SCHOOL OF DREAMS EDUCATION FOUNDATION (EIN 455261490) - 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

2012

Legal Domicile

Principal Officer

PAULA JEAN WALKER

Tax Period

2023-01-01 to 2023-12-31

SCHOOL OF DREAMS EDUCATION FOUNDATION, founded in 2012, is a small nonprofit in the Education sector that reported $688K in total revenue in fiscal year 2023. Expenses of $646K left a modest 6% surplus.

Mission

THE ENTITY WAS FORMED SPECIFICALLY TO SUPPORT THE SCHOOL OF DREAMS ACADEMY, A NOT-FOR-PROFIT PUBLIC CHARTER SCHOOL IN LOS LUNAS, NM AND A COMPONENT UNIT OF THE NEW MEXICO PUBLIC EDUCATION DEPARTMENT. IT'S MISSION IS TO ESTABLISH A PLATFORM FOR THE SCHOOL OF DREAM ACADEMY CAMPUS AND STUDENT PROGRAMS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $687,774

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $687,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $630,946

Other Expenses $645,736

TOTAL EXPENSES $645,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$687,774	N/A	N/A
Expenses	$645,736	N/A	N/A
Net Income	$42,038	N/A	N/A

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
LORENA HERRERA	TREASURER (F	N/A	Director	$0	$0	$0
PENNY LUCERO	TREASURER	N/A	Officer Director	$0	$0	$0
RALPH MIMS	BOARD MEMBER	N/A	Director	$0	$0	$0
PAULA JEAN WALKER	PRESIDENT	N/A	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
2024	No data	No data	No data	No data
2023	$687,774	$645,736	$4,761,223	$42,038
2020	$640,366	$722,471	$3,328,406	$-82,105
2019	$262,548	$424,846	$3,477,528	$-162,298
2018	$224,984	$462,866	$2,735,993	$-237,882

SCHOOL OF DREAMS EDUCATION FOUNDATION