USD 249 EDUCATION FOUNDATION FUND (EIN 481133161) - 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

1991

Legal Domicile

Principal Officer

ANN BROWN

Phone

6202317551

Tax Period

2023-07-01 to 2024-06-30

USD 249 EDUCATION FOUNDATION FUND, founded in 1991, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2023. The organization ran a surplus of $97K, a strong 58% operating margin.

Mission

SUPPORT OF PUBLIC EDUCATION IN USD 249 FRONTENAC SCHOOL SYSTEM. FUNDRAISING ACTIVITIES INCLUDE FESTA ITALIANA WHICH GENERATES FUNDS TO SUPPORT PROGRAMS IN USD 249 AND PROVIDE SCHOLARSHIPS TO GRADUATES OF USD 249.

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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 $111,392

Program Service Revenue $0

Investment Income $27,369

Other Revenue $27,295

TOTAL REVENUE $166,056

Expense Breakdown

Grants Paid $61,852

Salaries & Benefits $0

Fundraising Expenses $68

Program Expenses $61,852

Other Expenses $7,147

TOTAL EXPENSES $68,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,056	N/A	N/A
Expenses	$68,999	N/A	N/A
Net Income	$97,057	N/A	N/A

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
ANN BROWN	PRESIDENT	N/A	Officer Director	$0	$0	$0
TRACY COMSTOCK	BOARD MEMBER	N/A	Director	$0	$0	$0
TARA GRASSIE	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
KAREN JOHNSON	SECRETARY	N/A	Officer Director	$0	$0	$0
KENNY KRUMSICK	BOARD MEMBER	N/A	Director	$0	$0	$0
JENIFER MCDONALD	BOARD MEMEBE	N/A	Director	$0	$0	$0
HEATHER SPAUR	TREASURER	N/A	Officer Director	$0	$0	$0
TERRI SPIGARELLI	BOARD MEMBER	N/A	Director	$0	$0	$0
ERIN SULLIVAN	BOARD MEMBER	N/A	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	$166,056	$68,999	$1,221,165	$97,057
2023	$227,593	$151,499	$1,124,108	$76,094
2022	$139,370	$105,002	$1,048,014	$34,368
2021	$130,162	$99,765	$1,013,646	$30,397
2020	$93,378	$63,130	$983,249	$30,248
2019	$175,009	$113,101	$953,001	$61,908
2018	$123,205	$58,796	$891,093	$64,409

USD 249 EDUCATION FOUNDATION FUND