LIBERTY ELEMENTARY EDUCATION FOUNDATION INC (EIN 462338259) - 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

2013

Legal Domicile

Principal Officer

DEANNA CARDOZA

Phone

5596861675

Tax Period

2024-01-01 to 2024-12-31

LIBERTY ELEMENTARY EDUCATION FOUNDATION INC, founded in 2013, is a small nonprofit in the Education sector that reported $764K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 17% operating margin.

Mission

TO BE THE RECEIVER OF GRANT MONIES & OPERATE A PRESCHOOL AVAILABLE TO THE MEMBERS OF THE COMMUNITY ATTENDING OUR SCHOOL DISTRICT.

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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 $0

Program Service Revenue $763,827

Investment Income $0

Other Revenue $0

TOTAL REVENUE $763,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $586,120

Fundraising Expenses $0

Program Expenses $538,465

Other Expenses $47,368

TOTAL EXPENSES $633,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$763,827	$608,594	+0.3%
Expenses	$633,488	$506,913	+0.2%
Net Income	$130,339	$101,681	+0.3%

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
RON KOETSIER	Vice President	1.00	Director	$0	$0	$0
DIANE TANNER	Member	1.00	Director	$0	$0	$0
AL GEORGE	President	1.00	Director	$0	$0	$0
DEANNA CARDOZA	Secretary	1.00	Director	$0	$0	$0
SALIMA GOWANI	Treasurer	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
2024	$763,827	$633,488	$686,974	$130,339
2023	$608,594	$506,913	$558,484	$101,681

LIBERTY ELEMENTARY EDUCATION FOUNDATION INC