ISABELLA GRIMES EDUCATIONAL FUND

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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

1937

Legal Domicile

Principal Officer

JAMES

Phone

6184985541

Tax Period

2024-10-01 to 2025-09-30

ISABELLA GRIMES EDUCATIONAL FUND, founded in 1937, is a small nonprofit in the Education sector that reported $610K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $251K, a strong 41% operating margin.

Mission

THE FUND PROVIDES EDUCATIONAL ASSISTANCE TO COLLEGE STUDENTS RESIDING IN JERSEY COUNTY, ILLINOIS.

Program Service Accomplishments

Program 1

Expenses: $341,640 Revenue: $376,425

THE FUND PROVIDES EDUCATIONAL ASSISTANCE TO COLLEGE STUDENTS RESIDING IN JERSEY COUNTY, ILLINOIS.

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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 $100

Program Service Revenue $166,895

Investment Income $233,414

Other Revenue $209,530

TOTAL REVENUE $609,939

Expense Breakdown

Grants Paid $341,640

Salaries & Benefits $1,500

Fundraising Expenses $0

Program Expenses $341,640

Other Expenses $15,368

TOTAL EXPENSES $358,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$609,939	$499,972	+0.2%
Expenses	$358,508	$284,090	+0.3%
Net Income	$251,431	$215,882	+0.2%

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

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

$1,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HEFNER	TRUSTEE	0.00	Director	$0	$0	$0
JASON BRUNAUGH	TRUSTEE	0.00	Director	$0	$0	$0
JAMES FRAZIER	TRUSTEE	1.00	Director	$1,500	$0	$1,500
JUDY PRUITT	TRUSTEE	0.00	Director	$0	$0	$0
TOM LESLIE	TRUSTEE	0.00	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
2025	$609,939	$358,508	$4,320,576	$251,431
2024	$499,972	$284,090	$3,841,814	$215,882
2023	$479,036	$301,023	$3,130,768	$178,013
2022	$569,820	$288,471	$2,736,951	$281,349
2021	$483,960	$305,959	$2,979,378	$178,001
2020	$471,492	$354,485	$2,512,493	$117,007