Ladue Education Foundation

EIN: 204762875 501(c)(3) Education

St Louis, MO

Total Revenue
$606,526
Total Expenses
$490,238
Total Assets
$2,058,459
Net Assets
$2,058,071
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
MO
Principal Officer
Julie Ferrie
Phone
3149835334
Tax Period
2023-07-01 to 2024-06-30

Ladue Education Foundation, founded in 2006, is a small nonprofit in the Education sector that reported $607K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $116K, a strong 19% operating margin.

Mission

The Mission of the Ladue Education Foundation is to advance the excellence of the Ladue School District by expanding opportunities for student success. We connect philanthropy with education to provide for world-class academic and enrichment opportunities, bringing together a community united in its belief in public education.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $565,896
Program Service Revenue $0
Investment Income $59,529
Other Revenue $-18,899
TOTAL REVENUE $606,526

Expense Breakdown

Grants Paid $303,090
Salaries & Benefits $120,086
Fundraising Expenses $58,311
Program Expenses $346,591
Other Expenses $59,895
TOTAL EXPENSES $490,238

Year-over-Year Comparison

2023 2022 Change
Revenue $606,526 $539,073 +0.1%
Expenses $490,238 $393,536 +0.2%
Net Income $116,288 $145,537 -0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
2
Volunteers
75

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
8
$70,970
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrea Bezzant President 5.00
Officer Director
$0 $0 $0
Jodi Minkler Secretary 5.00
Officer Director
$0 $0 $0
Aaron Early Treasurer 5.00
Officer Director
$0 $0 $0
Liz Little Alumni Council President 5.00
Officer Director
$0 $0 $0
Suzy Bronska Furlong Business and Community Par 5.00
Officer Director
$0 $0 $0
Emily Haas Communications Chair 2.00
Officer Director
$0 $0 $0
Anisha Bonty Member 2.00
Director
$0 $0 $0
Melissa Garza Member 2.00
Director
$0 $0 $0
Mike Minkler Member 2.00
Director
$0 $0 $0
Brent Sumner Member 2.00
Director
$0 $0 $0
Brian Tash Member 2.00
Director
$0 $0 $0
Ann VonAllmen Member 5.00
Director
$0 $0 $0
Carol Weisman Member 2.00
Director
$0 $0 $0
Carolyn Jaeger Member 2.00
Director
$0 $0 $0
Charles Mems Member 2.00
Director
$0 $0 $0
Julie Notario Member 2.00
Director
$0 $0 $0
Marion Schulte Member 2.00
Director
$0 $0 $0
Lynn Stockwell Member 2.00
Director
$0 $0 $0
Jill Crane Member 2.00
Officer Director
$0 $0 $0
Julie Ferrie Executive Director 40.00
Officer
$63,157 $7,813 $70,970
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 $606,526 $490,238 $2,058,459 $116,288
2023 $539,073 $393,536 $1,835,177 $145,537
2022 $391,437 $382,346 $1,640,544 $9,091
2021 $408,193 $421,106 $1,913,566 $-12,913
2020 $458,872 $433,515 $1,631,926 $25,357
2019 $802,235 $742,183 $1,486,728 $60,052
2018 $1,930,551 $917,007 $1,337,484 $1,013,544
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