Unified School District #416 Endowment (EIN 480979997) - 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

1983

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Unified School District #416 Endowment, founded in 1983, is a small nonprofit that reported $119K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $158K exceeded revenue, resulting in a 33% operating deficit.

Mission

The organization provides scholarships and other educational support to local students and the 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 $70,576

Program Service Revenue $0

Investment Income $48,540

Other Revenue $0

TOTAL REVENUE $119,116

Expense Breakdown

Grants Paid $125,408

Salaries & Benefits $16,148

Fundraising Expenses $0

Program Expenses $125,408

Other Expenses $16,413

TOTAL EXPENSES $157,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,116	$154,151	-0.2%
Expenses	$157,969	$156,026	+0.0%
Net Income	$-38,853	$-1,875	+19.7%

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

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
Bryce Smith	Board Member	1.00	Director	$0	$0	$0
Robert Nauman	Board Member	1.00	Director	$0	$0	$0
Aimee Williams	Board Member	1.00	Director	$0	$0	$0
Deb Grimes	Board Member	1.00	Director	$0	$0	$0
Andy Hill	Board Member	1.00	Director	$0	$0	$0
Cassi Vohs	Board Member	1.00	Director	$0	$0	$0
Damon Dennis	Board Member	1.00	Director	$0	$0	$0
Craig Holtzen	President	1.00	Officer	$0	$0	$0
Mark Williams	Vice President	1.00	Officer	$0	$0	$0
David Houchen	Treasurer	1.00	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
2024	$119,116	$157,969	$2,021,181	$-38,853
2023	$154,151	$156,026	$1,914,887	$-1,875
2022	$238,357	$124,964	$1,821,471	$113,393
2021	$153,002	$109,476	$2,025,421	$43,526
2020	$186,366	$108,390	$1,607,002	$77,976
2019	$697,523	$60,087	$1,709,020	$637,436
2018	$126,013	$62,679	$1,064,195	$63,334

Unified School District #416 Endowment