ROLAND STORY COMMUNITY SCHOOL DISTRICT FOUNDATION (EIN 421288489) - 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

1983

Legal Domicile

Principal Officer

RICHARD SCHREIER

Tax Period

2023-01-01 to 2023-12-31

ROLAND STORY COMMUNITY SCHOOL DISTRICT FOUNDATION, founded in 1983, is a small nonprofit that reported $222K in total revenue in fiscal year 2023. Revenue surged 272% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 67% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO STUDENTS OF ROLAND STORY COMMUNITY SCHOOL FOR POST HIGH SCHOOL EDUCATION AND TO ENHANCE THE OVER ALL EDUCATION OF STUDENTS AT THE ROLAND STORY COMMMUNITY 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 (2023)

Revenue Breakdown

Contributions & Grants $34,178

Program Service Revenue $0

Investment Income $187,440

Other Revenue $0

TOTAL REVENUE $221,618

Expense Breakdown

Grants Paid $71,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,200

Other Expenses $2,390

TOTAL EXPENSES $73,590

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,618	$59,501	+2.7%
Expenses	$73,590	$50,667	+0.5%
Net Income	$148,028	$8,834	+15.8%

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
DALE HENRICKS	TRUSTEE	5.00	Director	$0	$0	$0
MIKE VINCENT	TRUSTEE	0.00	Director	$0	$0	$0
JODY LARSON	TRUSTEE	0.00	Director	$0	$0	$0
TAMMY HANSON	TRUSTEE	0.00	Director	$0	$0	$0
RACHEL WINECOFF	TRUSTEE	0.00	Director	$0	$0	$0
AMY CRABBS	TRUSTEE	1.00	Director	$0	$0	$0
MARY JANES	TRUSTEE	0.00	Director	$0	$0	$0
RICHARD SCHREIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY HESTED	TREASURER	1.00	Officer 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	No data	No data	No data	No data
2023	$221,618	$73,590	$2,193,105	$148,028
2022	$59,501	$50,667	$2,045,077	$8,834
2021	$169,330	$53,675	$2,374,587	$115,655
2020	$279,269	$34,598	$2,240,861	$244,671
2019	$255,261	$36,546	$1,996,190	$218,715
2018	$86,744	$143,382	$1,777,475	$-56,638

ROLAND STORY COMMUNITY SCHOOL DISTRICT FOUNDATION