District 5 Foundation for Educational Excellence (EIN 271652805) - 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

2010

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

District 5 Foundation for Educational Excellence, founded in 2010, is a micro nonprofit in the Education sector that reported $78K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $68K left a modest 13% surplus.

Mission

The purpose of this charitable foundation is to secure and distribute contributions from individuals, estates, government, corporations, foundations and any other source for the educational benefit of the students of School District Five of Lexington and Richland Counties.

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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 $32,626

Program Service Revenue $45,030

Investment Income $0

Other Revenue $638

TOTAL REVENUE $78,294

Expense Breakdown

Grants Paid $50,302

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,768

Other Expenses $17,709

TOTAL EXPENSES $68,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,294	$59,470	+0.3%
Expenses	$68,011	$60,962	+0.1%
Net Income	$10,283	$-1,492	-7.9%

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	Role	Reportable Comp	Other Comp	Total
Matt Baughman	Director	Director	$0	$0	$0
Barb Waldman	Director	Director	$0	$0	$0
Jennifer Metts	Director	Director	$0	$0	$0
Stan Shealy	Director	Director	$0	$0	$0
Claire Thompson	Treasurer	Officer	$0	$0	$0
Matt Boyeson	Co-Chair	Officer	$0	$0	$0
Elizabeth Balog	Co-Chair	Officer	$0	$0	$0
Harriett Ward	Secretary	Officer	$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	$78,294	$68,011	$95,991	$10,283
2023	$59,470	$60,962	$85,778	$-1,492
2022	$128,002	$179,722	$87,200	$-51,720
2021	$131,345	$110,848	$139,120	$20,497
2020	$102,526	$105,106	$118,423	$-2,580

District 5 Foundation for Educational Excellence