SOUTHWESTERN SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 371399520) - 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

2000

Legal Domicile

Principal Officer

JANET BORROR

Phone

6187292052

Tax Period

2024-07-01 to 2025-06-30

SOUTHWESTERN SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 2000, is a micro nonprofit in the Education sector that reported $85K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $28K, a strong 33% operating margin.

Mission

TO PROVIDE SUPPORT FOR SOUTHWESTERN CUSD'S CURRICULUM PROGRAMS AND SCHOLARSHIPS FOR ITS 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 $56,858

Program Service Revenue $0

Investment Income $7,846

Other Revenue $20,224

TOTAL REVENUE $84,928

Expense Breakdown

Grants Paid $56,027

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,613

Other Expenses $586

TOTAL EXPENSES $56,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,928	$100,748	-0.2%
Expenses	$56,613	$35,081	+0.6%
Net Income	$28,315	$65,667	-0.6%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNNE CHISM	DIRECTOR	1.00	Director	$0	$0	$0
DONNA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BAGLEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE ALBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LOY	DIRECTOR	1.00	Director	$0	$0	$0
KENT SCHEFFEL	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL MOLEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF WATSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHY KASTING	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MANULA	DIRECTOR	1.00	Director	$0	$0	$0
JAY BRUEGGEMAN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JANET BORROR	TREASURER	5.00	Officer	$0	$0	$0
PATRICK KEITH	PRESIDENT	5.00	Officer	$0	$0	$0
KIM REED	SECRETARY	1.00	Officer	$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	$84,928	$56,613	$272,975	$28,315
2024	$100,748	$35,081	$244,660	$65,667
2023	$53,500	$52,258	$178,993	$1,242
2022	$90,726	$31,376	$177,751	$59,350
2021	$32,946	$33,615	$118,401	$-669
2020	$46,265	$43,204	$119,070	$3,061
2019	$64,437	$46,148	$116,009	$18,289

SOUTHWESTERN SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE