SEDONA-OAK CREEK UNIFIED SCHOOL DIST EDU FND INC (EIN 383737910) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Phone

6027083218

Tax Period

2024-07-01 to 2025-06-30

SEDONA-OAK CREEK UNIFIED SCHOOL DIST EDU FND INC, founded in 2018, is a mid-sized nonprofit in the Education sector that reported $10.4M in total revenue in fiscal year 2024. Revenue surged 9252% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.2M, a strong 99% operating margin.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,218,041

Program Service Revenue $0

Investment Income $152,010

Other Revenue $0

TOTAL REVENUE $10,370,051

Expense Breakdown

Grants Paid $98,740

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,740

Other Expenses $30,777

TOTAL EXPENSES $129,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,370,051	$110,891	+92.5%
Expenses	$129,517	$124,181	+0.0%
Net Income	$10,240,534	$-13,290	-771.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
RANDY HAWLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOAN BOUCK	TREASURER	3.00	Officer Director	$0	$0	$0
BASIL MAHER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIMI MAHER	SECRETARY	2.00	Officer Director	$0	$0	$0
BRAD ANDREWS	DIRECTOR	1.00	Officer Director	$0	$0	$0
CATEY MAXEY	DIRECTOR	1.00	Officer Director	$0	$0	$0
TOM SWANINGER	DIRECTOR	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	$10,370,051	$129,517	$10,371,240	$10,240,534
2022	$358,776	$288,120	$334,176	$70,656
2021	$401,216	$418,744	$263,519	$-17,528
2020	$375,434	$103,059	$370,875	$272,375

SEDONA-OAK CREEK UNIFIED SCHOOL DIST EDU FND INC