FREDONIA 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

2004

Legal Domicile

Principal Officer

NANCY E BURNS

Phone

6203784177

Tax Period

2023-01-01 to 2023-12-31

FREDONIA EDUCATION FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $47K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 24% operating margin.

Mission

THE FREDONIA EDUCATION FOUNDATION WAS ESTABLISHED FOR THE SOLE PURPOSE OF ENHANCING EDUCATIONAL ACTIVITIES FOR STUDENTS OF THE FREDONIA UNIFIED SCHOOL DISTRICT 484.

Program Service Accomplishments

Program 1

Expenses: $35,882 Revenue: $47,150

Scholarships, donations, supplies and fees

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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 $47,150

Program Service Revenue $0

Investment Income $211

Other Revenue $0

TOTAL REVENUE $47,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,882

Other Expenses $5,503

TOTAL EXPENSES $35,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,361	$24,166	+1.0%
Expenses	$35,882	$34,516	+0.0%
Net Income	$11,479	$-10,350	-2.1%

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

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
Carl Edwards	President	003.00	Officer Director	$0	$0	$0
Annette Clark	Secretary	002.00	Officer Director	$0	$0	$0
Nancy Burns	Treasurer	002.00	Officer Director	$0	$0	$0
Jorlan Shinkle	Director	001.00	Director	$0	$0	$0
Gayla Ratzlaff	Director	001.00	Director	$0	$0	$0
Luke Baker	Director	001.00	Director	$0	$0	$0
Louise Holmes	Director	001.00	Director	$0	$0	$0
Janet Bambick	Director	001.00	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	$47,361	$35,882	$596,575	$11,479
2022	$24,166	$34,516	$548,633	$-10,350
2021	$127,254	$25,114	$583,094	$102,140