SCHOLA FOUNDATION (EIN 510144999) - 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

1975

Legal Domicile

Principal Officer

DOUG HELGET

Phone

5073880617

Tax Period

2024-07-01 to 2025-06-30

SCHOLA FOUNDATION, founded in 1975, is a small nonprofit in the Education sector that reported $602K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $751K exceeded revenue, resulting in a 25% operating deficit.

Mission

SEE PAGE 2, PART III, LINE 1.

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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 $218,924

Program Service Revenue $0

Investment Income $117,264

Other Revenue $265,656

TOTAL REVENUE $601,844

Expense Breakdown

Grants Paid $490,030

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $707,043

Other Expenses $261,339

TOTAL EXPENSES $751,369

Year-over-Year Comparison

	2024	2023	Change
Revenue	$601,844	$1,616,202	-0.6%
Expenses	$751,369	$433,749	+0.7%
Net Income	$-149,525	$1,182,453	-1.1%

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
DOUG HELGET	PRESIDENT	1.00	Officer Director	$0	$0	$0
COLBY STALOCH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ADRIENNE FAHRFORTH	SECRETARY	1.00	Officer Director	$0	$0	$0
JON MOCOL	TREASURER	1.00	Officer Director	$0	$0	$0
GREGG ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
REGGIE REID	BOARD MEMBER	1.00	Director	$0	$0	$0
JO BAILY	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL BRADY	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY ROTCHADL	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL GASPAR	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHAN GRUENZNER	BOARD MEMBER	1.00	Director	$0	$0	$0
LANCE JEPPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK HAEFNER	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	$601,844	$751,369	$11,036,408	$-149,525
2024	$1,616,202	$433,749	$11,493,302	$1,182,453
2023	$917,272	$1,274,566	$11,887,333	$-357,294
2022	$1,251,467	$481,212	$12,527,773	$770,255
2021	$3,943,065	$668,209	$9,492,981	$3,274,856
2020	$673,693	$571,170	$5,486,695	$102,523
2019	$1,343,745	$285,178	$5,454,984	$1,058,567
2018	$355,905	$801,265	$4,247,629	$-445,360

SCHOLA FOUNDATION