The Joseph Sears School Foundation - A Kenilworth SD No 38 Supporting Org (EIN 363059635) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

DAVID MANGEL

Phone

8476090500

Tax Period

2023-07-01 to 2024-06-30

The Joseph Sears School Foundation - A Kenilworth SD No 38 Supporting Org, founded in 1979, is a micro nonprofit in the Education sector that reported $84K in total revenue in fiscal year 2018. Revenue surged 101% from the prior year, signaling strong growth momentum. Expenses of $113K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO CREATE A BROAD BASE OF SUPPORT FOR PROJECTS ENABLING THE SCHOOL TO MAINTAIN THE MARGIN OF EXCELLENCE AND HIGH STANDARDS THAT DISTINGUISH OUTSTANDING SCHOOLS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $123,542

Other Revenue $0

TOTAL REVENUE $123,542

Expense Breakdown

Grants Paid $1,007,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,007,000

Other Expenses $2,221

TOTAL EXPENSES $1,009,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,542	$18,876	+5.5%
Expenses	$1,009,221	$11,896	+83.8%
Net Income	$-885,679	$6,980	-127.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JOHN HART	PRESIDENT	5.00	Director	$0	$0	$0
JAMES ROTH	VICE PRESIDENT	1.00	Director	$0	$0	$0
DAVID MANGEL	TREASURER	1.00	Director	$0	$0	$0
WILLIAM GRAHAM	DIRECTOR	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	No data	No data	No data	No data
2024	$123,542	$1,009,221	$94,478	$-885,679
2023	$18,876	$11,896	$1,093,044	$6,980
2022	$16,720	$1,786	$999,495	$14,934
2021	$15,877	$3,486	$1,107,819	$12,391
2020	$47,613	$11,476	$934,217	$36,137
2019	$83,922	$113,238	$904,982	$-29,316

The Joseph Sears School Foundation - A Kenilworth SD No 38 Supporting Org