NEVADA R-5 SCHOOL DISTRICT PUBLIC FOUNDATION (EIN 431719319) - 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

Principal Officer

JAN BENBROOK

Phone

4174482020

Tax Period

2023-07-01 to 2024-06-30

NEVADA R-5 SCHOOL DISTRICT PUBLIC FOUNDATION is a small nonprofit in the Education sector that reported $497K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $314K, a strong 63% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO QUALIFIED INDIVIDUALS FROM THE NEVADA R-5 SCHOOL DISTRICT AND VERNON COUNTY, MISSOURI.

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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 $178,915

Program Service Revenue $0

Investment Income $104,675

Other Revenue $213,185

TOTAL REVENUE $496,775

Expense Breakdown

Grants Paid $164,428

Salaries & Benefits $15,940

Fundraising Expenses $0

Program Expenses $178,965

Other Expenses $2,602

TOTAL EXPENSES $182,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$496,775	$594,803	-0.2%
Expenses	$182,970	$245,899	-0.3%
Net Income	$313,805	$348,904	-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

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

$14,913

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARSHA HOOPER	EXECUTIVE DI	3.00	Officer	$8,780	$0	$8,780
TRACI CLIFFMAN	BOARD MEMBER	1.00	Officer	$4,540	$0	$4,540
KATIE PETTIBON	TREASURER	2.00	Officer	$1,593	$0	$1,593
JARED LILES	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL RUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY SEVERANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY SMITH	SECRERARY	1.00	Director	$0	$0	$0
JOSEPH SWEARINGEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN BENBROOK	PRESIDENT	1.00	Officer	$0	$0	$0
SHIRLEY RAINEY	VP	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
2024	$496,775	$182,970	$2,513,503	$313,805
2023	$594,803	$245,899	$2,199,698	$348,904
2021	$547,917	$191,843	$2,163,990	$356,074
2020	$357,865	$186,223	$1,807,916	$171,642
2019	$219,917	$176,930	$1,636,274	$42,987
2018	$399,043	$190,165	$1,593,287	$208,878

NEVADA R-5 SCHOOL DISTRICT PUBLIC FOUNDATION