Mason Schools Foundation

EIN: 262662719 501(c)(3) Education

Mason, OH

Total Revenue
$209,252
Total Expenses
$148,755
Total Assets
$1,562,432
Net Assets
$1,478,844
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
OH
Phone
5132597473
Tax Period
2024-07-01 to 2025-06-30

Mason Schools Foundation, founded in 2008, is a small nonprofit in the Education sector that reported $209K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $60K, a strong 29% operating margin.

Mission

The Mason Schools Foundation is founded on the concept of helping the school district take students above and beyond in academics, arts and athletics. Since its inception, the Mason Schools Foundation has funded grants and innovative programs to help create extraordinary learning experiences in our schools. The Foundation plays an integral role in helping the district through times of change in education by funding grants that enable innovation, teacher development and programs such as the Mason Staff Journey Days and professional development speakers. Grants funded a new state of the art student nutrition program to fuel student athletes at the high school, a pilot of innovative math classroom furnishing at Mason Elementary, a book repair station at Mason Intermediate, elevated creativity with the latest 3D printer at the high school and vibration boards and calming kits throughout the district to promote emotional regulation. The Foundation ensures that no Mason student starts the sc

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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 (2024)

Revenue Breakdown

Contributions & Grants $159,546
Program Service Revenue $0
Investment Income $49,706
Other Revenue $0
TOTAL REVENUE $209,252

Expense Breakdown

Grants Paid $102,231
Salaries & Benefits $0
Fundraising Expenses $21,307
Program Expenses $109,931
Other Expenses $46,524
TOTAL EXPENSES $148,755

Year-over-Year Comparison

2024 2023 Change
Revenue $209,252 $251,496 -0.2%
Expenses $148,755 $195,376 -0.2%
Net Income $60,497 $56,120 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
20

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
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kirsten Lupinski Director 1.00
Director
$0 $0 $0
Sapna Gupta Director 1.00
Director
$0 $0 $0
Alicia Farbstein Secretary 2.00
Officer Director
$0 $0 $0
Brandon Jones Director 1.00
Director
$0 $0 $0
Tracey Carson Director 1.00
Director
$0 $0 $0
Aminah Clark Director 1.00
Director
$0 $0 $0
Anne Marie Marietta Director 1.00
Director
$0 $0 $0
Lindsay Smith Director 1.00
Director
$0 $0 $0
Chris Wilks Director 1.00
Director
$0 $0 $0
Danni Tymitz Director 1.00
Director
$0 $0 $0
Jamie Natorp Director 1.00
Director
$0 $0 $0
Marsha Wise Treasurer 2.00
Officer Director
$0 $0 $0
Mindy Patton Director 1.00
Director
$0 $0 $0
Nathalie Neuburger President 2.00
Officer Director
$0 $0 $0
Jessica Orr Director 1.00
Director
$0 $0 $0
Matt Steele Director 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 $209,252 $148,755 $1,562,432 $60,497
2024 $251,496 $195,376 $1,378,781 $56,120
2023 $224,057 $159,682 $1,216,141 $64,375
2022 $227,878 $159,344 $1,091,476 $68,534
2021 $146,134 $133,150 $1,198,009 $12,984
2020 $197,808 $168,413 $943,245 $29,395
2019 $232,586 $167,712 $922,780 $64,874
2018 $203,503 $146,274 $805,078 $57,229
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