Naperville Education Foundation (EIN 363844402) - 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

1992

Legal Domicile

Principal Officer

Stephanie Hebron

Phone

6304203086

Tax Period

2024-07-01 to 2025-06-30

Naperville Education Foundation, founded in 1992, is a small nonprofit in the Education sector that reported $893K in total revenue in fiscal year 2024. Net assets of $3.1M represent 42 months of operating reserves.

Mission

Encourage creativity, innovation, and excellence in Naperville School District 203 students.

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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 $833,117

Program Service Revenue $0

Investment Income $86,006

Other Revenue $-25,818

TOTAL REVENUE $893,305

Expense Breakdown

Grants Paid $646,455

Salaries & Benefits $127,507

Fundraising Expenses $50,481

Program Expenses $775,562

Other Expenses $124,682

TOTAL EXPENSES $898,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$893,305	$910,544	0.0%
Expenses	$898,644	$910,501	0.0%
Net Income	$-5,339	$43	-125.2%

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

$81,882

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jenny Tank	Co Chair	4.00	Officer Director	$0	$0	$0
Julie Beehler	Co Chair	4.00	Officer Director	$0	$0	$0
Stephanie Hebron	Treasurer	2.00	Officer Director	$0	$0	$0
Kelly Llewellyn	Secretary	2.00	Officer Director	$0	$0	$0
John Bramlette	Trustee	1.00	Officer Director	$0	$0	$0
Dan Bridges	Trustee	1.00	Director	$0	$0	$0
Nick Buckingham	Trustee	1.00	Director	$0	$0	$0
Travis George	Trustee	1.00	Director	$0	$0	$0
Amanda Kunzer	Trustee	1.00	Director	$0	$0	$0
Greg Hawkes	Trustee	1.00	Director	$0	$0	$0
Diana Torres Hawken	Trustee	1.00	Director	$0	$0	$0
Jessica McHugh	Trustee	1.00	Director	$0	$0	$0
Byanka McShane	Trustee	1.00	Director	$0	$0	$0
Donna Wandke	Trustee	1.00	Director	$0	$0	$0
Scott Frauenheim	Trustee	1.00	Director	$0	$0	$0
Victoria Freier	Trustee	1.00	Director	$0	$0	$0
Meena Banasiak	Trustee	1.00	Director	$0	$0	$0
Audrey Lane	Trustee	2.00	Director	$0	$0	$0
Kristin Porter	Trustee	1.00	Director	$0	$0	$0
Jackie Pajor	Trustee	1.00	Director	$0	$0	$0
Bob Rechenmacher	Trustee	1.00	Director	$0	$0	$0
Wendy Goettsch	Executive Director	40.00	Officer	$81,882	$0	$81,882

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	$893,305	$898,644	$3,275,746	$-5,339
2024	$910,544	$910,501	$3,092,679	$43
2023	$947,528	$1,016,302	$2,793,116	$-68,774
2022	$760,025	$773,501	$2,565,258	$-13,476
2021	$547,973	$596,762	$2,944,553	$-48,789
2020	$833,049	$754,060	$2,623,821	$78,989
2019	$576,203	$553,044	$2,478,782	$23,159

Naperville Education Foundation