SARTELL-ST STEPHEN EDUCATION FOUNDATION (EIN 411878506) - 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

1997

Legal Domicile

Principal Officer

ROBERTA HARTIG

Phone

3204330748

Tax Period

2024-01-01 to 2024-12-31

SARTELL-ST STEPHEN EDUCATION FOUNDATION, founded in 1997, is a micro nonprofit in the Education sector that reported $87K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 29% operating margin.

Mission

FINANCIALLY SUPPORT INNOVATIVE IDEAS AND PROGRAMS FOR STUDENTS OF SCHOOL DISTRICT 748

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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 $55,841

Program Service Revenue $0

Investment Income $32,513

Other Revenue $-1,752

TOTAL REVENUE $86,602

Expense Breakdown

Grants Paid $38,052

Salaries & Benefits $13,554

Fundraising Expenses $8,322

Program Expenses $41,441

Other Expenses $9,814

TOTAL EXPENSES $61,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,602	$68,592	+0.3%
Expenses	$61,420	$81,168	-0.2%
Net Income	$25,182	$-12,576	-3.0%

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

$13,554

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH NOBLE	CHAIR	1.00	Officer Director	$0	$0	$0
BECCA OELRICH	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY FITZTHUM	DIRECTOR	1.00	Director	$0	$0	$0
AMY TROMBLEY	DIRECTOR	1.00	Director	$0	$0	$0
JESSE WESTRUP	DIRECTOR	1.00	Director	$0	$0	$0
DAN DIXON	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY BOSEK	DIRECTOR (BEG MARCH 2024)	1.00	Director	$0	$0	$0
JON RUIS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON WIGER	DIRECTOR	1.00	Director	$0	$0	$0
KARNA FRONDEN	DIRECTOR	1.00	Director	$0	$0	$0
ALISON PARKER	DIRECTOR	1.00	Director	$0	$0	$0
ERICH ROTHSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JOSH SUGAR	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI SWEETER	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN MEIER	DIRECTOR (BEG MARCH 2024)	1.00	Director	$0	$0	$0
TONYA MILLER	EXEC CONSULTANT/PRES (THRU 2/2024)	15.00	Officer	$2,754	$0	$2,754
ROBERTA HARTIG	EXEC CONSULTANT/PRES (BEG 2/2024)	15.00	Officer	$10,800	$0	$10,800

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	$86,602	$61,420	$560,964	$25,182
2021	$103,191	$190,689	$543,056	$-87,498
2020	$210,741	$53,977	$598,658	$156,764

SARTELL-ST STEPHEN EDUCATION FOUNDATION