other Revenue $36,730

TOTAL REVENUE $109,815

Expense Breakdown

Grants Paid $39,143

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,143

Other Expenses $2,720

TOTAL EXPENSES $41,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,815	N/A	N/A
Expenses	$41,863	N/A	N/A
Net Income	$67,952	$0	N/A

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
DEAN VERDOES	DIRECTOR	1.50	Director	$0	$0	$0
LUCAS KANAVATI	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER ASHLEY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MORAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGG CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT VAN	DIRECTOR	1.00	Director	$0	$0	$0
KENDRA KLEMME	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE TOSTRUD	PRESIDENT	2.00	Officer	$0	$0	$0
ERIN MUNSON	SECRETARY	1.00	Officer	$0	$0	$0
STEVEN ASHLEY	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$109,815	$41,863	$330,575	$67,952

ISD NO 197 EDUCATIONAL FOUNDATION