SPOTSYLVANIA EDUCATION FOUNDATION (EIN 541663109) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

AYREE CUPKA

Phone

5408342500

Tax Period

2022-07-01 to 2023-06-30

SPOTSYLVANIA EDUCATION FOUNDATION, founded in 1992, is a micro nonprofit in the Education sector that reported $59K in total revenue in fiscal year 2017. Revenue surged 42% from the prior year, signaling strong growth momentum. Net assets of $258K represent 52 months of operating reserves.

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE PURPOSE OF IMPROVING EDUCATIONAL PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS, TO PROVIDE SUPPORT AND RECOGNITION TO STAFF AND STUDENTS FOR INNOVATIVE PROGRAMS AND PROJECTS THAT ENHANCE THE QUALITY OF EDUCATION IN PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS AND TO SEEK PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTION AND ENHANCE EXISTING SCHOOL PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $16,603

Program Service Revenue $0

Investment Income $2,440

Other Revenue $0

TOTAL REVENUE $19,043

Expense Breakdown

Grants Paid $500

Salaries & Benefits $13,170

Fundraising Expenses $0

Program Expenses $35,423

Other Expenses $26,286

TOTAL EXPENSES $39,956

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,043	$69,438	-0.7%
Expenses	$39,956	$120,137	-0.7%
Net Income	$-20,913	$-50,699	-0.6%

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

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

$5,049

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSIE KIMBERLIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAEL COOPER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AYREE CUPKA	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN FINES	SECRETARY	2.00	Officer Director	$0	$0	$0
ALAN JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN DUHRING	EXECUTIVE DIRECTOR	20.00	Director	$5,049	$0	$5,049
DAN BUCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVY FEARON	DIRECTOR	1.00	Director	$0	$0	$0
ANN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA HAMN	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$19,043	$39,956	$150,568	$-20,913
2022	$69,438	$120,137	$170,677	$-50,699
2021	$89,248	$103,305	$231,035	$-14,057
2019	$62,123	$79,270	$244,417	$-17,147
2018	$59,080	$62,881	$257,589	$-3,801

SPOTSYLVANIA EDUCATION FOUNDATION