SUMNER-BONNEY LAKE EDUCATION FOUNDATION (EIN 300128156) - 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

2001

Legal Domicile

Principal Officer

Erin LaVerdiere

Phone

2538916000

Tax Period

2023-09-01 to 2024-08-31

SUMNER-BONNEY LAKE EDUCATION FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $216K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 49% operating margin.

Mission

Charitable and education

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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 $106,843

Program Service Revenue $0

Investment Income $108,977

Other Revenue $0

TOTAL REVENUE $215,820

Expense Breakdown

Grants Paid $106,612

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,612

Other Expenses $4,461

TOTAL EXPENSES $111,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,820	$145,783	+0.5%
Expenses	$111,073	$121,774	-0.1%
Net Income	$104,747	$24,009	+3.4%

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
Carol Jurgensen	Director	Director	$0	$0	$0
Donald Eismann	Director	Director	$0	$0	$0
Sue Larson	Director	Director	$0	$0	$0
Erin LaVerdiere	President	Officer	$0	$0	$0
Brian Hall	Treasurer	Officer	$0	$0	$0
Sheri Helmold	Director	Officer	$0	$0	$0
Diana Culliton	Secretary	Officer	$0	$0	$0
Lori Murphy	Treasurer	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	$215,820	$111,073	$935,691	$104,747
2020	$85,746	$82,092	$693,750	$3,654

SUMNER-BONNEY LAKE EDUCATION FOUNDATION