USD 413 Foundation

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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

2017

Legal Domicile

Principal Officer

Laura Kmiec

Phone

6202121151

Tax Period

2024-07-01 to 2025-06-30

USD 413 Foundation, founded in 2017, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2024. The organization ran a surplus of $929K, a strong 91% operating margin.

Mission

A Fund to Pay for Charitable Programs

Program Service Accomplishments

Program 1

Expenses: $87,975 Revenue: $1,017,366

To maintain a fund to pay for projects, equipment, benefits and other charitable programs to be determined by the board of directors for students of the Unified School District 413.

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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 $1,008,780

Program Service Revenue $0

Investment Income $8,586

Other Revenue $0

TOTAL REVENUE $1,017,366

Expense Breakdown

Grants Paid $69,278

Salaries & Benefits $4,200

Fundraising Expenses $0

Program Expenses $87,975

Other Expenses $14,497

TOTAL EXPENSES $87,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,017,366	N/A	N/A
Expenses	$87,975	N/A	N/A
Net Income	$929,391	N/A	N/A

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
Bridget Barnow	Board	1.00	Director	$0	$0	$0
Kristina Deaver	Board	1.00	Director	$0	$0	$0
Wendy Jones	Board	1.00	Director	$0	$0	$0
Linda Duncan	Board	1.00	Director	$0	$0	$0
Ashley Rowden	Board	1.00	Director	$0	$0	$0
Angie Stanley	Board	1.00	Director	$0	$0	$0
Laura Kmiec	Vice President	1.00	Officer	$0	$0	$0
Jamie Fail	Treasurer	1.00	Officer	$0	$0	$0
Brianna Leroy	Secretary	1.00	Officer	$0	$0	$0
Cassie Cleaver	President	1.00	Officer	$0	$0	$0
Lori Kiblinger	Director	5.00	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	$1,017,366	$87,975	$1,370,107	$929,391
2024	$84,627	$52,411	$437,995	$32,216
2023	$313,004	$109,374	$405,599	$203,630
2022	$218,194	$100,794	$203,031	$117,400