TREMONT EDUCATION FOUNDATION

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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

CODY BEER

Phone

3099252121

Tax Period

2025-01-01 to 2025-12-31

TREMONT EDUCATION FOUNDATION, founded in 1992, is a micro nonprofit that reported $34K in total revenue in fiscal year 2025. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $57K exceeded revenue, resulting in a 68% operating deficit.

Mission

TO SUPPORT EDUCATIONAL PROGRAMS THAT ARE INNOVATIVE AND/OR COMPLEMENT, ENRICH OR ENHANCE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS IN TREMONT SCHOOL DISTRICT 702

Program Service Accomplishments

Program 1

Expenses: $55,704

$25,204 OF GRANTS WERE APPROVED BY THE BOARD OF DIRECTORS AND DISTRIBUTED TO SUPPORT PROJECTS AT THE TREMONT SCHOOLS. ALSO, 18 CURRENT/FORMER STUDENTS OF TREMONT SCHOOL DISTRICT 702 RECEIVED...

$25,204 OF GRANTS WERE APPROVED BY THE BOARD OF DIRECTORS AND DISTRIBUTED TO SUPPORT PROJECTS AT THE TREMONT SCHOOLS. ALSO, 18 CURRENT/FORMER STUDENTS OF TREMONT SCHOOL DISTRICT 702 RECEIVED SCHOLARSHIPS (TOTALING $30,500). SEE SCHEDULE I.

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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 $22,889

Program Service Revenue $0

Investment Income $11,117

Other Revenue $0

TOTAL REVENUE $34,006

Expense Breakdown

Grants Paid $55,704

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,704

Other Expenses $1,302

TOTAL EXPENSES $57,006

Year-over-Year Comparison

	2025	2024	Change
Revenue	$34,006	$198,446	-0.8%
Expenses	$57,006	$71,347	-0.2%
Net Income	$-23,000	$127,099	-1.2%

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

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
CURT HERRIN	DIRECTOR	0.50	Director	$0	$0	$0
MARYGRACE KAISER	SECRETARY	1.00	Officer Director	$0	$0	$0
MERRY SUMER	DIRECTOR	0.50	Director	$0	$0	$0
MIKE HONAN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI FUOSS	DIRECTOR	0.50	Director	$0	$0	$0
ROB ROPP	DIRECTOR	0.50	Director	$0	$0	$0
MARTHA OERTLE	DIRECTOR	0.50	Director	$0	$0	$0
CODY BEER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TERESA DELINSKI	DIRECTOR	0.50	Director	$0	$0	$0
NOAH LEE	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE PAPENHAUSE	TREASURER	1.00	Officer 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	$34,006	$57,006	$858,845	$-23,000
2024	No data	No data	No data	No data
2023	$103,933	$56,772	$714,355	$47,161
2022	$-58,049	$44,774	$654,105	$-102,823
2021	$61,974	$31,437	$748,720	$30,537
2020	$132,529	$33,118	$717,228	$99,411