ST JOSEPH SCHOOL DISTRICT FOUNDATION (EIN 431322559) - 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

1984

Legal Domicile

Principal Officer

BEN BYRD

Tax Period

2022-07-01 to 2023-06-30

ST JOSEPH SCHOOL DISTRICT FOUNDATION, founded in 1984, is a micro nonprofit that reported $18K in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $23K exceeded revenue, resulting in a 27% operating deficit.

Mission

The Foundation was formed to provide support for the school district of Saint Joseph, Its faculty & students and to promote, sponsor, and carry out educational, scientific, technological, and related activities and objectives.

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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 (2022)

Revenue Breakdown

Contributions & Grants $17,930

Program Service Revenue $0

Investment Income $0

Other Revenue $4

TOTAL REVENUE $17,934

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $14,536

Fundraising Expenses $0

Program Expenses $7,200

Other Expenses $2,320

TOTAL EXPENSES $22,856

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,934	$16,242	+0.1%
Expenses	$22,856	$110,480	-0.8%
Net Income	$-4,922	$-94,238	-0.9%

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

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
KRISTIE ARTHUR	MEMBER	0.50	Director	$0	$0	$0
NATALIE REDMOND	MEMBER	0.50	Director	$0	$0	$0
ROD SAMPSON	MEMBER	0.50	Director	$0	$0	$0
DAVID RICHMOND	MEMBER	0.50	Director	$0	$0	$0
DR GABE EDGAR	MEMBER	0.50	Director	$0	$0	$0
CHAD CARLSON	MEMBER	0.50	Director	$0	$0	$0
RON AUXIER	MEMBER	0.50	Director	$0	$0	$0
TODD MEIERHOFFER	MEMBER	0.50	Director	$0	$0	$0
LISA ROST	MEMBER	0.50	Director	$0	$0	$0
DENISE PETERS	MEMBER	0.50	Director	$0	$0	$0
BEN BYRD	MEMBERCHAIRMAN	5.00	Officer Director	$0	$0	$0
BOBBIE CRONK	MEMBERSECRETARY	2.00	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
2023	$17,934	$22,856	$113,561	$-4,922
2022	$16,242	$110,480	$118,483	$-94,238
2021	$326,035	$238,136	$212,720	$87,899

ST JOSEPH SCHOOL DISTRICT FOUNDATION