BELTON EDUCATIONAL 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

2001

Legal Domicile

Principal Officer

FRED YONKER

Phone

8163481150

Tax Period

2024-01-01 to 2024-12-31

BELTON EDUCATIONAL FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $391K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $96K, a strong 24% operating margin.

Mission

BELTON EDUCATIONAL FOUNDATION WILL PROVIDE FUNDING TO ENRICH EDUCATIONAL OPPORTUNITIES AND ENCOURAGE INNOVATION TO MAXIMIZE THE LEARNING POTENTIAL OF EVERY STUDENT ATTENDING THE BELTON SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $196,339 Revenue: $48,017

THE BELTON EDUCATIONAL FOUNDATION AWARDED SEVERAL GRANTS TO TEACHERS AND SCHOOLS WITHIN THE BELTON SCHOOL DISTRICT. THESE FUNDS ARE USED TO PURCHASE TECHNOLOGY FOR CLASSROOMS, INNOVATIVE CURRICULUM FOR CLASSROOMS, FUND EDUCATIONAL FIELD TRIPS, PURCHASE BOOKS AND SCIENCE MATERIALS, AS WELL AS PROVIDE OTHER CLASSROOM SUPPLIES FOR THE PURPOSE OF ENHANCING THE EDUCATIONAL EXPERIENCE OF STUDENTS ATTENDING THE BELTON SCHOOL DISTRICT.

Program 2

THE BELTON EDUCATIONAL FOUNDATION AWARDED SCHOLARSHIPS TO GRADUATING SENIORS TO HELP FUND THEIR COLLEGE EDUCATION. THE FOUNDATION ALSO HELPED FUND INDIVIDUAL STUDENTS' LEADERSHIP OR LEARNING...

THE BELTON EDUCATIONAL FOUNDATION AWARDED SCHOLARSHIPS TO GRADUATING SENIORS TO HELP FUND THEIR COLLEGE EDUCATION. THE FOUNDATION ALSO HELPED FUND INDIVIDUAL STUDENTS' LEADERSHIP OR LEARNING OPPORTUNITIES, SUCH AS LEADERSHIP CONFERENCE.

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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 $211,718

Program Service Revenue $0

Investment Income $47,570

Other Revenue $131,724

TOTAL REVENUE $391,012

Expense Breakdown

Grants Paid $104,405

Salaries & Benefits $101,539

Fundraising Expenses $73,419

Program Expenses $196,339

Other Expenses $89,354

TOTAL EXPENSES $295,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,012	$333,128	+0.2%
Expenses	$295,298	$243,860	+0.2%
Net Income	$95,714	$89,268	+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

N/A

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
CHARLOTTE BRADLEY	MEMBER	1.00	Director	$0	$0	$0
JOYE CONKLIN	MEMBER	1.00	Director	$0	$0	$0
KATHY MORTON	MEMBER	1.00	Director	$0	$0	$0
KATHY MUDER	MEMBER	1.00	Director	$0	$0	$0
BOB POISAL	EX-OFFICIO	1.00	Director	$0	$0	$0
ANDREW UNDERWOOD	EX-OFFICIO	1.00	Director	$0	$0	$0
MICHELLE WILSON	MEMBER	1.00	Director	$0	$0	$0
VICKIE PETERS	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE DAVIDSON	MEMBER	1.00	Director	$0	$0	$0
TOM O'CONNOR	MEMBER	1.00	Director	$0	$0	$0
MARSHA VEST	MEMBER	1.00	Director	$0	$0	$0
MARY CUMMINGS	MEMBER	1.00	Director	$0	$0	$0
TERESA DEATON	MEMBER	1.00	Director	$0	$0	$0
LATRECE NEWSOME-BANDY	MEMBER	1.00	Director	$0	$0	$0
DENNIS SCHNELL	MEMBER	1.00	Director	$0	$0	$0
NICK BOETH	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
FRED YONKER	PRESIDENT	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	$391,012	$295,298	$1,280,504	$95,714
2023	$333,128	$243,860	$1,158,088	$89,268
2022	$338,956	$258,521	$950,647	$80,435
2021	$364,205	$238,898	$873,232	$125,307
2020	$310,033	$213,327	$680,517	$96,706
2019	$176,626	$151,831	$540,399	$24,795
2018	$191,868	$210,787	$480,378	$-18,919