SOUTH BURLINGTON SCHOOLS FOUNDATION FOR EDUCATIONAL ADVANCEMENT INC (EIN 200923381) - 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

2004

Legal Domicile

Principal Officer

JOANNE ABATE

Phone

8026527004

Tax Period

2025-01-01 to 2025-12-31

SOUTH BURLINGTON SCHOOLS FOUNDATION FOR EDUCATIONAL ADVANCEMENT INC, founded in 2004, is a small nonprofit in the Education sector that reported $331K in total revenue in fiscal year 2025. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $253K, a strong 76% operating margin.

Mission

THE SOUTH BURLINGTON SCHOOLS FOUNDATION FOR EDUCATIONAL ADVANCEMENT'S MISSION IS TO SUPPORT THE SCHOOL DISTRICT'S EFFORTS TO ENSURE THAT EACH STUDENT POSSESSES THE KNOWLEDGE, SKILLS AND CHARACTER TO CREATE A SUCCESSFUL AND RESPONSIBLE LIFE. WE DO THIS BY RAISING FUNDS THAT FISCALLY SUPPORT THE DISTRICT'S PROGRAMS AND INITIATIVES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $287,307

Program Service Revenue $0

Investment Income $44,183

Other Revenue $0

TOTAL REVENUE $331,490

Expense Breakdown

Grants Paid $70,581

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,621

Other Expenses $8,040

TOTAL EXPENSES $78,621

Year-over-Year Comparison

	2025	2024	Change
Revenue	$331,490	$134,651	+1.5%
Expenses	$78,621	$74,520	+0.1%
Net Income	$252,869	$60,131	+3.2%

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
JOANNE ABATE	EXECUTIVE DI	10.00	Officer Director	$0	$0	$0
PATRICK BURKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH CLARKE	DIRECTOR	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	$331,490	$78,621	$1,131,962	$252,869
2024	No data	No data	No data	No data
2023	$72,923	$52,271	$818,962	$20,652
2022	$111,243	$60,126	$798,310	$51,117
2021	$107,865	$44,550	$747,193	$63,315
2020	$70,378	$47,168	$683,878	$23,210
2019	$90,014	$53,887	$660,668	$36,127
2018	$104,712	$53,843	$624,541	$50,869

SOUTH BURLINGTON SCHOOLS FOUNDATION FOR EDUCATIONAL ADVANCEMENT INC