THE USD 498 FOUNDATION (EIN 481224971) - 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

CHAD PARKER

Phone

7853632263

Tax Period

2024-07-01 to 2025-06-30

THE USD 498 FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2024. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 46% operating margin.

Mission

THE USD 498 FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE USD 498 SENIORS WITH SCHOLARSHIPS.

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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 $7,000

Program Service Revenue $0

Investment Income $99,664

Other Revenue $0

TOTAL REVENUE $106,664

Expense Breakdown

Grants Paid $24,040

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,712

Other Expenses $33,654

TOTAL EXPENSES $57,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,664	$45,353	+1.4%
Expenses	$57,694	$33,789	+0.7%
Net Income	$48,970	$11,564	+3.2%

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
JORDAN BROXTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELVA J SANNER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD PARKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID VERMETTEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KENNETH STEINFORT	TREASURER	1.00	Officer Director	$0	$0	$0
BRYCE PORTER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMI GILLIG	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH TOERBER	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCAS A ROEPKE	BOARD MEMBER	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
2025	$106,664	$57,694	$1,155,829	$48,970
2024	$45,353	$33,789	$1,106,859	$11,564
2023	$21,395	$93,855	$1,103,239	$-72,460
2022	$110,501	$54,735	$1,167,755	$55,766
2021	$75,694	$27,218	$1,111,989	$48,476
2020	$31,342	$37,483	$1,063,513	$-6,141
2019	$71,012	$39,460	$1,069,654	$31,552

THE USD 498 FOUNDATION