Mason Schools Foundation

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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

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

Mason Schools Foundation helps the community by investing in our public school system to take it above and beyond what tax payers alone can fund. It provides seed funding for innovative programming and a low-risk opportunity to experiment and pilot programs and ideas. Mason Schools Foundation also recognizes both teachers and community members who go above and beyond to make Mason City Schools a terrific place for students to learn and grow. Community Members nominate Above and Beyond Teachers each Spring and one outstanding educator per school building is recognized and rewarded with a grant for their classroom.

Program Service Accomplishments

Program 1

Expenses: $87,815

The Mason Schools Foundation funds annual grants across all schools starting with back-to-school supplies for all students in financial need. This year, grants included the second year of support for an elementary summer reading program for students who are economically disadvantaged and require reading support to have access to high quality books at home over the summer. Grants also funded calming kits for middle school classrooms designed to improve mental health, Dream Center Carts- to-Go at Mason Intermediate and books to allow students to explore the national parks at Mason Middle School. MSF also continues to support four Window and Mirrors CommUnity events annually.

Program 2

Expenses: $22,116

School Partnership Grants are programs MSF supports across the district in partnership with the school buildings in grades K-8 that host strong fundraising programs with the Mason Schools Foundation. Grant-funded programs this year include finishing the new MECC Playground Wellness Path, visits for all third graders from the Critter Guy at ME and new Lift picture book libraries at MI to support social and emotional learning. Partnership funds also supported the MMS Difference Makers program.

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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 $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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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
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