SWEETWATER ONE PUBLIC SCHOOL FOUNDATION (EIN 205741541) - 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

MARK RUBICH

Phone

3073523400

Tax Period

2024-07-01 to 2025-06-30

SWEETWATER ONE PUBLIC SCHOOL FOUNDATION, founded in 2005, is a micro nonprofit in the Education sector that reported $78K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Net assets of $1.5M represent 226 months of operating reserves.

Mission

ENRICHMENT AND ENHANCEMENT OF DISTRICT WIDE STUDENTS.

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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 $15,240

Program Service Revenue $0

Investment Income $11,799

Other Revenue $50,854

TOTAL REVENUE $77,893

Expense Breakdown

Grants Paid $72,843

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,821

Other Expenses $3,328

TOTAL EXPENSES $76,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,893	$133,098	-0.4%
Expenses	$76,171	$49,031	+0.6%
Net Income	$1,722	$84,067	-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

250

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
GENE LEGERSKI	TREASURER	N/A	Director	$0	$0	$0
STACY JONES	DIRECTOR	N/A	Director	$0	$0	$0
IRENE RICHARDSON	DIRECTOR	N/A	Director	$0	$0	$0
JIM SEDEY	DIRECTOR	N/A	Director	$0	$0	$0
MARK RUBICH	PRESIDENT	N/A	Director	$0	$0	$0
CARLOS SALAZAR	DIRECTOR	N/A	Director	$0	$0	$0
MIKE BLUME	VICE PRESIDENT	N/A	Director	$0	$0	$0
BETH GARD	SECRETARY	N/A	Director	$0	$0	$0
CANDY BEDARD	DIRECTOR	N/A	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	$77,893	$76,171	$1,472,151	$1,722
2024	$133,098	$49,031	$1,387,522	$84,067
2023	$119,017	$59,654	$1,231,595	$59,363
2021	$46,272	$48,661	$1,213,055	$-2,389
2020	$186,136	$39,848	$1,025,257	$146,288
2019	$91,464	$46,988	$880,608	$44,476
2018	$117,453	$49,709	$801,035	$67,744

SWEETWATER ONE PUBLIC SCHOOL FOUNDATION