COUNCIL BLUFFS SCHOOLS FOUNDATION INC (EIN 421374146) - 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

1991

Legal Domicile

Principal Officer

BRIDGETTE WATSON

Phone

7123962079

Tax Period

2024-09-01 to 2025-08-31

COUNCIL BLUFFS SCHOOLS FOUNDATION INC, founded in 1991, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024.

Mission

TO PROVIDE FINANCIAL RESOURCES AND SUPPORT TO BENEFIT THE CHILDREN, FAMILIES, AND STAFF OF THE COUNCIL BLUFFS COMMUNITY 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 $560,627

Program Service Revenue $2,216,546

Investment Income $119,115

Other Revenue $18,703

TOTAL REVENUE $2,914,991

Expense Breakdown

Grants Paid $227,200

Salaries & Benefits $1,702,706

Fundraising Expenses $230,950

Program Expenses $2,321,784

Other Expenses $1,083,648

TOTAL EXPENSES $3,013,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,914,991	$2,778,444	+0.0%
Expenses	$3,013,554	$3,088,255	0.0%
Net Income	$-98,563	$-309,811	-0.7%

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

N/A

Employees

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

$111,938

Total Directors

$111,938

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN JOHNSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LONNY KOLLN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE RAU	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE WOLF	SECRETARY	1.00	Officer Director	$0	$0	$0
ANA HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH WATKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA SOTUYI	BOARD MEMBER	1.00	Director	$0	$0	$0
MIMI DOBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ABBY HEISTAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE HIERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH KALLSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE OSTROWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SCHULDT	BOARD MEMBER	1.00	Director	$0	$0	$0
DR VICKIE MURRILO	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIDGETTE WATSON	EXECUTIVE DIRECTOR	1.00	Officer Director	$105,294	$6,644	$111,938

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	$2,914,991	$3,013,554	$4,904,482	$-98,563
2024	No data	No data	No data	No data
2023	$3,576,307	$6,969,710	$6,068,565	$-3,393,403
2022	$8,415,393	$2,364,502	$9,356,231	$6,050,891
2021	$2,560,770	$1,860,866	$3,644,737	$699,904
2020	$1,761,026	$2,089,461	$2,824,487	$-328,435
2019	$2,729,071	$2,510,556	$2,901,575	$218,515

COUNCIL BLUFFS SCHOOLS FOUNDATION INC