ZUMBROTA MAZEPPA EDUCATIONAL FOUNDATION (EIN 411975567) - 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

2001

Legal Domicile

Principal Officer

CAITLIN MILLER

Phone

5077327395

Tax Period

2024-01-01 to 2024-12-31

ZUMBROTA MAZEPPA EDUCATIONAL FOUNDATION, founded in 2001, is a micro nonprofit in the Education sector that reported $83K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $107K exceeded revenue, resulting in a 28% operating deficit.

Mission

ENRICH & ENHANCE LEARNING OPPORTUNITIES FOR STUDENTS OF THE ZUMBROTA-MAZEPPA SCHOOL DISTRICT.

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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 $43,317

Program Service Revenue $0

Investment Income $39,932

Other Revenue $0

TOTAL REVENUE $83,249

Expense Breakdown

Grants Paid $100,640

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,588

Other Expenses $6,303

TOTAL EXPENSES $106,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,249	$90,428	-0.1%
Expenses	$106,943	$60,831	+0.8%
Net Income	$-23,694	$29,597	-1.8%

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
CAITLIN MILLER	President & CEO	1.00	Officer Director	$0	$0	$0
AMBER JENTSCH	Director	0.25	Director	$0	$0	$0
RENE ARENDT	Director	0.25	Director	$0	$0	$0
KENDALE GUEST	Director	0.25	Director	$0	$0	$0
ABBEY O'CONNOR	Vice President	1.00	Officer Director	$0	$0	$0
BECKY HINCHLEY	Secretary	1.00	Officer Director	$0	$0	$0
DANI DUFRESNE	Director	0.25	Director	$0	$0	$0
JEAN ROTH	Director	0.25	Director	$0	$0	$0
TIM HUNSUCKER	Director	0.25	Director	$0	$0	$0
AMANDA PETERS	Director	0.25	Director	$0	$0	$0
TESSA PONCELET	Director	0.25	Director	$0	$0	$0
SUSAN PETERSON	Treasurer	1.00	Officer Director	$0	$0	$0
JOHN STAPLETON	Director	0.25	Director	$0	$0	$0
QUINN RASMUSSEN	Director	0.25	Director	$0	$0	$0
JAMES WENDT	Director	0.25	Director	$0	$0	$0
AMANDA LOHMANN	Director	0.25	Director	$0	$0	$0
RYAN BARNICK	Director	0.25	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	$83,249	$106,943	$914,997	$-23,694
2023	$90,428	$60,831	$920,259	$29,597
2022	$52,238	$21,190	$852,880	$31,048
2021	$47,664	$30,659	$912,877	$17,005
2020	$45,044	$12,931	$864,269	$32,113
2019	$42,885	$35,879	$821,398	$7,006
2018	$74,177	$32,551	$764,079	$41,626

ZUMBROTA MAZEPPA EDUCATIONAL FOUNDATION