SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC

EIN: 431831303 501(c)(3)

INDEPENDENCE, MO

Total Revenue
$541,529
Total Expenses
$458,700
Total Assets
$5,147,997
Net Assets
$5,054,878
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
MO
Principal Officer
JIM SCHULTZ
Phone
8165215300
Tax Period
2023-07-01 to 2024-06-30

SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC, founded in 1992, is a small nonprofit that reported $542K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $83K, a strong 15% operating margin.

Mission

TO STRENGTHEN THE SCHOOLS AND COMMUNITY BY EXPANDING EDUCATIONAL OPPORTUNITIES AND COMMUNITY ENGAGEMENT, ENHANCING LEARNING ENVIRONMENTS, AND PROVIDING NEED-BASED FUNDING AND SERVICES FOR OUR STUDENTS AND FAMILIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $259,306
Program Service Revenue $0
Investment Income $275,087
Other Revenue $7,136
TOTAL REVENUE $541,529

Expense Breakdown

Grants Paid $368,887
Salaries & Benefits $0
Fundraising Expenses $13,730
Program Expenses $393,220
Other Expenses $89,813
TOTAL EXPENSES $458,700

Year-over-Year Comparison

2023 2022 Change
Revenue $541,529 $623,565 -0.1%
Expenses $458,700 $579,007 -0.2%
Net Income $82,829 $44,558 +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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
10
Employees
N/A
Volunteers
483

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
4
$78,820
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIANNA BOLGER EXECUTIVE DI 40.00
Officer
$0 $16,847 $78,820
CHUCK DONALDSON DIRECTOR 0.50
Director
$0 $0 $0
CARRIE DIXON DIRECTOR 0.50
Director
$0 $0 $0
BARBARA ALLINDER DIRECTOR 0.50
Director
$0 $0 $0
GREG FINKE DIRECTOR 0.50
Director
$0 $0 $0
JANET GIBBS DIRECTOR 0.50
Director
$0 $0 $0
CATHY POLLARD DIRECTOR 0.50
Director
$0 $0 $0
DR DALE HERL DIR. SUPERIN 2.00
Director
$0 $0 $0
ANN FRANKLIN DIRECTOR 0.50
Director
$0 $0 $0
COLIN MCCLAIN DIRECTOR 0.50
Director
$0 $0 $0
DR RANDY MAGLINGER SECRETARY/TR 0.50
Officer Director
$0 $0 $0
LORI ROSS VICE PRESIDE 0.50
Officer Director
$0 $0 $0
JIM SCHULTZ PRESIDENT 1.00
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
2025 No data No data No data No data
2024 $541,529 $458,700 $5,147,997 $82,829
2023 $623,565 $579,007 $4,706,319 $44,558
2022 $630,563 $401,222 $4,285,264 $229,341
2021 $916,415 $477,127 $4,771,123 $439,288
2021 $916,415 $477,127 $4,771,123 $439,288
2020 $609,576 $429,977 $4,050,384 $179,599
2019 $626,374 $697,360 $3,987,692 $-70,986
2018 $547,078 $458,261 $3,855,413 $88,817
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