BALL-CHATHAM EDUCATIONAL FOUNDATION (EIN 371413013) - 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

2004

Legal Domicile

Principal Officer

MICHELLE STECKEL

Phone

2174832416

Tax Period

2022-07-01 to 2023-06-30

BALL-CHATHAM EDUCATIONAL FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $86K in total revenue in fiscal year 2022. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $136K exceeded revenue, resulting in a 57% operating deficit.

Mission

TO RAISE AND DISTRIBUTE FUNDS IN SUPPORT OF THE SCHOOLS OF THE BALL-CHATHAM COMMUNITY UNIT SCHOOL DISTRICT #5.

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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 (2022)

Revenue Breakdown

Contributions & Grants $27,015

Program Service Revenue $0

Investment Income $1,524

Other Revenue $57,811

TOTAL REVENUE $86,350

Expense Breakdown

Grants Paid $107,428

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,455

Other Expenses $28,327

TOTAL EXPENSES $135,755

Year-over-Year Comparison

	2022	2021	Change
Revenue	$86,350	$229,051	-0.6%
Expenses	$135,755	$35,312	+2.8%
Net Income	$-49,405	$193,739	-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

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
KARA HERRIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
KRISTIN DRENDEL	DIRECTOR	3.00	Director	$0	$0	$0
MEGAN JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE STECKEL	TREASURER	3.00	Officer Director	$0	$0	$0
TRICIA LANGHEIM	DIRECTOR	3.00	Director	$0	$0	$0
JIM REED	SECRETARY	3.00	Officer Director	$0	$0	$0
JAMIE HOLT	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
STEPHANIE CHRISTOFFERSON	DIRECTOR	3.00	Director	$0	$0	$0
VALERIE MEDLEY	DIRECTOR	3.00	Director	$0	$0	$0
TAMMY REETER	DIRECTOR	3.00	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
2023	$86,350	$135,755	$260,214	$-49,405
2022	$229,051	$35,312	$309,619	$193,739

BALL-CHATHAM EDUCATIONAL FOUNDATION