Maryville RII Education Foundation (EIN 208963792) - 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

2008

Legal Domicile

Principal Officer

Brian Schieber

Phone

6605624724

Tax Period

2024-07-01 to 2025-06-30

Maryville RII Education Foundation, founded in 2008, is a small nonprofit in the Education sector that reported $129K in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Net assets of $276K represent 26 months of operating reserves.

Mission

Fundraising for Maryville RII School District including teacher grants, athletic facilities, fine arts facilities and scholarships

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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 $122,900

Program Service Revenue $0

Investment Income $6,344

Other Revenue $0

TOTAL REVENUE $129,244

Expense Breakdown

Grants Paid $130,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,032

Other Expenses $2,666

TOTAL EXPENSES $133,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,244	$423,650	-0.7%
Expenses	$133,266	$364,921	-0.6%
Net Income	$-4,022	$58,729	-1.1%

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
Stacy Bundridge	Board member	0.00	Director	$0	$0	$0
Kristina Alexander	Board member	0.00	Director	$0	$0	$0
Carrie Sparks	Board member	0.00	Director	$0	$0	$0
Thomas Alvarez	Board member	0.00	Director	$0	$0	$0
Phillip Pohren	President	N/A	Officer Director	$0	$0	$0
Steve Klotz	Secretary	1.00	Officer Director	$0	$0	$0
Brian Schieber	Treasurer	1.00	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	$129,244	$133,266	$275,767	$-4,022
2024	$423,650	$364,921	$272,318	$58,729

Maryville RII Education Foundation