Zionsville Education Foundation Inc (EIN 300024279) - 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

1994

Legal Domicile

Principal Officer

Amanda Black

Phone

3177334805

Tax Period

2023-01-01 to 2023-12-31

Zionsville Education Foundation Inc, founded in 1994, is a small nonprofit in the Education sector that reported $361K in total revenue in fiscal year 2023. The organization ran a surplus of $137K, a strong 38% operating margin.

Mission

Providing funds that promote academic excellence

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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 (2023)

Revenue Breakdown

Contributions & Grants $309,466

Program Service Revenue $0

Investment Income $40,469

Other Revenue $11,050

TOTAL REVENUE $360,985

Expense Breakdown

Grants Paid $73,410

Salaries & Benefits $93,713

Fundraising Expenses $67,648

Program Expenses $143,816

Other Expenses $56,765

TOTAL EXPENSES $223,888

Year-over-Year Comparison

	2023	2022	Change
Revenue	$360,985	$338,005	+0.1%
Expenses	$223,888	$266,079	-0.2%
Net Income	$137,097	$71,926	+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

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

$48,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lyle Browne	Executive Dir.	30.00	Officer	$48,825	$0	$48,825
Ami Fraser 1123-63023	Board Member	2.00	Director	$0	$0	$0
Amanda Black	Treasurer	2.00	Officer Director	$0	$0	$0
Sara Brauer 63023-123123	Board Member	2.00	Director	$0	$0	$0
Erica Carpenter	Secretary	2.00	Officer Director	$0	$0	$0
Kristin Champa	Board Member	2.00	Director	$0	$0	$0
Amy Essley	Board Member	2.00	Director	$0	$0	$0
Andrea Fonseca	Board Member	2.00	Director	$0	$0	$0
Maritza Gerde	Board Member	2.00	Director	$0	$0	$0
Melissa Gesse 63023-12312	Board Member	2.00	Director	$0	$0	$0
Challis Imes	Past President	2.00	Director	$0	$0	$0
Theresa Knipstein Meyer	Board Member	2.00	Director	$0	$0	$0
Amanda Leet 63023-123123	Board Member	2.00	Director	$0	$0	$0
Kim Lewis	Vice President	2.00	Officer Director	$0	$0	$0
Jane Louiso	Board Member	2.00	Director	$0	$0	$0
Whitney Luther 63023-1231	Board Member	2.00	Director	$0	$0	$0
Mark Pascarella	President	2.00	Officer Director	$0	$0	$0
Jenni Phenicie	Board Member	2.00	Director	$0	$0	$0
Katy Ruhl	Board Member	2.00	Director	$0	$0	$0
Jeff Sepiol	Board Member	2.00	Director	$0	$0	$0
Andrea Spahn-McGraw	Board Member	2.00	Director	$0	$0	$0
Heather Jackson 1123-6302	Board Member	2.00	Director	$0	$0	$0
Larry Marietta 1123-63023	Board Member	2.00	Director	$0	$0	$0
Chris Mingus 1123-63023	Finance Co-Chai	2.00	Director	$0	$0	$0
Brant Wright 1123-63023	Board Member	2.00	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	No data	No data	No data	No data
2023	$360,985	$223,888	$2,138,126	$137,097
2022	$338,005	$266,079	$1,796,394	$71,926
2021	$425,281	$227,113	$1,986,748	$198,168
2020	$345,519	$239,021	$1,696,724	$106,498
2019	$423,725	$293,441	$1,472,604	$130,284
2018	$168,910	$188,487	$1,242,812	$-19,577

Zionsville Education Foundation Inc