SEVEN PEAKS SCHOOL FOUNDATION (EIN 201148111) - 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

THOMAS BAHRMAN

Phone

5412802055

Tax Period

2023-07-01 to 2024-06-30

SEVEN PEAKS SCHOOL FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $529K in total revenue in fiscal year 2023. Revenue surged 261% from the prior year, signaling strong growth momentum. The organization ran a surplus of $364K, a strong 69% operating margin.

Mission

TO FOSTER, SUPPORT, AND ENCOURAGE EDUCATION IN CENTRAL OREGON

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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 $335,289

Program Service Revenue $95,839

Investment Income $47,721

Other Revenue $49,907

TOTAL REVENUE $528,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $132,265

Program Expenses $23,874

Other Expenses $113,841

TOTAL EXPENSES $164,679

Year-over-Year Comparison

	2023	2022	Change
Revenue	$528,756	$146,448	+2.6%
Expenses	$164,679	$29,530	+4.6%
Net Income	$364,077	$116,918	+2.1%

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
HAYDEN WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS BAHRMAN	PRESIDENT	1.00	Officer	$0	$0	$0
DAVID SMILEY	SECRETARY	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	$528,756	$164,679	$2,482,681	$364,077
2023	$146,448	$29,530	$2,113,810	$116,918
2022	$70,040	$2,667	$1,996,892	$67,373
2021	$52,221	$524	$1,929,519	$51,697
2020	$1,158,193	$2,190,415	$1,777,822	$-1,032,222
2019	$250,285	$472,645	$3,521,887	$-222,360

SEVEN PEAKS SCHOOL FOUNDATION