UNIFIED SCHOOL DISTRICT 248 EDUCATIONAL FOUNDATION (EIN 481081125) - 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

1990

Legal Domicile

Principal Officer

JOHN W LEHMAN

Phone

6207243318

Tax Period

2023-07-01 to 2024-06-30

UNIFIED SCHOOL DISTRICT 248 EDUCATIONAL FOUNDATION, founded in 1990, is a micro nonprofit in the Education sector that reported $77K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $87K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS TO QUALIFIED GRADUATES OF USD 248 TO ASSIST THEM IN CONTINUING THEIR EDUCATION FINANCIAL ASSISTANCE TO USD 248

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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 $47,901

Program Service Revenue $0

Investment Income $28,953

Other Revenue $0

TOTAL REVENUE $76,854

Expense Breakdown

Grants Paid $82,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,250

Other Expenses $4,172

TOTAL EXPENSES $86,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,854	$139,131	-0.4%
Expenses	$86,722	$61,840	+0.4%
Net Income	$-9,868	$77,291	-1.1%

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
SANDY CASEY	DIRECTOR	N/A	Director	$0	$0	$0
MIKE CARPENTER	DIRECTOR	N/A	Director	$0	$0	$0
MARY SMITH	DIRECTOR	N/A	Director	$0	$0	$0
RANDY VOGTS	DIRECTOR	N/A	Director	$0	$0	$0
SARA KELLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOHN LEHMAN	SECRETARYTREASURER	N/A	Officer 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	No data	No data	No data	No data
2024	$76,854	$86,722	$828,982	$-9,868
2023	$139,131	$61,840	$823,769	$77,291
2022	$140,155	$48,188	$738,311	$91,967
2021	$243,207	$146,325	$690,892	$96,882
2020	$36,935	$40,998	$594,010	$-4,063
2019	$79,764	$35,867	$598,073	$43,897

UNIFIED SCHOOL DISTRICT 248 EDUCATIONAL FOUNDATION