Sherwood Education 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

1998

Legal Domicile

Principal Officer

Marie Boatsman

Tax Period

2023-07-01 to 2024-06-30

Sherwood Education Foundation, founded in 1998, is a small nonprofit in the Education sector that reported $170K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $50K, a strong 30% operating margin.

Mission

Enrich quality of education in the Sherwood School District 88 JT.

Program Service Accomplishments

Program 1

Expenses: $116,833

Provide artistic classroom instruction for students. Fund the Loud and Clear Program for students. Provide classroon activities and instructions. Provide scholarships for students.

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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 $16,320

Program Service Revenue $0

Investment Income $22,737

Other Revenue $131,229

TOTAL REVENUE $170,286

Expense Breakdown

Grants Paid $116,833

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,833

Other Expenses $3,182

TOTAL EXPENSES $120,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,286	$209,437	-0.2%
Expenses	$120,015	$60,454	+1.0%
Net Income	$50,271	$148,983	-0.7%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Timmons	Director	1.00	Director	$0	$0	$0
Rachel Raab	Director	1.00	Director	$0	$0	$0
Tim Rosener	Director	1.00	Director	$0	$0	$0
Carman Mantalas	Director	1.00	Director	$0	$0	$0
Deyna Brown	Director	1.00	Director	$0	$0	$0
Patrick Shuckerow	Director	1.00	Director	$0	$0	$0
Gary Bennett	Director	1.00	Director	$0	$0	$0
Amy Lesyk	Director	1.00	Director	$0	$0	$0
Gia Waugh	Vice President	3.00	Officer Director	$0	$0	$0
Marie Boatsman	President	3.00	Officer Director	$0	$0	$0
Jen Snelling	Secretary	3.00	Officer Director	$0	$0	$0
Robyn Leonard	Treasurer	3.00	Officer 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	No data	No data	No data	No data
2024	$170,286	$120,015	$391,741	$50,271
2023	$209,437	$60,454	$367,234	$148,983