Scottsdale Unified School District Foundation (EIN 201862632) - 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

KRISTIN COX

Phone

4803826075

Tax Period

2024-07-01 to 2025-06-30

Scottsdale Unified School District Foundation, founded in 2004, is a small nonprofit that reported $229K in total revenue in fiscal year 2024. The organization ran a surplus of $66K, a strong 29% operating margin.

Mission

THE MISSION OF THE SCOTTSDALE UNIFIED SCHOOL DISTRICT FOUNDATION IS TO HELP ALL STUDENTS WITHIN THE SCOTTSDALE UNIFIED SCHOOL DISTRICT SUSD ACHIEVE EDUCATIONAL EXCELLENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $228,153

Program Service Revenue $0

Investment Income $8,351

Other Revenue $-7,225

TOTAL REVENUE $229,279

Expense Breakdown

Grants Paid $127,500

Salaries & Benefits $0

Fundraising Expenses $13,457

Program Expenses $137,818

Other Expenses $36,163

TOTAL EXPENSES $163,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,279	$236,382	0.0%
Expenses	$163,663	$195,221	-0.2%
Net Income	$65,616	$41,161	+0.6%

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
KRISTEN SHROYER	CHAIR	002.00	Officer Director	$0	$0	$0
KRISTIN COX	VICE-CHAIR	001.50	Officer Director	$0	$0	$0
MARK COLTVET	TREASURER	001.25	Officer Director	$0	$0	$0
KEVIN MAXWELL	SECRETARY	001.00	Officer Director	$0	$0	$0
NAN STROHMAIER	PAST CHAIRMAN	002.00	Officer Director	$0	$0	$0
ANDY FILLION	DIRECTOR	001.50	Director	$0	$0	$0
DANIEL PEDEN	DIRECTOR	001.00	Director	$0	$0	$0
EVAN JUDGE	DIRECTOR	001.00	Director	$0	$0	$0
JOE HOLCOMBE	DIRECTOR	001.00	Director	$0	$0	$0
JULIANA NORVELL	DIRECTOR	001.00	Director	$0	$0	$0
KRISTINE MILLAR	DIRECTOR	001.50	Director	$0	$0	$0
MILISSA SACKOS	DIRECTOR	001.00	Director	$0	$0	$0
RAOUL ZUBIA	DIRECTOR FROM 02/01/25	001.00	Director	$0	$0	$0
ROBB VAULES	DIRECTOR	001.00	Director	$0	$0	$0
SETH KAPLAN	DIRECTOR	001.00	Director	$0	$0	$0
KRISTI RIEMER	DIRECTOR UNTIL 04/30/25	001.50	Director	$0	$0	$0
CAROLINA STORMS	DIRECTOR UNTIL 03/01/25	000.50	Director	$0	$0	$0
JAMES ANDERSON	DIRECTOR UNTIL 10/31/24	000.50	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	$229,279	$163,663	$435,762	$65,616
2024	$236,382	$195,221	$370,146	$41,161
2023	$193,439	$185,590	$328,985	$7,849
2022	$307,814	$271,796	$321,136	$36,018
2021	$243,775	$171,761	$283,119	$72,014
2020	$101,172	$137,249	$257,595	$-36,077
2019	$165,265	$144,628	$243,672	$20,637

Scottsdale Unified School District Foundation