SOUTH HARRISON ALUMNI FOUNDATION (EIN 474591911) - 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

2021

Legal Domicile

Principal Officer

JERIANN BERNARD

Phone

8163901911

Tax Period

2025-01-01 to 2025-12-31

SOUTH HARRISON ALUMNI FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $216K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $132K, a strong 61% operating margin.

Mission

PRIMARY PURPOSE OF THE ASSOCIATION IS TO PROMOTE EDUCATION WITHIN THE SOUTH HARRISON R-2 SCHOOL DISTRICT LOCATED IN BETHANY, MISSOURI.

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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 $100,679

Program Service Revenue $0

Investment Income $115,219

Other Revenue $0

TOTAL REVENUE $215,898

Expense Breakdown

Grants Paid $58,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,754

Other Expenses $25,754

TOTAL EXPENSES $83,754

Year-over-Year Comparison

	2025	2024	Change
Revenue	$215,898	$263,550	-0.2%
Expenses	$83,754	$82,476	+0.0%
Net Income	$132,144	$181,074	-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
JERIANN BERNARD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHAD SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE LITTRELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYDIA YOUNGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY HEITZ	BOARD MEMBER	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
2025	$215,898	$83,754	$2,125,958	$132,144
2024	No data	No data	No data	No data
2023	$-197,193	$57,690	$1,812,740	$-254,883
2022	$39,471	$65,660	$2,067,623	$-26,189
2021	$2,068,527	$5,107	$2,093,812	$2,063,420

SOUTH HARRISON ALUMNI FOUNDATION