FERTILE BELTRAMI EDUCATION FOUNDATION (EIN 411860557) - 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

2000

Legal Domicile

Principal Officer

LISA AAKHUS

Phone

7018666388

Tax Period

2025-01-01 to 2025-12-31

FERTILE BELTRAMI EDUCATION FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $215K in total revenue in fiscal year 2025. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $68K, a strong 32% operating margin.

Mission

TO EXPAND THE AVENUES OF LEARNING FOR TEACHERS AND STUDENTS OF THE FERTILE-BELTRAMI SCHOOL DISTRICT FOR THE PRESENT AND FUTURE.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $73,545

Program Service Revenue $0

Investment Income $139,590

Other Revenue $1,560

TOTAL REVENUE $214,695

Expense Breakdown

Grants Paid $139,218

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,300

Other Expenses $7,744

TOTAL EXPENSES $146,962

Year-over-Year Comparison

	2025	2024	Change
Revenue	$214,695	$337,019	-0.4%
Expenses	$146,962	$124,036	+0.2%
Net Income	$67,733	$212,983	-0.7%

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

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
HEIDI BENSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MATT FORGIT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELAINE ERDAHL	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA AAKHUS	TREASURER	2.00	Officer Director	$0	$0	$0
APRIL GRUNHOVD	FINANCIAL DIRECTOR	1.00	Officer Director	$0	$0	$0
CRAIG LARSON	DIRECTOR	1.00	Director	$0	$0	$0
STACI KRONSCHNABEL	DIRECTOR	1.00	Director	$0	$0	$0
GEORGIA GULLICKSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY KIEFERT	DIRECTOR	1.00	Director	$0	$0	$0
NATTY MESSICK	DIRECTOR	1.00	Director	$0	$0	$0
VERNA NORLAND	DIRECTOR	1.00	Director	$0	$0	$0
KARI MORVIG	DIRECTOR	1.00	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	$214,695	$146,962	$2,046,262	$67,733
2024	No data	No data	No data	No data
2023	$223,364	$114,520	$1,674,010	$108,844
2022	$401,969	$89,570	$1,463,782	$312,399
2021	$191,727	$45,763	$1,293,127	$145,964
2020	$270,402	$37,320	$1,079,423	$233,082

FERTILE BELTRAMI EDUCATION FOUNDATION