HOWARD SUAMICO EDUCATIONAL FOUNDATION INC (EIN 391731704) - 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

1993

Legal Domicile

Principal Officer

LONNY CHARLES

Phone

9206627878

Tax Period

2024-07-01 to 2025-06-30

HOWARD SUAMICO EDUCATIONAL FOUNDATION INC, founded in 1993, is a small nonprofit in the Education sector that reported $303K in total revenue in fiscal year 2024. Revenue surged 230% from the prior year, signaling strong growth momentum. The organization ran a surplus of $174K, a strong 57% operating margin.

Mission

THE HOWARD-SUAMICO EDUCATION FOUNDATION (HSEF) IS A NONPROFIT ORGANIZATION CREATED TO INVEST IN STUDENTS AND TEACHERS TO ADVANCE OPPORTUNITIES, INNOVATION, AND PRIDE IN HSSD AND THE COMMUNITY.

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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 $282,020

Program Service Revenue $0

Investment Income $21,297

Other Revenue $0

TOTAL REVENUE $303,317

Expense Breakdown

Grants Paid $120,701

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,530

Other Expenses $8,841

TOTAL EXPENSES $129,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,317	$91,930	+2.3%
Expenses	$129,542	$97,275	+0.3%
Net Income	$173,775	$-5,345	-33.5%

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

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
LONNY CHARLES	TREASURER	4.00	Officer Director	$0	$0	$0
PAUL BELSCHNER	DIRECTOR	2.00	Director	$0	$0	$0
AMY SCHEEL-JONES	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
MEGHAN WEYCKER	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN STUELPNER	PRESIDENT	4.00	Officer Director	$0	$0	$0
GREG KLIMEK	DIRECTOR	2.00	Director	$0	$0	$0
JONATHON SCHWEIGER	DIRECTOR	2.00	Director	$0	$0	$0
BILL HAWKER	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON MARSDEN	DIRECTOR	2.00	Director	$0	$0	$0
MICHELL BARTLEIN	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTY MANEY	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE SMITH	EXECUTIVE DIRECTOR	38.00	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	$303,317	$129,542	$640,656	$173,775
2024	$91,930	$97,275	$441,071	$-5,345
2023	$148,761	$101,749	$425,935	$47,012
2022	$473,513	$486,099	$368,077	$-12,586
2021	$110,223	$352,473	$409,505	$-242,250
2020	$1,263,443	$1,336,080	$613,079	$-72,637
2019	$383,425	$74,550	$691,993	$308,875

HOWARD SUAMICO EDUCATIONAL FOUNDATION INC