DISTRICT 877 EDUCATIONAL SCHOLARSHIP FOUNDATION (EIN 411572811) - 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

1986

Legal Domicile

Principal Officer

TED ZRUST

Phone

7636825200

Tax Period

2024-01-01 to 2024-12-31

DISTRICT 877 EDUCATIONAL SCHOLARSHIP FOUNDATION, founded in 1986, is a small nonprofit that reported $148K in total revenue in fiscal year 2024. The organization ran a surplus of $38K, a strong 26% operating margin.

Mission

OBTAIN DONATIONS FOR SCHOLARSHIPS

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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 $101,213

Program Service Revenue $0

Investment Income $46,957

Other Revenue $0

TOTAL REVENUE $148,170

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,000

Other Expenses $5,086

TOTAL EXPENSES $110,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,170	$140,818	+0.1%
Expenses	$110,086	$110,085	+0.0%
Net Income	$38,084	$30,733	+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

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
MICHAEL WALSH	DIRECTOR	0.50	Director	$0	$0	$0
ANDREE IDEN	DIRECTOR	0.25	Director	$0	$0	$0
KELLY HIESTAND	DIRECTOR	0.25	Director	$0	$0	$0
LUKE SCHMIDT	DIRECTOR	0.25	Director	$0	$0	$0
ANNE JUNGWIRTH	DIRECTOR	0.25	Director	$0	$0	$0
TED ZRUST	PRESIDENT	0.25	Officer Director	$0	$0	$0
MARILEE KRAMER	TREASURER	0.25	Officer Director	$0	$0	$0
BRAD ELO	VICE PRESIDENT	0.25	Officer 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
2024	$148,170	$110,086	$629,896	$38,084
2023	$145,245	$94,320	$591,812	$50,925
2022	$120,158	$106,662	$540,887	$13,496
2021	$124,320	$74,549	$592,386	$49,771
2020	$158,294	$83,504	$542,615	$74,790

DISTRICT 877 EDUCATIONAL SCHOLARSHIP FOUNDATION