NORRIS SCHOOL DISTRICT EDUCATIONAL FOUNDATION (EIN 470718202) - 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

1989

Legal Domicile

Principal Officer

JERRY PRANGE

Phone

4027910000

Tax Period

2023-01-01 to 2023-12-31

NORRIS SCHOOL DISTRICT EDUCATIONAL FOUNDATION, founded in 1989, is a small nonprofit that reported $145K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $75K, a strong 52% operating margin.

Mission

TO HELP MAINTAIN, DEVELOP, INCREASE AND SUPPORT THE STUDENTS, STAFF AND PATRONS OF THE NORRIS 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 (2023)

Revenue Breakdown

Contributions & Grants $90,523

Program Service Revenue $0

Investment Income $36,444

Other Revenue $18,271

TOTAL REVENUE $145,238

Expense Breakdown

Grants Paid $60,219

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,219

Other Expenses $9,922

TOTAL EXPENSES $70,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,238	$158,580	-0.1%
Expenses	$70,141	$68,505	+0.0%
Net Income	$75,097	$90,075	-0.2%

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	Role	Reportable Comp	Other Comp	Total
PATTI WIESKAMP	DIRECTOR	Director	$0	$0	$0
GINA CHAMBERS	VICE PRESIDENT	Officer Director	$0	$0	$0
BRETT BURENHEIDE	DIRECTOR	Director	$0	$0	$0
DAVE DUDLEY	DIRECTOR	Director	$0	$0	$0
DEAN LESOING	DIRECTOR	Director	$0	$0	$0
DAVID LUEDERS	SECRETARY/TREASURER	Officer Director	$0	$0	$0
CHAD OTTO	DIRECTOR	Director	$0	$0	$0
JERRY PRANGE	PRESIDENT	Officer Director	$0	$0	$0
GARY PENCE	DIRECTOR	Director	$0	$0	$0
FRANK SAVAGE	DIRECTOR	Director	$0	$0	$0
JOHN SKRETTA	DIRECTOR	Director	$0	$0	$0
TOD YORGES	DIRECTOR	Director	$0	$0	$0
BRIAN MASCHMANN	DIRECTOR	Director	$0	$0	$0
ED WOEPPEL	DIRECTOR	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	$145,238	$70,141	$1,142,707	$75,097
2022	$158,580	$68,505	$1,073,782	$90,075
2021	$136,735	$55,229	$1,108,996	$81,506
2020	$65,658	$53,027	$1,020,629	$12,631
2019	$120,674	$55,192	$917,482	$65,482
2018	$110,632	$48,519	$791,043	$62,113

NORRIS SCHOOL DISTRICT EDUCATIONAL FOUNDATION