BIG HORN EDUCATION FUND INC (EIN 237085939) - 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

1968

Legal Domicile

Principal Officer

MORGAN STALICK

Phone

3076735675

Tax Period

2023-08-01 to 2024-07-31

BIG HORN EDUCATION FUND INC, founded in 1968, is a micro nonprofit in the Education sector that reported $85K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 43% operating margin.

Mission

OUR MISSION IS TO PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS OF BIG HORN HIGH SCHOOL FOR THEIR FIRST AND SECOND YEAR OF HIGHER EDUCATION FOR THE PURPOSE OF FURTHERING THEIR 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $55,736

Program Service Revenue $0

Investment Income $29,213

Other Revenue $0

TOTAL REVENUE $84,949

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $3,000

Program Expenses $35,000

Other Expenses $13,522

TOTAL EXPENSES $48,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,949	$107,505	-0.2%
Expenses	$48,522	$49,254	0.0%
Net Income	$36,427	$58,251	-0.4%

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

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
MORGAN STALICK	PRESIDENT	N/A	Officer Director	$0	$0	$0
JENNIFER HEERMANN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
STEPHANIE WAGNER	SECRETARY	N/A	Officer Director	$0	$0	$0
ALISON MEACHAM	TREASURER	N/A	Officer Director	$0	$0	$0
ROBERT BERGER	DIRECTOR	N/A	Director	$0	$0	$0
JULIE GREER	DIRECTOR	N/A	Director	$0	$0	$0
KELLY LIEB	DIRECTOR	N/A	Director	$0	$0	$0
AUDREY STEINHORST	DIRECTOR	N/A	Director	$0	$0	$0
GINGER STOUT	DIRECTOR	N/A	Director	$0	$0	$0
MISTY TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
BEN WIDENER	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
2024	$84,949	$48,522	$1,014,112	$36,427
2023	$107,505	$49,254	$965,477	$58,251
2022	$67,031	$55,292	$907,226	$11,739
2021	$86,670	$56,016	$1,006,483	$30,654
2020	$75,913	$46,472	$920,998	$29,441
2019	$102,666	$40,787	$869,288	$61,879

BIG HORN EDUCATION FUND INC