BEYOND THE BOOKS EDUCATIONAL FOUND… - 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

1992

Legal Domicile

Principal Officer

David Anderson

Phone

3096609788

Tax Period

2025-01-01 to 2025-12-31

BEYOND THE BOOKS EDUCATIONAL FOUNDATION, founded in 1992, is a small nonprofit in the Education sector that reported $108K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 16% operating margin.

Mission

The primary mission is to provide grants to public school educators in our community's two public school districts, Unit 5 and District 87.

Program Service Accomplishments

Program 1

Expenses: $90,360 Revenue: $107,960

The primary mission is to provide grants to public school educators in our community's two public school districts, Unit 5 and District 87. Teachers complete a rigorous application process in which completed applications are blindly submitted to our organization's grants committee. We take great care to make sure neither the applicant's name nor school is known during the grant review process. in 2015, grant applications exceeded budgeted grants amounts by several thousand dollars. The grants committee carefully reviews each application to determine those that are most worthy of funds from budgeted amounts. Applicants awarded grants use the money to underwrite innovative teaching projects that are "beyond the books."

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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 (2025)

Revenue Breakdown

Contributions & Grants $50,802

Program Service Revenue $0

Investment Income $57,158

Other Revenue $0

TOTAL REVENUE $107,960

Expense Breakdown

Grants Paid $73,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,360

Other Expenses $17,360

TOTAL EXPENSES $90,360

Year-over-Year Comparison

	2025	2024	Change
Revenue	$107,960	$86,917	+0.2%
Expenses	$90,360	$92,754	0.0%
Net Income	$17,600	$-5,837	-4.0%

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
Erin Easter	Director	1	Director	$0	$0	$0
Yuki Gottschaldt	Director	1	Director	$0	$0	$0
Jim Rosenlund	Director & Treasurer	1	Director	$0	$0	$0
Erica Hartman	Director	1	Director	$0	$0	$0
Paul Tkach	Director	1	Director	$0	$0	$0
Teresa Carroll	Director & Vice President	1	Director	$0	$0	$0
Amanda DeVore	Director	1	Director	$0	$0	$0
Sarah Hinch	Director	1	Director	$0	$0	$0
Rexis Lanier	Director	1	Director	$0	$0	$0
David Anderson	Director & President	1	Director	$0	$0	$0
Trevor Chapman	Director	1	Director	$0	$0	$0
Matt Felumlee	Director	1	Director	$0	$0	$0
Stacie France	Director & Secretary	1	Director	$0	$0	$0
Lynette Mehall	Director	1	Director	$0	$0	$0
Sarah Neeley	Director	1	Director	$0	$0	$0
Holly Tindall	Director	1	Director	$0	$0	$0
Kentrica Coleman	Class B Director	1	Director	$0	$0	$0
Beth Heikkila	Director	1	Director	$0	$0	$0
Cathy Lust	Class B Director	1	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	$107,960	$90,360	$1,139,129	$17,600
2024	$86,917	$92,754	$1,049,094	$-5,837
2023	$66,839	$110,682	$1,001,243	$-43,843
2022	$100,968	$127,621	$930,238	$-26,653
2021	$69,138	$107,036	$1,176,573	$-37,898
2020	$81,600	$93,806	$1,139,547	$-12,206
2019	$215,013	$70,078	$1,059,972	$144,935
2018	$5,982	$79,634	$914,923	$-73,652

BEYOND THE BOOKS EDUCATIONAL FOUNDATION