Fort Zumwalt Public School Education Foundation (EIN 204082734) - 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

2005

Legal Domicile

Principal Officer

Erin Williams

Tax Period

2023-07-01 to 2024-06-30

Fort Zumwalt Public School Education Foundation, founded in 2005, is a micro nonprofit in the Education sector that reported $80K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Net assets of $247K represent 37 months of operating reserves.

Mission

College scholarships for future teachers in high needs areas.

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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 $52,401

Program Service Revenue $0

Investment Income $283

Other Revenue $26,913

TOTAL REVENUE $79,597

Expense Breakdown

Grants Paid $76,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,500

Other Expenses $1,500

TOTAL EXPENSES $77,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,597	$96,355	-0.2%
Expenses	$77,500	$41,500	+0.9%
Net Income	$2,097	$54,855	-1.0%

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

$332,280

Total Directors

$215,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeremy Moore	Director - Treasurer	1.00	Officer Director	$0	$0	$163,860
Erin Williams	Director - President	1.00	Officer	$0	$0	$117,000
Robin Bira	Director - Vice President	1.00	Officer Director	$0	$0	$51,420
Dr Paul Myers	Ex Officio Director	0.00	Director	$0	$0	$0
Dr Henry St Pierre	Ex Officio Director	0.00	Director	$0	$0	$0
Jackie Kessler	Director	0.00	Director	$0	$0	$0
Ronnie Epps	Director	0.00	Director	$0	$0	$0
Dr Jackie Floyd	Director - Secretary	0.00	Officer 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	No data	No data	No data	No data
2024	$79,597	$77,500	$247,047	$2,097
2023	$96,355	$41,500	$244,950	$54,855
2022	$40,791	$29,375	$190,095	$11,416
2021	$23,202	$85,385	$178,679	$-62,183
2020	$59,423	$37,948	$240,862	$21,475
2019	$55,559	$45,325	$219,387	$10,234
2018	$39,271	$57,267	$209,153	$-17,996

Fort Zumwalt Public School Education Foundation