SHAKOPEE EDUCATIONAL ENDOWMENT (EIN 411666454) - 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

JACK TRIMBO

Phone

9524455049

Tax Period

2024-01-01 to 2024-12-31

SHAKOPEE EDUCATIONAL ENDOWMENT, founded in 1991, is a micro nonprofit in the Unknown sector that reported $34K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Net assets of $557K represent 195 months of operating reserves.

Mission

PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS TO SCHOOLS

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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 $23,704

Program Service Revenue $0

Investment Income $10,528

Other Revenue $0

TOTAL REVENUE $34,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,575

Other Expenses $36,469

TOTAL EXPENSES $36,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,232	$41,154	-0.2%
Expenses	$36,469	$44,563	-0.2%
Net Income	$-2,237	$-3,409	-0.3%

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

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
JOANN BLOCK	DIRECTOR	N/A	Director	$0	$0	$0
APRYL DEUTSCH	DIRECTOR	N/A	Director	$0	$0	$0
ANDREA HARRELL	DIRECTOR	N/A	Director	$0	$0	$0
KATHY MCKAY	DIRECTOR	N/A	Director	$0	$0	$0
KRISTI PETERSON	DIRECTOR	N/A	Director	$0	$0	$0
PAULETTE RISLUND	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER SMITH	DIRECTOR	N/A	Director	$0	$0	$0
PAM WILGER-BUKARI	DIRECTOR	N/A	Director	$0	$0	$0
KATHY BUSCH	DIRECTOR	N/A	Officer	$0	$0	$0
HOLLY JOHNSON	SECRETARY	N/A	Officer	$0	$0	$0
JULIE MAYNARD-JOHNSON	CHAIR PERSON	N/A	Officer	$0	$0	$0
JACK TRIMBO	TREASURER	N/A	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
2024	$34,232	$36,469	$556,546	$-2,237
2023	$41,154	$44,563	$530,641	$-3,409
2022	$41,525	$49,495	$505,638	$-7,970
2021	$74,562	$42,262	$562,480	$32,300
2020	$80,005	$49,626	$480,379	$30,379
2019	$86,067	$60,824	$450,932	$25,243
2018	$40,810	$31,704	$418,842	$9,106

SHAKOPEE EDUCATIONAL ENDOWMENT