ANDERSON FIVE EDUCATION FOUNDATION (EIN 472373444) - 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

2015

Legal Domicile

Principal Officer

ANDY PATRICK

Phone

8642605000

Tax Period

2024-07-01 to 2025-06-30

ANDERSON FIVE EDUCATION FOUNDATION, founded in 2015, is a small nonprofit in the Education sector that reported $139K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $210K exceeded revenue, resulting in a 51% operating deficit.

Mission

THE FOUNDATIONS PURPOSE IS TO GENERATE AND MANAGE DONATED FUNDS EXCLUSIVELY FOR THE BENEFIT OF ANDERSON SCHOOL DISTRICT FIVE AND AIT.

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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 $130,873

Program Service Revenue $0

Investment Income $8,615

Other Revenue $0

TOTAL REVENUE $139,488

Expense Breakdown

Grants Paid $64,839

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,429

Other Expenses $145,590

TOTAL EXPENSES $210,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,488	$185,003	-0.2%
Expenses	$210,429	$179,881	+0.2%
Net Income	$-70,941	$5,122	-14.9%

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
KYLE NEWTON	EXECUTIVE DI	0.40	Officer	$0	$0	$0
AMY HEARD	TREASURER	0.40	Officer	$0	$0	$0
ANDY PATRICK	CHAIR	0.10	Officer Director	$0	$0	$0
JULIE USHERWOOD	VICE CHAIR	0.10	Officer Director	$0	$0	$0
TERENCE ROBERTS	SECRETARY	0.10	Officer Director	$0	$0	$0
MICHAEL CUNNINGHAM	DIRECTOR	0.10	Director	$0	$0	$0
CAMERON FORD	DIRECTOR	0.10	Director	$0	$0	$0
DAMON GRAINGER	DIRECTOR	0.10	Director	$0	$0	$0
JOHN B WRIGHT JR	DIRECTOR	0.10	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	$139,488	$210,429	$481,268	$-70,941
2024	$185,003	$179,881	$499,837	$5,122
2023	$181,137	$163,176	$502,323	$17,961
2022	$264,190	$271,793	$482,872	$-7,603
2021	$328,992	$111,311	$487,237	$217,681

ANDERSON FIVE EDUCATION FOUNDATION