ANNA LOCAL SCHOOLS EDUCATION FOUNDATION (EIN 311399118) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

HEATHER WUEBKER

Phone

9373944411

Tax Period

2024-07-01 to 2025-06-30

ANNA LOCAL SCHOOLS EDUCATION FOUNDATION, founded in 1994, is a small nonprofit in the Education sector that reported $428K in total revenue in fiscal year 2024. Revenue surged 578% from the prior year, signaling strong growth momentum. The organization ran a surplus of $322K, a strong 75% operating margin.

Mission

EDUCATIONAL SCHOLARSHIPS AND CHARITABLE BENEFIT FOR STUDENTS AND FORMER STUDENTS AND ALL PERSONS SEEKING EDUCATION WHOSE PARENTS HAVE BEEN OR WHO CURRENTLY ARE TAXPAYERS IN OR RESIDENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $327,572

Program Service Revenue $0

Investment Income $89,194

Other Revenue $10,933

TOTAL REVENUE $427,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,931

Other Expenses $105,381

TOTAL EXPENSES $105,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$427,699	$63,074	+5.8%
Expenses	$105,381	$103,039	+0.0%
Net Income	$322,318	$-39,965	-9.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CRAIG ALBERS	WHITEFEATHER TRAIL ANNA OH	1.00	Officer Director	$0	$0	$0
ANDY SCHULZE	RUBY CT ANNA OH 45302	1.00	Officer Director	$0	$0	$0
KARA KIPP	10555 ST RT 274 ANNA OH 45302	1.00	Officer Director	$0	$0	$0
ALEX COUNTS	13477 SYCAMORE TRAIL ANNA OH 45302	1.00	Officer Director	$0	$0	$0
BLYTHE EGBERT	12333 WENGER RD ANNA OH 45302	1.00	Director	$0	$0	$0
ANDY BIXLER	212 PERIDOT ST ANNA OH 45302	1.00	Director	$0	$0	$0
AMY BEY	8813 LONG RD VERSAILLES, OH 45380	1.00	Director	$0	$0	$0
HEATHER WUEBKER	12711 THAMAN RD ANNA OH 45302	1.00	Officer Director	$0	$0	$0
MIKE STEWART	15940 AMSTERDAM RD ANNA OH 45302	1.00	Director	$0	$0	$0
DIANE REISS	9650 STATE ROUTE 119 ANNA OH 45302	1.00	Director	$0	$0	$0
KAY WOLTERS	8511 WELLS RD ANNA OH 45302	1.00	Officer Director	$0	$0	$0
DEREK BILLING	111 PERIDOT ANNA OH 45302	1.00	Director	$0	$0	$0
JOEL NASEMAN	13011 WENGER RD ANNA OH 45302	1.00	Director	$0	$0	$0
AMANDA SIEGEL	ANNA OH 45302	1.00	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
2025	$427,699	$105,381	$1,018,439	$322,318
2024	$63,074	$103,039	$695,121	$-39,965
2023	$68,527	$95,296	$731,086	$-26,769
2022	$186,476	$121,774	$834,855	$64,702
2021	$102,759	$61,946	$764,653	$40,813
2020	$41,648	$65,529	$721,340	$-23,881
2019	$66,915	$69,487	$786,864	$-2,572

ANNA LOCAL SCHOOLS EDUCATION FOUNDATION