USD 464 EDUCATION FOUNDATION INC (EIN 481196251) - 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

1997

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

USD 464 EDUCATION FOUNDATION INC, founded in 1997, is a micro nonprofit in the Education sector that reported $47K in total revenue in fiscal year 2023. Expenses of $42K left a modest 11% surplus.

Mission

PROVIDES SCHOLARSHIPS FOR EDUCATIONAL PURPOSES FOR STUDENTS FROM THE USD 464 SCHOOL DISTRICT AND GRANTS TO DISTRICT TEACHERS FOR ENHANCING EDUCATION EXPERIENCES

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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 $32,189

Program Service Revenue $0

Investment Income $14,933

Other Revenue $0

TOTAL REVENUE $47,122

Expense Breakdown

Grants Paid $35,746

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,746

Other Expenses $5,978

TOTAL EXPENSES $41,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,122	N/A	N/A
Expenses	$41,724	N/A	N/A
Net Income	$5,398	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	Role	Reportable Comp	Other Comp	Total
LISA BALMER	MEMBER	Director	$0	$0	$0
JEREMY R ROBBINS	MEMBER	Director	$0	$0	$0
JOSEY EASTES	MEMBER	Director	$0	$0	$0
TODD GEIGER	MEMBER	Director	$0	$0	$0
JENNY KESSLER	TREASURER	Officer	$0	$0	$0
SHAWNA GILMORE	CO-TREASURER	Officer	$0	$0	$0
SCOTT BREUER	PRESIDENT	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
2025	No data	No data	No data	No data
2024	$47,122	$41,724	$574,833	$5,398
2023	$45,256	$46,130	$549,870	$-874
2022	$36,671	$51,703	$525,053	$-15,032
2021	$54,091	$32,094	$540,085	$21,997
2020	$51,633	$48,130	$518,088	$3,503
2019	$154,419	$52,100	$515,136	$102,319

USD 464 EDUCATION FOUNDATION INC