BELLE PLAINE COMMUNITY SCHOOL FOUNDATION (EIN 421454220) - 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

2000

Legal Domicile

Principal Officer

BARBARA GARLING

Phone

3194443686

Tax Period

2023-01-01 to 2023-12-31

BELLE PLAINE COMMUNITY SCHOOL FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $159K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $27K, a strong 17% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR BELLE PLAINE IOWA GRADUATES AND PROVIDE FINANCIAL SUPPORT FOR SOME OF THE PROGRAMS OF THE BELLE PLAINE 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 (2023)

Revenue Breakdown

Contributions & Grants $51,070

Program Service Revenue $0

Investment Income $107,751

Other Revenue $0

TOTAL REVENUE $158,821

Expense Breakdown

Grants Paid $129,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,552

Other Expenses $1,834

TOTAL EXPENSES $131,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,821	$168,053	-0.1%
Expenses	$131,386	$137,213	0.0%
Net Income	$27,435	$30,840	-0.1%

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
LEAH MAST	PRESIDENT	001.00	Director	$0	$0	$0
BARB GARLING	TREASURER	001.00	Director	$0	$0	$0
JACKIE TOENNIES	SECRETARY	000.25	Director	$0	$0	$0
ELDON ZUMBACH	VICE PRESIDENT	000.25	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	No data	No data	No data	No data
2023	$158,821	$131,386	$1,678,492	$27,435
2022	$168,053	$137,213	$1,651,057	$30,840
2021	$234,007	$123,494	$1,620,217	$110,513
2020	$132,400	$119,608	$1,509,704	$12,792
2019	$125,675	$110,329	$1,496,911	$15,346
2018	$128,218	$137,434	$1,481,565	$-9,216

BELLE PLAINE COMMUNITY SCHOOL FOUNDATION