LINDBERGH SCHOOLS FOUNDATION

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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

1998

Legal Domicile

Principal Officer

GREG SCHATTGEN

Phone

3142965324

Tax Period

2024-07-01 to 2025-06-30

LINDBERGH SCHOOLS FOUNDATION, founded in 1998, is a small nonprofit in the Education sector that reported $788K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $383K, a strong 49% operating margin.

Mission

ENDOW AND ADMINISTER FUNDS THAT AWARD SCHOLARSHIPS TO LINDBERGH HIGH SCHOOL STUDENTS AND TEACHER GRANTS. ALSO TO PROVIDE ASSISTANCE WITHIN THE COMMUNITY TO SUPPORT CHILDREN AND FAMILIES ASSOCIATED WITH THE LINDBERGH SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $152,500 Revenue: $211,354

LINDBERGH HIGH SCHOOL STUDENT SCHOLARSHIPS: THE FOUNDATION AWARDS SCHOLARSHIPS TO COLLEGE BOUND SENIORS AT LINDBERGH HIGH SCHOOL

Program 2

Expenses: $126,612 Revenue: $641,539

SUPPORTING LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR STUDENTS. STRENGTHENING THE BOND BETWEEN THE LINDBERGH SCHOOL DISTRICT, THE ALUMNI, AND THE COMMUNITY. THE FOUNDATION RAISES FUNDS FOR MULTIPLE...

SUPPORTING LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR STUDENTS. STRENGTHENING THE BOND BETWEEN THE LINDBERGH SCHOOL DISTRICT, THE ALUMNI, AND THE COMMUNITY. THE FOUNDATION RAISES FUNDS FOR MULTIPLE SCHOLARSHIP FUNDS. MANY OF THE SCHOLARSHIPS HAVE BEEN ESTABLISHED, FUNDED, OR CREATED IN HONOR OF PAST & PRESENT ADMINISTRATORS, COACHES, AND STUDENTS. ADDITIONALLY, LINDBERGH LIGHTS THE WAY EVENTS SUPPORT COMMUNITY MEMBERS AND ACTIVITIES WITHIN THE DISTRICT.

Program 3

Expenses: $33,799 Revenue: $15,063

SPIRIT OF LINDBERGH TEACHER GRANT PROGRAM: AWARDS GRANTS OF UP TO $500 EACH TO TEACHERS IN THE LINDBERGH SCHOOL DISTRICT WHO PROPOSE NEW OR INNOVATIVE EDUCATIONAL APPROACHES FOR USE IN THEIR...

SPIRIT OF LINDBERGH TEACHER GRANT PROGRAM: AWARDS GRANTS OF UP TO $500 EACH TO TEACHERS IN THE LINDBERGH SCHOOL DISTRICT WHO PROPOSE NEW OR INNOVATIVE EDUCATIONAL APPROACHES FOR USE IN THEIR CLASSROOMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $484,184

Program Service Revenue $0

Investment Income $225,838

Other Revenue $77,697

TOTAL REVENUE $787,719

Expense Breakdown

Grants Paid $312,911

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312,911

Other Expenses $91,891

TOTAL EXPENSES $404,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$787,719	$467,624	+0.7%
Expenses	$404,802	$391,513	+0.0%
Net Income	$382,917	$76,111	+4.0%

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

110

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	Role	Reportable Comp	Other Comp	Total
DONALD BEE	DIRECTOR	Director	$0	$0	$0
EDWARD BRIMER	DIRECTOR	Director	$0	$0	$0
BARB GREGSTON	DIRECTOR	Director	$0	$0	$0
VICTOR LENZ	DIRECTOR	Director	$0	$0	$0
FORREST MILLER	DIRECTOR	Director	$0	$0	$0
PEGGY ROBB	DIRECTOR	Director	$0	$0	$0
MARK RUDOFF	DIRECTOR	Director	$0	$0	$0
JIM SIMPSON	DIRECTOR	Director	$0	$0	$0
GARY UJKA	DIRECTOR	Director	$0	$0	$0
MICHELLE STUDER	DIRECTOR	Director	$0	$0	$0
ROBBIE ENGEL	DIRECTOR	Director	$0	$0	$0
AMANDA JOGGERST	DIRECTOR	Director	$0	$0	$0
XANNI BECKER	DIRECTOR	Director	$0	$0	$0
STEVE YOUNG	VICE PRESIDENT	Officer	$0	$0	$0
GLORIA MCBRIDE	SECRETARY	Officer	$0	$0	$0
CHUCK TRIPLETT	TREASURER	Officer	$0	$0	$0
GREG SCHATTGEN	PRESIDENT	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
2025	$787,719	$404,802	$3,109,771	$382,917
2024	$467,624	$391,513	$2,735,133	$76,111
2023	$1,095,505	$328,198	$2,502,901	$767,307
2022	$1,057,653	$366,026	$1,687,328	$691,627
2021	$546,774	$222,891	$1,072,188	$323,883
2020	$281,623	$211,522	$690,023	$70,101
2019	$243,432	$136,121	$589,412	$107,311