DISNEY II EDUCATIONAL FOUNDATION (EIN 271167333) - 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

2009

Legal Domicile

Principal Officer

ELIZABETH BURNS

Phone

7732637468

Tax Period

2024-01-01 to 2024-12-31

DISNEY II EDUCATIONAL FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $158K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $149K left a modest 6% surplus.

Mission

TO PRESERVE AND PROMOTE THE QUALITY OF EDUCATION AND THE LEARNING ENVIRONMENT AT DISNEY II.

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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 $158,437

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $158,447

Expense Breakdown

Grants Paid $111,463

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,826

Other Expenses $37,911

TOTAL EXPENSES $149,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,447	$144,461	+0.1%
Expenses	$149,374	$45,821	+2.3%
Net Income	$9,073	$98,640	-0.9%

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
ELIZABETH BURNS	PRESIDENT	5.00	Officer Director	$0	$0	$0
BERNADETTE CARMONA	TEACHER REP	5.00	Director	$0	$0	$0
BETH FINNEGAN	DIRECTOR	5.00	Director	$0	$0	$0
TRACY FLETCHER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
MICHAEL GUSTAFSON	DIRECTOR	5.00	Director	$0	$0	$0
ERIC HA	DIRECTOR	5.00	Director	$0	$0	$0
RACHAEL MURRAY	TEACHER REP	5.00	Director	$0	$0	$0
DELIA OSEGUEDA	DIRECTOR	5.00	Director	$0	$0	$0
ILIANA RZODKIEWICZ	PRINCIPAL	5.00	Director	$0	$0	$0
TARA SCOTT	SECRETARY	5.00	Officer Director	$0	$0	$0
JAMES SUH	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
KAREN WEGRZYN	TREASURER	5.00	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
2024	$158,447	$149,374	$214,099	$9,073
2023	$144,461	$45,821	$212,287	$98,640
2022	$91,766	$90,054	$99,646	$1,712
2021	$23,681	$11,868	$97,934	$11,813
2020	$53,300	$33,152	$74,155	$20,148
2019	$109,985	$142,648	$53,122	$-32,663
2018	$150,269	$139,994	$85,785	$10,275

DISNEY II EDUCATIONAL FOUNDATION