SPIRIT LAKE ELEMENTARY PARTNERS IN EDUCATION-PIE (EIN 421524854) - 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

Phone

7123362820

Tax Period

2023-09-01 to 2024-08-31

SPIRIT LAKE ELEMENTARY PARTNERS IN EDUCATION-PIE, founded in 2001, is a micro nonprofit in the Education sector that reported $40K in total revenue in fiscal year 2023. Expenses of $35K left a modest 11% surplus.

Mission

TO SUPPORT, PROMOTE AND FACILITATE EDUCATIONAL NEEDS, GOALS AND OPPORTUNITIES FOR THE BENEFIT OF THE SPIRIT LAKE ELEMENTARY SCHOOLS, A PART OF THE SPIRIT LAKE 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 $0

Program Service Revenue $0

Investment Income $2,870

Other Revenue $36,837

TOTAL REVENUE $39,707

Expense Breakdown

Grants Paid $34,166

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,166

Other Expenses $997

TOTAL EXPENSES $35,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,707	$39,111	+0.0%
Expenses	$35,163	$29,688	+0.2%
Net Income	$4,544	$9,423	-0.5%

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
HEATHER KALKHOFF	SECRETARY, BOARD MEMBER	1.0	Officer Director	$0	$0	$0
KELLY MUETING	TREASURER, BOARD MEMBER	1.0	Officer Director	$0	$0	$0
RACHEL FANDEL	PRESIDENT, BOARD MEMBER	1.0	Officer Director	$0	$0	$0
JAMIE HUNTER	BOARD MEMBER	0.1	Director	$0	$0	$0
KATE MENDENHALL	BOARD MEMBER	0.1	Director	$0	$0	$0
KELLI KRUGER	BOARD MEMBER	0.1	Director	$0	$0	$0
NICOLE EVANS	BOARD MEMBER	0.1	Director	$0	$0	$0
AMY GROEN	BOARD MEMBER	0.1		$0	$0	$0
GRETA GRUYS	BOARD MEMBER	0.1		$0	$0	$0
JOY PRITCHARD	BOARD MEMBER	0.1		$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	$39,707	$35,163	$102,358	$4,544
2023	$39,111	$29,688	$97,055	$9,423
2021	$-12,441	$12,649	$83,772	$-25,090
2020	$62,781	$16,892	$108,862	$45,889
2019	$23,591	$40,832	$65,279	$-17,241

SPIRIT LAKE ELEMENTARY PARTNERS IN EDUCATION-PIE