THE STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DIST 200 (EIN 363786044) - 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

2002

Legal Domicile

Principal Officer

JENNIFER MERCK

Phone

6304741344

Tax Period

2020-07-01 to 2021-06-30

THE STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DIST 200, founded in 2002, is a small nonprofit in the Unknown sector that reported $225K in total revenue in fiscal year 2020. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $80K, a strong 36% operating margin.

Mission

ENGAGE THE COMMUNITY TO SUPPORT EDUCATIONAL EXCELLENCE THAT EMPOWERS STUDENTS TO REACH THEIR GREATEST POTENTIAL IN WHEATON-WARRENVILLE DISTRICT 200.

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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 (2020)

Revenue Breakdown

Contributions & Grants $223,659

Program Service Revenue $0

Investment Income $638

Other Revenue $232

TOTAL REVENUE $224,529

Expense Breakdown

Grants Paid $86,975

Salaries & Benefits $31,721

Fundraising Expenses $14,695

Program Expenses $106,008

Other Expenses $25,426

TOTAL EXPENSES $144,122

Year-over-Year Comparison

	2020	2019	Change
Revenue	$224,529	$387,816	-0.4%
Expenses	$144,122	$237,979	-0.4%
Net Income	$80,407	$149,837	-0.5%

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

Volunteers

109

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

$30,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI SEBELA	EXECUTIVE DI	20.00	Officer	$30,000	$0	$30,000
JENNIFER MERCK	PRESIDENT	10.00	Officer Director	$0	$0	$0
SHANNON ENSING	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
BRETT MATHIESON	TREASURER	1.25	Officer Director	$0	$0	$0
BOB HUPP	ASSISTANT SE	10.00	Officer Director	$0	$0	$0
STEVE JOHNSON	LEGAL COUNSE	3.75	Director	$0	$0	$0
MARY PLEPEL	DIRECTOR	15.00	Director	$0	$0	$0
KIMBERLY MCNAMARA	DIRECTOR	3.00	Director	$0	$0	$0
KARA MURPHY	DIRECTOR	3.00	Director	$0	$0	$0
TOM PAULSEN	DIRECTOR	3.00	Director	$0	$0	$0
JIM VROMAN	DIRECTOR	3.00	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
2021	$224,529	$144,122	$309,580	$80,407
2020	$387,816	$237,979	$229,173	$149,837
2018	$211,977	$166,645	$68,590	$45,332

THE STUDENT EXCELLENCE FOUNDATION FOR WHEATON-WARRENVILLE DIST 200