THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO IN (EIN 208926696) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

JONATHAN HILDEBRAND

Phone

2194624334

Tax Period

2024-01-01 to 2024-12-31

THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO IN is a small nonprofit in the Education sector that reported $192K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

TO SECURE FUNDING, GIFTS, AND BEQUESTS TO SUPPORT, PROMOTE, AND ADVANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS OF VALPARAISO COMMUNITY SCHOOLS; GRANT SCHOLARSHIPS TO HELP GRADUATES OF VALPARAISO HIGH SCHOOL ATTAIN THEIR HIGHER EDUCATION GOALS; AND PROVIDE FUNDS FOR THE DEVELOPMENT AND IMPLEMENTATION OF ACADEMIC CLASSROOM PROJECTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $96,939

Program Service Revenue $88,393

Investment Income $7,072

Other Revenue $0

TOTAL REVENUE $192,404

Expense Breakdown

Grants Paid $136,107

Salaries & Benefits $0

Fundraising Expenses $19,691

Program Expenses $137,929

Other Expenses $61,967

TOTAL EXPENSES $198,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,404	$208,744	-0.1%
Expenses	$198,074	$208,353	0.0%
Net Income	$-5,670	$391	-15.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JONATHAN HILDEBRAND	PRESIDENT	N/A	Officer	$0	$0	$0
KELLEY JONES	SECRETARY	N/A	Officer	$0	$0	$0
NATALIE	VICE PRESIDE	N/A	Officer	$0	$0	$0
JASON SCHWERDT	TREASURER	N/A	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
2024	$192,404	$198,074	$241,871	$-5,670
2023	$208,744	$208,353	$226,945	$391
2022	$93,406	$250,348	$309,359	$-156,942
2021	$276,997	$169,843	$508,741	$107,154
2020	$154,062	$126,106	$401,587	$27,956

THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO IN