RIVER BEND EDUCATIONAL FOUNDATION (EIN 363428777) - 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

1985

Legal Domicile

Principal Officer

KRISTYL MCDANIEL

Phone

5632448167

Tax Period

2023-07-01 to 2024-06-30

RIVER BEND EDUCATIONAL FOUNDATION, founded in 1985, is a small nonprofit in the Education sector that reported $213K in total revenue in fiscal year 2023. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $101K, a strong 47% operating margin.

Mission

ENHANCE PROGRAMS OF LOCAL K-12 PUBLIC SCHOOLS.

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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 $184,520

Program Service Revenue $0

Investment Income $28,331

Other Revenue $0

TOTAL REVENUE $212,851

Expense Breakdown

Grants Paid $111,510

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,510

Other Expenses $335

TOTAL EXPENSES $111,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,851	$85,861	+1.5%
Expenses	$111,845	$70,341	+0.6%
Net Income	$101,006	$15,520	+5.5%

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

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
BARBARA MASK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KRISTYL MCDANIEL	TREASURER	2.00	Officer Director	$0	$0	$0
JANE ORMAN-LUKER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE OWEN	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA PETERSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN SCHIPPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KARA SPOONER	DIRECTOR	1.00	Director	$0	$0	$0
BRAD STUART	DIRECTOR	1.00	Director	$0	$0	$0
DOUG TEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
JEAN WILKIN	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	$212,851	$111,845	$1,439,916	$101,006
2023	$85,861	$70,341	$1,205,384	$15,520
2022	$73,792	$63,593	$1,114,682	$10,199
2021	$74,883	$74,505	$1,226,554	$378
2020	$85,046	$66,016	$1,010,228	$19,030
2019	$80,061	$49,747	$972,834	$30,314
2018	$77,065	$73,973	$881,500	$3,092

RIVER BEND EDUCATIONAL FOUNDATION