UNION R-XI SCHOOL DISTRICT FOUNDATION (EIN 431439384) - 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

1986

Legal Domicile

Principal Officer

SCHROEDER NANCY

Phone

6365832099

Tax Period

2023-07-01 to 2024-06-30

UNION R-XI SCHOOL DISTRICT FOUNDATION, founded in 1986, is a small nonprofit that reported $243K in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 41% operating margin.

Mission

UNION R-XI PUBLIC SCHOOL ASSISTANCE

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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 $224,467

Program Service Revenue $0

Investment Income $10,536

Other Revenue $7,636

TOTAL REVENUE $242,639

Expense Breakdown

Grants Paid $142,563

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,563

Other Expenses $1,048

TOTAL EXPENSES $143,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,639	$116,152	+1.1%
Expenses	$143,611	$106,233	+0.4%
Net Income	$99,028	$9,919	+9.0%

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
BURNS CARA	DIRECTOR	1.00	Director	$0	$0	$0
SCHMUKE DALE	TREASURER	4.00	Officer Director	$0	$0	$0
SCHROEDER DON	VICE-PRES	4.00	Officer Director	$0	$0	$0
MEYER ERIN	DIRECTOR	1.00	Director	$0	$0	$0
YOUNG GARY	DIRECTOR	1.00	Director	$0	$0	$0
RIDDER JANE	DIRECTOR	1.00	Director	$0	$0	$0
KESSELS JEFF	DIRECTOR	1.00	Director	$0	$0	$0
STRUBBERG JIM	DIRECTOR	1.00	Director	$0	$0	$0
DEVOS JOHN	DIRECTOR	1.00	Director	$0	$0	$0
DUVALL JULIE	SECRETARY	1.00	Officer Director	$0	$0	$0
STRUTTMANN MARCIE	DIRECTOR	1.00	Director	$0	$0	$0
LIVENGOOD MIKE	DIRECTOR	1.00	Director	$0	$0	$0
SCHROEDER NANCY	PRESIDENT	4.00	Officer Director	$0	$0	$0
HOEING NICK	DIRECTOR	1.00	Director	$0	$0	$0
VOSS NICKIE	DIRECTOR	1.00	Director	$0	$0	$0
ARAND PAUL	DIRECTOR	1.00	Director	$0	$0	$0
PURSCHKE PETE	DIRECTOR	1.00	Director	$0	$0	$0
HAYES SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
ELBERT SHANNA	DIRECTOR	1.00	Director	$0	$0	$0
COPELAND TERRY	DIRECTOR	N/A	Director	$0	$0	$0
WALL TRACY	FACULTY REP	N/A		$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	No data	No data	No data	No data
2024	$242,639	$143,611	$385,487	$99,028
2023	$116,152	$106,233	$286,459	$9,919
2022	$111,805	$102,700	$276,540	$9,105
2021	$60,686	$104,810	$267,435	$-44,124
2020	$132,799	$143,446	$311,559	$-10,647
2019	$82,444	$77,916	$322,206	$4,528

UNION R-XI SCHOOL DISTRICT FOUNDATION