Questa Education Foundation Inc (EIN 356025795) - 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

1946

Legal Domicile

Principal Officer

Ian Boyce CFP

Phone

2604076494

Tax Period

2024-07-01 to 2025-06-30

Questa Education Foundation Inc, founded in 1946, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2024. The organization ran a surplus of $983K, a strong 21% operating margin.

Mission

Questa Education Foundation helps individuals access post-secondary education, graduate with less debt, and become contributing members of Northeast Indianas workforce.

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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 $3,755,514

Program Service Revenue $268,233

Investment Income $742,053

Other Revenue $0

TOTAL REVENUE $4,765,800

Expense Breakdown

Grants Paid $167,950

Salaries & Benefits $767,815

Fundraising Expenses $171,276

Program Expenses $3,351,677

Other Expenses $2,847,114

TOTAL EXPENSES $3,782,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,765,800	$4,553,614	+0.0%
Expenses	$3,782,879	$3,381,296	+0.1%
Net Income	$982,921	$1,172,318	-0.2%

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

$133,570

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Bushnell PhD	Executive Dir.	40.00	Officer	$127,575	$5,995	$133,570
Ian Boyce CFP	Chairman	2.00	Officer Director	$0	$0	$0
Dave Haist JD	Vice Chairman	1.00	Officer Director	$0	$0	$0
JoAnne Alvarez EdD	Secretary	1.00	Officer Director	$0	$0	$0
Brok Lahrman CPA	Treasurer	1.00	Officer Director	$0	$0	$0
Celeste Stevens	Director	0.50	Director	$0	$0	$0
Tracy Davis	Director	0.50	Director	$0	$0	$0
Erin LaCross DPN RN	Director	0.50	Director	$0	$0	$0
Pete Van Baalen	Director	0.50	Director	$0	$0	$0
Edmond O'Neal	Director	0.50	Director	$0	$0	$0
Brian Engelhart	Director	0.50	Director	$0	$0	$0
James Cashman	Director	0.50	Director	$0	$0	$0
Denice Beights	Director	0.50	Director	$0	$0	$0
Phil Downs PhD	Director	0.50	Director	$0	$0	$0
Stepanie Veit	Director	0.50	Director	$0	$0	$0
Marilyn Hissong	Director	0.50	Director	$0	$0	$0
Jackson Magdy CPA	Director	0.50	Director	$0	$0	$0
Stacy Young PhD	Director	0.50	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	$4,765,800	$3,782,879	$19,877,432	$982,921
2024	$4,553,614	$3,381,296	$18,382,715	$1,172,318
2023	$3,065,583	$2,254,031	$16,624,759	$811,552
2022	$3,257,383	$1,445,558	$15,051,912	$1,811,825
2021	$2,123,304	$1,611,804	$16,034,452	$511,500
2020	$1,804,827	$1,618,755	$14,150,155	$186,072

Questa Education Foundation Inc