CONGDON PARK ELEMENTARY SCHOOL OF DULUTH FOUNDATION (EIN 411933271) - 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

Principal Officer

BEN NORTON

Tax Period

2021-07-01 to 2022-06-30

CONGDON PARK ELEMENTARY SCHOOL OF DULUTH FOUNDATION is a micro nonprofit in the Education sector that reported $8K in total revenue in fiscal year 2021. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 37% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE CURRICULUM AND PROGRAM SUPPORT FOR CONGDON PARK ELEMENTARY SCHOOL OF DULUTH, A PUBLIC SCHOOL.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $0

Investment Income $6,529

Other Revenue $0

TOTAL REVENUE $7,529

Expense Breakdown

Grants Paid $8,244

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,858

Other Expenses $2,095

TOTAL EXPENSES $10,339

Year-over-Year Comparison

	2021	2020	Change
Revenue	$7,529	$34,088	-0.8%
Expenses	$10,339	$12,878	-0.2%
Net Income	$-2,810	$21,210	-1.1%

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
AMY BOMAN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN EVANS	TREASURER	1.00	Director	$0	$0	$0
KAYLA FOLEY	DIRECTOR	1.00	Director	$0	$0	$0
AFTON GAMST	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HUIBREGTSE	TEACHER REP	1.00	Director	$0	$0	$0
ANDREA KNUTSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA KOLQUIST	DIRECTOR	1.00	Director	$0	$0	$0
KATHI KUSCH MARSHALL	SCHOOL PRINC	1.00	Director	$0	$0	$0
JEN MEDAK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BEN NORTON	CHAIR	1.00	Officer Director	$0	$0	$0
JENN TOMAICH	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA WHITESIDE	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
2022	$7,529	$10,339	$198,100	$-2,810
2021	$34,088	$12,878	$233,343	$21,210

CONGDON PARK ELEMENTARY SCHOOL OF DULUTH FOUNDATION