BEDFORD CITY SCHOOLS 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

1992

Legal Domicile

Principal Officer

TRISH DUNCAN

Phone

4404391500

Tax Period

2025-01-01 to 2025-12-31

BEDFORD CITY SCHOOLS FOUNDATION, founded in 1992, is a micro nonprofit in the Education sector that reported $95K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $39K, a strong 41% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO QUALIFYING STUDENTS AND ALUMNI, AWARD TEACHER GRANTS FOR EDUCATION ENRICHMENT, AND SUPPORT EDUCATIONAL PROGRAMS THROUGHOUT THE BEDFORD SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $22,107

TO PROVIDE SCHOLARSHIPS TO QUALIFYING HIGH SCHOOL SENIORS OF BEDFORD HIGH SCHOOL. THE SCHOLARSHIPS ARE PAID OVER A FOUR-YEAR TERM.

Program 2

Expenses: $12,832

TO AWARD TEACHER GRANTS TO VARIOUS BEDFORD CITY SCHOOL DISTRICT TEACHERS FOR EDUCATION ENRICHMENT PROGRAMS.

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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 $6,881

Program Service Revenue $0

Investment Income $66,750

Other Revenue $21,316

TOTAL REVENUE $94,947

Expense Breakdown

Grants Paid $32,832

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,939

Other Expenses $23,302

TOTAL EXPENSES $56,134

Year-over-Year Comparison

	2025	2024	Change
Revenue	$94,947	$139,021	-0.3%
Expenses	$56,134	$48,185	+0.2%
Net Income	$38,813	$90,836	-0.6%

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
MARTHA A MOTSCO ESQ	PRESIDENT	3.00	Officer Director	$0	$0	$0
CYNTHIA TABORN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LASURE JOHNSON	SECRETARY	3.00	Officer Director	$0	$0	$0
TRISH DUNCAN	TREASURER	3.00	Officer Director	$0	$0	$0
BRET JOHNSON	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
DR CASSANDRA J JOHNSON	EXECUTIVE DIRECTOR	2.00	Director	$0	$0	$0
SHARYN MACKLIN	BOARD OF EDUCATION REP.	1.00	Director	$0	$0	$0
ED BLOUNT	TRUSTEE	1.00	Director	$0	$0	$0
VICTOR FLUHARTY	TRUSTEE	1.00	Director	$0	$0	$0
MERRY ANNE HILTY	TRUSTEE	1.00	Director	$0	$0	$0
BRETT HOLYCROSS	TRUSTEE	1.00	Director	$0	$0	$0
PAUL J KOSTANSEK	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS KOSTURA	TRUSTEE	1.00	Director	$0	$0	$0
BUD MCNELLIE	TRUSTEE	1.00	Director	$0	$0	$0
KATHIE PFLEGER	TRUSTEE	1.00	Director	$0	$0	$0
SHERRY A PIDALA ESQ	TRUSTEE	1.00	Director	$0	$0	$0
DOUG THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
TIM TENCH	TRUSTEE	1.00	Director	$0	$0	$0
PETER ZIMMERMAN	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	$94,947	$56,134	$1,148,135	$38,813
2024	$139,021	$48,185	$1,039,142	$90,836
2023	$54,618	$33,879	$880,637	$20,739
2022	$-6,828	$33,697	$766,081	$-40,525
2021	$119,014	$28,545	$908,929	$90,469
2020	$58,960	$27,995	$825,508	$30,965
2019	$82,111	$39,431	$722,215	$42,680
2018	$81,292	$45,955	$622,419	$35,337