TREMONT EDUCATION FOUNDATION (EIN 371296130) - 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

CODY BEER

Tax Period

2023-01-01 to 2023-12-31

TREMONT EDUCATION FOUNDATION, founded in 1992, is a small nonprofit that reported $133K in total revenue in fiscal year 2020. Revenue surged 204% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 75% operating margin.

Mission

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

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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 (2023)

Revenue Breakdown

Contributions & Grants $88,294

Program Service Revenue $0

Investment Income $15,639

Other Revenue $0

TOTAL REVENUE $103,933

Expense Breakdown

Grants Paid $37,754

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,715

Other Expenses $19,018

TOTAL EXPENSES $56,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,933	$-58,049	-2.8%
Expenses	$56,772	$44,774	+0.3%
Net Income	$47,161	$-102,823	-1.5%

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

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
ROB ROPP	DIRECTOR	0.50	Director	$0	$0	$0
LORI FUOSS	DIRECTOR	0.50	Director	$0	$0	$0
MARTHA OERTLE	DIRECTOR	0.50	Director	$0	$0	$0
NOAH LEE	DIRECTOR	0.50	Director	$0	$0	$0
TERESA DELINSKI	DIRECTOR	0.50	Director	$0	$0	$0
CURT HERRIN	DIRECTOR	0.50	Director	$0	$0	$0
MIKE HONAN	DIRECTOR	0.50	Director	$0	$0	$0
MARYGRACE KAISER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CODY BEER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MERRY SUMER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSH DICKEY	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
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

TREMONT EDUCATION FOUNDATION