LENA-WINSLOW EDUCATION FOUNDATION (EIN 272845732) - 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

Phone

8153693103

Tax Period

2024-07-01 to 2025-06-30

LENA-WINSLOW EDUCATION FOUNDATION, founded in 2010, is a micro nonprofit in the Education sector that reported $21K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5K, a strong 23% operating margin.

Mission

LENA-WINSLOW EDUCATION FOUNDATION IS ESTABLISHED AS A VEHICLE TO ASSIST THE LONG-TERM VIABILITY AND STABILITY OF THE LENA-WINSLOW COMM. SCHOOL DIST. UNIT 202. LENA-WINSLOW EDUCATION FOUNDATION SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF LENA-WINSLOW COMM. SCHOOL DIST. UNIT 202

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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 $15,841

Program Service Revenue $0

Investment Income $5,449

Other Revenue $0

TOTAL REVENUE $21,290

Expense Breakdown

Grants Paid $13,800

Salaries & Benefits $0

Fundraising Expenses $2,100

Program Expenses $13,800

Other Expenses $2,657

TOTAL EXPENSES $16,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,290	$26,659	-0.2%
Expenses	$16,457	$21,926	-0.2%
Net Income	$4,833	$4,733	+0.0%

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

N/A

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
JASON KEMPEL	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS HUTTENLOCHER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS CHILES	EX-OFFICIO MEMBER	1.00	Director	$0	$0	$0
THOMAS RUTTER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT L LYVERS	PRESIDENT	1.00	Officer	$0	$0	$0
JULIE LOTZ	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ANITA STRECKWALD	TREASURER	1.00	Officer	$0	$0	$0
JERILYN STROHECKER	SECRETARY	1.00	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
2025	$21,290	$16,457	$197,473	$4,833
2023	$59,774	$9,700	$187,907	$50,074
2022	$39,363	$30,625	$137,833	$8,738
2021	$16,577	$19,248	$129,095	$-2,671
2020	$18,694	$19,299	$131,766	$-605

LENA-WINSLOW EDUCATION FOUNDATION