SOUTHWEST DUBOIS EDUCATION FOUNDAT… - Form 990 Financial Data

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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

2024

Legal Domicile

Principal Officer

ALLISON PUND

Phone

8126833971

Tax Period

2025-01-01 to 2025-12-31

SOUTHWEST DUBOIS EDUCATION FOUNDATION, founded in 2024, is a small nonprofit in the Education sector that reported $758K in total revenue in fiscal year 2025. The organization ran a surplus of $753K, a strong 99% operating margin.

Mission

ENCOURAGE, RECOGNIZE, REWARD, AND SUPPORT CREATIVITY, INNOVATION, ACHIEVEMENT, AND EXCELLENCE WITHIN THE STUDENTS, TEACHERS AND ADMININISTRATORS OF SOUTHWEST DUBOIS COUNTY SCHOOL CORPORATION.

Program Service Accomplishments

Program 1

Expenses: $5,050 Revenue: $757,730

PROVIDE SCHOLARSHIPS AND GRANTS TO AND FOR THE USE OF THE STUDENTS AND FACULTY AND SCHOOL BASED ORGANIZATIONS OF THE SCHOOL CORPORATION TO SUPPORT AND IMPROVE THE AVAILABILITY, AFFORDABILITY OF...

PROVIDE SCHOLARSHIPS AND GRANTS TO AND FOR THE USE OF THE STUDENTS AND FACULTY AND SCHOOL BASED ORGANIZATIONS OF THE SCHOOL CORPORATION TO SUPPORT AND IMPROVE THE AVAILABILITY, AFFORDABILITY OF POST-SECONDARY EDUCATION TO STUDENTS AND TO IMPROVE THE EDUCATIONAL AND RECREATIONAL OPPORTUNITIES AVAILABLE TO ALL 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 (2025)

Revenue Breakdown

Contributions & Grants $735,385

Program Service Revenue $0

Investment Income $22,345

Other Revenue $0

TOTAL REVENUE $757,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,050

Other Expenses $5,050

TOTAL EXPENSES $5,050

Year-over-Year Comparison

	2025	2024	Change
Revenue	$757,730	N/A	N/A
Expenses	$5,050	N/A	N/A
Net Income	$752,680	$0	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

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
GREG GOGEL	PRESIDENT	N/A	Officer	$0	$0	$0
MELISSA BOEGLIN	SECRETARY	N/A	Officer	$0	$0	$0
ALLISON PUND	TREASURER	N/A	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	$757,730	$5,050	$752,680	$752,680

SOUTHWEST DUBOIS EDUCATION FOUNDATION