BELTON EDUCATIONAL FOUNDATION (EIN 431942967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

BELTON EDUCATIONAL FOUNDATION