BLUE VALLEY EDUCATIONAL FOUNDATION (EIN 481159744) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Susan Tideman

Phone

9132394622

Tax Period

2024-07-01 to 2025-06-30

BLUE VALLEY EDUCATIONAL FOUNDATION, founded in 1987, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $488K, a strong 27% operating margin.

Mission

TO ENRICH EXCELENCE THROUGH COMMUNITY OUTREACH, FINANCIAL SUSTAINABILITY, AND ONGOING FUNDING OF EXTRAORDINARY EDUCATIONAL PROGRAMS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $577,813

Program Service Revenue $621,866

Investment Income $601,961

Other Revenue $0

TOTAL REVENUE $1,801,640

Expense Breakdown

Grants Paid $424,353

Salaries & Benefits $0

Fundraising Expenses $252,445

Program Expenses $685,787

Other Expenses $889,060

TOTAL EXPENSES $1,313,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,801,640	$2,244,796	-0.2%
Expenses	$1,313,413	$1,296,284	+0.0%
Net Income	$488,227	$948,512	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
BECKY ALFRED	BOARD MEMBER	2	Director	$0	$0	$0
LAURA BERGER	BOARD MEMBER	2	Director	$0	$0	$0
PAGE BURKS	BOARD MEMBER	2	Director	$0	$0	$0
CLIFTON CARNEY	BOARD MEMBER	2	Director	$0	$0	$0
MIKE FAHEY	BOARD MEMBER	2	Director	$0	$0	$0
MANEESH GAUBA	BOARD MEMBER	2	Director	$0	$0	$0
MICHAEL GRAHAM	BOARD MEMBR	2	Director	$0	$0	$0
SARA HOLMES	BOARD MEMBER	2	Director	$0	$0	$0
CHRISTY LAHOOD	BOARD MEMBER	2	Director	$0	$0	$0
SEASON LENTZ	BOARD MEMBER	2	Director	$0	$0	$0
STEPHANIE MEYER	BOARD MEMBER	2	Director	$0	$0	$0
LEAH MOUNTAIN NEECE	BOARD MEMBER	2	Director	$0	$0	$0
FARIHA SHAFI	BOARD MEMBER	2	Director	$0	$0	$0
DR TONYA MERRIGAN	EX OFFICIO MEMBER	2	Director	$0	$0	$0
PATRICK WERTZBERGER	PRESIDENT	2	Director	$0	$0	$0
EMILY WEST	PRESIDENT-ELECT	2	Director	$0	$0	$0
DR KATIE COLLIER	SECRETARY	2	Director	$0	$0	$0
MOLLY HERMRECK	TREASURER	3	Director	$0	$0	$0
JAN KESSINGER	EX OFFICIO MEMBER	2	Director	$0	$0	$0
KRISTIN BECHARD	BOARD MEMBER	2	Director	$0	$0	$0
CARRIE MYER	EX OFFICIO MEMBER	2	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	$1,801,640	$1,313,413	$5,441,468	$488,227
2024	$2,244,796	$1,296,284	$5,012,797	$948,512
2023	$1,458,104	$1,452,808	$4,267,245	$5,296
2022	$1,753,549	$1,851,998	$3,683,451	$-98,449
2021	$1,439,983	$993,744	$4,108,160	$446,239

BLUE VALLEY EDUCATIONAL FOUNDATION