CASSIA COUNTY EDUCATION 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

2013

Legal Domicile

Principal Officer

TODD PHILLIPS

Phone

2088786600

Tax Period

2024-01-01 to 2024-12-31

CASSIA COUNTY EDUCATION FOUNDATION, founded in 2013, is a micro nonprofit in the Education sector that reported $97K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $146K exceeded revenue, resulting in a 50% operating deficit.

Mission

THE MISSION OF THE CASSIA COUNTY EDUCATION FOUNDATION IS TO FOSTER A PROACTIVE PARNTERSHIP BETWEEN THE COMMUNITY AND CASSIA COUNTY SCHOOL DISTRICT IN LINKING COMMUNITY RESOURCES WITH THE DISTRICTS ACADEMIC NEEDS, STUDENT ACTIVITIES, SCHOOL FACILITIES, AND TECHONOLOGY.

Program Service Accomplishments

Program 1

Expenses: $131,750 Revenue: $71,000

PROVIDED GRANTS AND SCHOLARSHIPS TO FURTHER THE EDUCATIONAL MISSION OF THE CASSIA SCHOOL DISTRICT.

Program 2

Expenses: $14,100 Revenue: $18,491

DONATIONS TO OAKLEY HIGH SCHOOL, LOCAL HIGH SCHOOL FOR UPGRADE TO ATHLETIC FACILITIES DONATIONS TO SCHOOL LUNCH PROGRAMS AND VARIOUS OTHER SCHOOL RELATED PROJECTS

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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 $89,491

Program Service Revenue $0

Investment Income $7,661

Other Revenue $0

TOTAL REVENUE $97,152

Expense Breakdown

Grants Paid $145,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,850

Other Expenses $500

TOTAL EXPENSES $145,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,152	$123,430	-0.2%
Expenses	$145,850	$168,127	-0.1%
Net Income	$-48,698	$-44,697	+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

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
GAYLEN SMYER	SECRETARYTREASURER	1.00	Officer	$0	$0	$0
TODD PHILLIPS	PRESIDENT	1.00	Officer	$0	$0	$0
JOLENE GRAHAM	VICE PRESIDENT	1.00	Officer	$0	$0	$0
RYAN CRANNEY	DIRECTOR	1.00	Officer	$0	$0	$0
DAN GAMMON	DIRECTOR	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	$97,152	$145,850	$375,492	$-48,698
2023	$123,430	$168,127	$424,190	$-44,697
2022	$81,224	$167,706	$468,887	$-86,482
2021	$573,180	$657,737	$555,369	$-84,557
2020	$151,860	$136,370	$639,926	$15,490
2019	$179,013	$186,649	$624,436	$-7,636
2018	$177,281	$83,310	$632,072	$93,971