LINCOLN-WAY HIGH SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 363986393) - 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

1994

Legal Domicile

Principal Officer

STACIE MCGLONE

Phone

8154622976

Tax Period

2024-01-01 to 2024-12-31

LINCOLN-WAY HIGH SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 1994, is a small nonprofit in the Education sector that reported $180K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $216K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO CREATIVELY GENERATE FINANCIAL SUPPORT WITH WHICH TO ENRICH AND ENHANCE THE OPPORTUNITIES AND EDCUATIONAL EXPERIENCES OF LINCOLN-WAY HIGH SCHOOL DISTRICT 210 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 $32,176

Program Service Revenue $0

Investment Income $12,857

Other Revenue $134,688

TOTAL REVENUE $179,721

Expense Breakdown

Grants Paid $125,281

Salaries & Benefits $64,590

Fundraising Expenses $29,065

Program Expenses $151,117

Other Expenses $25,778

TOTAL EXPENSES $215,649

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,721	$225,261	-0.2%
Expenses	$215,649	$86,351	+1.5%
Net Income	$-35,928	$138,910	-1.3%

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

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIE MCGLONE	EXECUTIVE DI	40.00	Officer	$60,000	$0	$60,000
RAY GARZA	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE MOYLE	INTERNAL V.P	1.00	Officer Director	$0	$0	$0
GREG LADALSKI	EXTERNAL V.P	1.00	Officer Director	$0	$0	$0
DAVID ZANG	TREASURER	1.00	Officer Director	$0	$0	$0
LIZ WIRTH	SECRETARY	1.00	Officer Director	$0	$0	$0
MADISON BLACKWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGHAN DARNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI DIGNAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD GARTELMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLISON HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MONICA HUIZINGA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET JANIK	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN KURTH	BOARD MEMBER	1.00	Director	$0	$0	$0
JACLYN MEDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE NOSAL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHETAL PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL RATLIFF	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK TURTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET VIANE	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY WIRT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAI ZHANG	BOARD MEMBER	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
2024	$179,721	$215,649	$209,844	$-35,928
2023	$225,261	$86,351	$243,908	$138,910
2022	$125,404	$205,948	$112,196	$-80,544
2021	$201,676	$102,816	$189,722	$98,860
2020	$140,612	$104,246	$83,700	$36,366

LINCOLN-WAY HIGH SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE