DISTRICT 882 EDUCATIONAL AND SCHOL… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

Tina Burkholder

Phone

7632722015

Tax Period

2023-07-01 to 2024-06-30

DISTRICT 882 EDUCATIONAL AND SCHOLARSHIP FOUNDATION, founded in 1984, is a small nonprofit that reported $153K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $2.6M exceeded revenue, resulting in a 1610% operating deficit.

Mission

Soliciting donations to provide scholarships to graduating seniors of Monticello High School

Program Service Accomplishments

Program 1

Expenses: $2,622,861 Revenue: $51,700

In previous years, the donations received went out to graduating seniors. This year, funds were transferred out to Community Giving so future scholarships will be distributed by Community Giving

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $51,700

Investment Income $101,717

Other Revenue $0

TOTAL REVENUE $153,417

Expense Breakdown

Grants Paid $2,622,836

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,622,861

Other Expenses $25

TOTAL EXPENSES $2,622,861

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,417	$179,818	-0.1%
Expenses	$2,622,861	$158,435	+15.6%
Net Income	$-2,469,444	$21,383	-116.5%

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

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
Eric Olson	Trustee	1	Director	$0	$0	$0
Devony Moore	Trustee	1	Director	$0	$0	$0
Cnidy Ochoa	Director	1	Director	$0	$0	$0
Andy Moll	Director	1	Director	$0	$0	$0
Wilson Burggraff	Director	1	Officer	$0	$0	$0
Greg LaVallee	Director	1	Officer	$0	$0	$0
Amy LaVallee	Director	1	Officer	$0	$0	$0
Jim Johnson	Director	1	Officer	$0	$0	$0
Mike Benedetto	Director	1	Officer	$0	$0	$0
Jim Dickrell	Director	1	Officer	$0	$0	$0
Kim Tapper	Director	1	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
2024	$153,417	$2,622,861	No data	$-2,469,444
2023	$179,818	$158,435	$2,469,444	$21,383
2022	$97,950	$154,802	$2,448,079	$-56,852
2021	$91,113	$177,350	$2,510,039	$-86,237

DISTRICT 882 EDUCATIONAL AND SCHOLARSHIP FOUNDATION