SHAKER SCHOOLS FOUNDATION (EIN 341351470) - 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

1981

Legal Domicile

Principal Officer

CARTER STRANG

Phone

2162954329

Tax Period

2024-07-01 to 2025-06-30

SHAKER SCHOOLS FOUNDATION, founded in 1981, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 19% operating margin.

Mission

TO SUPPORT ALL SHAKER HEIGHTS CITY SCHOOL STUDENTS BY CULTIVATING COMMUNITY RESOURCES TO ADVANCE EQUITABLE ACCESS AND ENHANCE OPPORTUNITIES IN AND OUT OF THE CLASSROOM.

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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 $824,010

Program Service Revenue $0

Investment Income $351,996

Other Revenue $124,364

TOTAL REVENUE $1,300,370

Expense Breakdown

Grants Paid $69,911

Salaries & Benefits $216,870

Fundraising Expenses $97,912

Program Expenses $812,672

Other Expenses $761,863

TOTAL EXPENSES $1,048,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,300,370	$1,029,680	+0.3%
Expenses	$1,048,644	$878,155	+0.2%
Net Income	$251,726	$151,525	+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

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
CATHY ZBANEK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JONAS NG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTOPHER HUNTER	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA NOLAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNIFER ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
ALISON BIBB-CARSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BOWEN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN L CLAYTON	TRUSTEE	1.00	Director	$0	$0	$0
NICOL COXON	TRUSTEE	1.00	Director	$0	$0	$0
MITY FOWLER	TRUSTEE	1.00	Director	$0	$0	$0
MARK FREEMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GLASNER	TRUSTEE	1.00	Director	$0	$0	$0
RAMONA LOWERY-FERRELL	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE MEDVEDEV	TRUSTEE	1.00	Director	$0	$0	$0
CLIFF MENDELSOHN	TRUSTEE	1.00	Director	$0	$0	$0
JAY MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
PHILLIP ROWLAND-SEYMOUR	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT SHELFER	TRUSTEE	1.00	Director	$0	$0	$0
TRICIA STEVENSON	TRUSTEE	1.00	Director	$0	$0	$0
CARTER STRANG	TRUSTEE	1.00	Director	$0	$0	$0
BRITTANY WEBB	TRUSTEE	1.00	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
2025	$1,300,370	$1,048,644	$6,697,573	$251,726
2024	No data	No data	No data	No data
2023	$1,117,127	$699,963	$5,442,571	$417,164
2022	$1,248,560	$798,431	$4,970,348	$450,129
2021	$1,162,284	$992,827	$5,939,958	$169,457
2020	$698,678	$571,650	$4,715,584	$127,028
2019	$835,495	$637,729	$4,684,162	$197,766
2018	$940,422	$393,210	$4,440,861	$547,212

SHAKER SCHOOLS FOUNDATION