SAHUARITA UNIFIED SCHOOL DISTRICT EDUCATIONAL ENRICHMENT FOUNDATION (EIN 432007205) - 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

Formation Year

2003

Legal Domicile

Principal Officer

PAUL LOOMANS

Phone

5206253502

Tax Period

2024-07-01 to 2025-06-30

SAHUARITA UNIFIED SCHOOL DISTRICT EDUCATIONAL ENRICHMENT FOUNDATION, founded in 2003, is a small nonprofit in the Human Services sector that reported $159K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 16% operating margin.

Mission

TO ENRICH EDUCATIONAL EXPERIENCES FOR TEACHERS, STUDENTS AND RESIDENTS OF THE COMMUNITY.

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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 $135,914

Program Service Revenue $0

Investment Income $26,472

Other Revenue $-2,986

TOTAL REVENUE $159,400

Expense Breakdown

Grants Paid $77,044

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,659

Other Expenses $56,666

TOTAL EXPENSES $133,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,400	$332,209	-0.5%
Expenses	$133,710	$271,623	-0.5%
Net Income	$25,690	$60,586	-0.6%

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

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
PAUL R LOOMANS	PRESIDENT	3.00	Officer Director	$0	$0	$0
JUDY WHITE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JANE LATEER	TREASURER	3.00	Officer Director	$0	$0	$0
SANDY BIRD	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE BROOS	MEMBER	1.00	Director	$0	$0	$0
PAM HOLZWARTH	MEMBER	1.00	Director	$0	$0	$0
FRAN JAEGER	MEMBER	1.00	Director	$0	$0	$0
DRU SANCHEZ	MEMBER	1.00	Director	$0	$0	$0
JAN SPOONER	MEMBER	2.00	Director	$0	$0	$0
KRISTIN WISNESKI-BLUM	MEMBER	1.00	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	$159,400	$133,710	$847,479	$25,690
2024	$332,209	$271,623	$773,843	$60,586
2023	$196,323	$175,404	$702,631	$20,919
2022	$153,324	$99,727	$662,408	$53,597
2021	$119,006	$150,548	$742,195	$-31,542
2020	$87,630	$119,267	$657,434	$-31,637
2019	$139,850	$109,726	$713,901	$30,124
2018	$91,199	$51,667	$687,213	$39,532

SAHUARITA UNIFIED SCHOOL DISTRICT EDUCATIONAL ENRICHMENT FOUNDATION