UNIFIED SCHOOL DISTRICT NO 336 EDUCATION FOUNDATION INC (EIN 481192109) - 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

2000

Legal Domicile

Principal Officer

DEIRDRE FOLK

Phone

7853643650

Tax Period

2024-01-01 to 2024-12-31

UNIFIED SCHOOL DISTRICT NO 336 EDUCATION FOUNDATION INC, founded in 2000, is a micro nonprofit in the Education sector that reported $24K in total revenue in fiscal year 2024. The organization ran a surplus of $5K, a strong 21% operating margin.

Mission

SUPPORTING SCHOOL DISTRICT AND STUDENTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $23,860

Other Revenue $0

TOTAL REVENUE $23,860

Expense Breakdown

Grants Paid $17,795

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,795

Other Expenses $1,000

TOTAL EXPENSES $18,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,860	$24,473	0.0%
Expenses	$18,795	$15,715	+0.2%
Net Income	$5,065	$8,758	-0.4%

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
JENNY STOUS	PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN PHILLIPS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REX FRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
JUDY MAY	DIRECTOR	1.00	Director	$0	$0	$0
TRENT TANKING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRY LIERZ	DIRECTOR	1.00	Director	$0	$0	$0
DENA SWISHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
TREVOR ASHCRAFT	DIRECTOR	1.00	Director	$0	$0	$0
BOB DAVIES	DIRECTOR	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
2024	$23,860	$18,795	$582,442	$5,065
2023	$24,473	$15,715	$577,377	$8,758
2022	$8,122	$8,790	$568,619	$-668
2021	$9,881	$12,065	$569,287	$-2,184
2020	$9,859	$6,658	$571,471	$3,201
2019	$10,014	$9,255	$568,270	$759
2018	$11,579	$20,541	$567,511	$-8,962

UNIFIED SCHOOL DISTRICT NO 336 EDUCATION FOUNDATION INC