SOUTHEAST POLK EDUCATION FOUNDATIO… - Form 990 Financial Data

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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

BRAD WARREN

Phone

5157783181

Tax Period

2025-01-01 to 2025-12-31

SOUTHEAST POLK EDUCATION FOUNDATION INC, founded in 2015, is a micro nonprofit in the Education sector that reported $69K in total revenue in fiscal year 2025. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 31% operating margin.

Mission

RAISE MONEY FOR SOUTHEAST POLK EDUCATION

Program Service Accomplishments

Program 1

Expenses: $36,903

PROVIDE FUNDING FOR ENRICHMENT, PROGRAMS, SCHOLARSHIPS AND PROJECTS OUTSIDE THE USUAL FUNDING STREAM OF THE SOUTHEAST POLK 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 (2025)

Revenue Breakdown

Contributions & Grants $49,319

Program Service Revenue $0

Investment Income $21,560

Other Revenue $-1,771

TOTAL REVENUE $69,108

Expense Breakdown

Grants Paid $30,959

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,903

Other Expenses $16,853

TOTAL EXPENSES $47,812

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,108	$159,762	-0.6%
Expenses	$47,812	$112,376	-0.6%
Net Income	$21,296	$47,386	-0.6%

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
CORY OHORILKO	DIRECTOR	0.50	Director	$0	$0	$0
BRIGID ERNST	DIRECTOR	0.50	Director	$0	$0	$0
JEFF VORWERK	DIRECTOR	0.50	Director	$0	$0	$0
KARA OHORILKO	DIRECTOR	0.50	Director	$0	$0	$0
JESSIE BROWN	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA EGGERS	DIRECTOR	0.50	Director	$0	$0	$0
MARY OWENS	DIRECTOR	0.50	Director	$0	$0	$0
MEGAN HOFFMAN	PRESIDENT	0.50	Officer	$0	$0	$0
JULIE STIER	SECRETARY	0.50	Officer	$0	$0	$0
BRAD WARREN	OUTGOING TREASURER	0.50	Officer	$0	$0	$0
MISTY JOHNSON	VICE PRESIDENT	0.50	Officer	$0	$0	$0
DAWN VAN BOORD	INCOMING TREASURER	0.50	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
2025	$69,108	$47,812	$431,667	$21,296
2024	$159,762	$112,376	$384,418	$47,386
2023	$180,760	$128,411	$325,656	$52,349
2022	$115,405	$90,120	$251,615	$25,285
2020	$323,451	$283,539	$226,644	$39,912

SOUTHEAST POLK EDUCATION FOUNDATION INC