SOUTH HAMILTON COMMUNITY SCHOOL DISTRICT FOUNDATIO

EIN: 421415496 501(c)(3) Education

JEWELL, IA

Total Revenue
$434,855
Total Expenses
$56,796
Total Assets
$1,524,683
Net Assets
$1,524,683
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
IA
Phone
5158275479
Tax Period
2025-01-01 to 2025-12-31

SOUTH HAMILTON COMMUNITY SCHOOL DISTRICT FOUNDATIO, founded in 1994, is a small nonprofit in the Education sector that reported $435K in total revenue in fiscal year 2025. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $378K, a strong 87% operating margin.

Mission

PROVIDING EDUCATIONAL SCHOLORSHIPS FOR GRANDUATING SENIORS AND SUPPORTING THE STAFF OF SOUTH HAMILTON COMMUNITY SCHOOL WITH GRANTS FOR CLASSROOM ENHANCEMENTS.

Program Service Accomplishments

Program 1
Expenses: $54,991

PROVIDED EDUCATIONAL SCHOLORSHIPS FOR GRADUATING SENIORS AND FINCIAL SUPPORT FOR THE PURCHASE OF SCHOOL SUPPLIES AND RESOURCES FOR THE STAFF OF SOUTH HAMILTON COMMUNITY 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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $366,352
Program Service Revenue $0
Investment Income $68,503
Other Revenue $0
TOTAL REVENUE $434,855

Expense Breakdown

Grants Paid $54,991
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $54,991
Other Expenses $1,805
TOTAL EXPENSES $56,796

Year-over-Year Comparison

2025 2024 Change
Revenue $434,855 $145,238 +2.0%
Expenses $56,796 $40,699 +0.4%
Net Income $378,059 $104,539 +2.6%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
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
2
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANTHONY BATAZZI PRESIDENT 1.00
Officer Director
$0 $0 $0
KATIE CHAMNESS BOARD MEMBER 1.00
Director
$0 $0 $0
SHELBY SCHAA BOARD MEMBER 1.00
Director
$0 $0 $0
ANGELA HEWITT BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN STUCK BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM WOODLE BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN MOORE BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH RATCLIFF BOARD MEMBER 1.00
Director
$0 $0 $0
JARED RENFRO BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELLE OSKVIG SECRETARY 1.00
Officer
$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
2025 $434,855 $56,796 $1,524,683 $378,059
2024 $145,238 $40,699 $1,076,024 $104,539
2023 $75,202 $50,345 $940,206 $24,857
2022 $55,958 $63,848 $840,565 $-7,890
2021 $98,880 $93,741 $990,073 $5,139
2020 $39,293 $10,272 $919,722 $29,021
2019 $73,321 $52,636 $835,624 $20,685
2018 $59,536 $33,918 $724,276 $25,618
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