BARNESVILLE AREA EDUCATION FOUNDATION (EIN 341283289) - Form 990 Financial Analysis & Trantor Score

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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

1979

Legal Domicile

Phone

7404253001

Tax Period

2024-07-01 to 2025-06-30

BARNESVILLE AREA EDUCATION FOUNDATION, founded in 1979, is a small nonprofit that reported $519K in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 50% operating margin.

Mission

TO HELP FURTHER THE EDUCATION OF BARNESVILLE AREA SCHOOL CHILDREN

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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 $54,022

Program Service Revenue $0

Investment Income $419,341

Other Revenue $45,916

TOTAL REVENUE $519,279

Expense Breakdown

Grants Paid $228,143

Salaries & Benefits $6,621

Fundraising Expenses $0

Program Expenses $232,643

Other Expenses $26,326

TOTAL EXPENSES $261,090

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,279	$251,327	+1.1%
Expenses	$261,090	$218,186	+0.2%
Net Income	$258,189	$33,141	+6.8%

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

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
JOHN JEFFERIS	TRUSTEE	0.00	Director	$0	$0	$0
BRENDA BROWN	TRUSTEE	0.00	Director	$0	$0	$0
JUDITH HUTCHISON	TRUSTEE	0.00	Director	$0	$0	$0
JOEL BRAIDO	TRUSTEE	0.00	Director	$0	$0	$0
JEFF SHEPHERD	TRUSTEE	0.00	Director	$0	$0	$0
MILES JEFFERIS	PRESIDENT - TRUSTEE	0.00	Director	$0	$0	$0
M LISA LUCAS	TRUSTEE	0.00	Director	$0	$0	$0
NANCY NAPOLITANO	TRUSTEE	0.00	Officer Director	$0	$0	$0
TIM MCKELVEY	VICE-PRESIDENT - TRUSTEE	0.00	Officer Director	$0	$0	$0
RICK WILSON	TREASURER	10.00	Officer	$0	$0	$0
TED HANLON	SECRETARY	0.00	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	$519,279	$261,090	$4,070,721	$258,189
2024	$251,327	$218,186	$3,812,532	$33,141
2023	$1,082,817	$222,435	$3,779,391	$860,382
2022	$344,768	$190,958	$2,919,009	$153,810
2021	$201,979	$170,638	$2,765,199	$31,341

BARNESVILLE AREA EDUCATION FOUNDATION