HAMILTON EDUCATION FOUNDATION INC (EIN 391711043) - 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

1991

Legal Domicile

Principal Officer

KRISTEN KIDD

Phone

2628933636

Tax Period

2024-07-01 to 2025-06-30

HAMILTON EDUCATION FOUNDATION INC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $156K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $219K exceeded revenue, resulting in a 41% operating deficit.

Mission

IT IS THE MISSION OF THE HAMILTON EDUCATION FOUNDATION, INC., IN PARTNERSHIP WITH THE COMMUNITY, TO FUND ENHANCED, EXTENDED AND ENRICHED LEARNING OPPORTUNITIES FOR STUDENTS AND EDUCATORS IN THE HAMILTON SCHOOL DISTRICT.

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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 $132,358

Program Service Revenue $0

Investment Income $37,574

Other Revenue $-14,401

TOTAL REVENUE $155,531

Expense Breakdown

Grants Paid $145,087

Salaries & Benefits $38,398

Fundraising Expenses $0

Program Expenses $145,087

Other Expenses $35,608

TOTAL EXPENSES $219,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,531	$136,160	+0.1%
Expenses	$219,093	$194,084	+0.1%
Net Income	$-63,562	$-57,924	+0.1%

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

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

$33,842

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT WELLENS	CHAIR	2.00	Officer Director	$0	$0	$0
DAN MUEHLENBACH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KEN EZROW	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM SEILER	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER SEBOE	TRUSTEE (FROM DEC 2024)	2.00	Director	$0	$0	$0
SARAH VIERA	TRUSTEE	2.00	Director	$0	$0	$0
KRISTIN LICKLIDER	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES KIDD	TRUSTEE	2.00	Director	$0	$0	$0
KIRK LANGENKAMP	TRUSTEE	2.00	Director	$0	$0	$0
GREG TREICHEL	TRUSTEE	2.00	Director	$0	$0	$0
DR PAUL MIELKE	TRUSTEE	2.00	Director	$0	$0	$0
MARY BAUER	TRUSTEE	2.00	Director	$0	$0	$0
BAILEY WALKER	TRUSTEE	2.00	Director	$0	$0	$0
KRISTEN KIDD	CO-EXECUTIVE DIRECTOR	20.00	Officer	$16,921	$0	$16,921
JULIE CARPENTER	CO-EXECUTIVE DIRECTOR	20.00	Officer	$16,921	$0	$16,921

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	$155,531	$219,093	$1,296,821	$-63,562
2024	No data	No data	No data	No data
2023	$294,433	$197,367	$1,115,859	$97,066
2022	$176,390	$128,316	$911,621	$48,074
2021	$71,584	$42,919	$974,415	$28,665
2020	$102,036	$83,301	$777,543	$18,735
2019	$175,912	$116,755	$744,741	$59,157

HAMILTON EDUCATION FOUNDATION INC