LYONS UNIFIED SCHOOL DISTRICT NO 405 EDUCATION ENDOWMENT ASSOCIATION (EIN 481202797) - 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

1998

Legal Domicile

Principal Officer

GARY SECHRIST

Phone

6202571123

Tax Period

2020-07-01 to 2021-06-30

LYONS UNIFIED SCHOOL DISTRICT NO 405 EDUCATION ENDOWMENT ASSOCIATION, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $54K in total revenue in fiscal year 2020. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 28% operating deficit.

Mission

PROVIDE SCHOLARSHIPS FOR POST-SECONDARY EDUCATIONAL PURPOSES

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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 (2020)

Revenue Breakdown

Contributions & Grants $3,583

Program Service Revenue $0

Investment Income $49,110

Other Revenue $1,162

TOTAL REVENUE $53,855

Expense Breakdown

Grants Paid $67,525

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,525

Other Expenses $1,660

TOTAL EXPENSES $69,185

Year-over-Year Comparison

	2020	2019	Change
Revenue	$53,855	$73,987	-0.3%
Expenses	$69,185	$38,050	+0.8%
Net Income	$-15,330	$35,937	-1.4%

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

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
Bill Day	Vice President	1.00	Officer Director	$0	$0	$0
Dr Stanley Bettin	Director	1.00	Director	$0	$0	$0
George Stover	Director	1.00	Director	$0	$0	$0
Josh Michaelis	Director	1.00	Director	$0	$0	$0
Gary Sechrist	President	2.00	Officer Director	$0	$0	$0
Brad Reid	Secretary	2.00	Officer Director	$0	$0	$0
Dr Roger Tobias	Treasurer	3.00	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
2021	$53,855	$69,185	$1,374,613	$-15,330
2020	$73,987	$38,050	$1,063,454	$35,937
2019	$93,702	$54,679	$1,261,176	$39,023

LYONS UNIFIED SCHOOL DISTRICT NO 405 EDUCATION ENDOWMENT ASSOCIATION