Keystone School District Education Foundation (EIN 550875774) - 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

2003

Legal Domicile

Principal Officer

John B Mason

Phone

8147975921

Tax Period

2023-01-01 to 2023-12-31

Keystone School District Education Foundation, founded in 2003, is a small nonprofit in the Education sector that reported $260K in total revenue in fiscal year 2023. Revenue surged 1358% from the prior year, signaling strong growth momentum. Expenses of $287K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE MISSION OF THE KEYSTONE SCHOOL DISTRICT EDUCATION FOUNDATION IS TO ENRICH THE OVERALL EDUCATION EXPERIENCE IN THE DISTRICT THROUGH INNOVATIVE EDUCATIONAL OPPORTUNITIES AND ACTIVITIES.

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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 $257,996

Program Service Revenue $0

Investment Income $2,464

Other Revenue $0

TOTAL REVENUE $260,460

Expense Breakdown

Grants Paid $286,106

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286,106

Other Expenses $751

TOTAL EXPENSES $286,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,460	$17,862	+13.6%
Expenses	$286,857	$15,032	+18.1%
Net Income	$-26,397	$2,830	-10.3%

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
JOHN MASON	PRESIDENT	0.50	Officer Director	$0	$0	$0
WALTER SHATTENBERG	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
KRISTOFFER WILLISON	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL HALL	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL MCCORMICK	DIRECTOR	0.20	Director	$0	$0	$0
KELLI MCNAUGHTON	DIRECTOR	0.20	Director	$0	$0	$0
MARILYN STEMPECK	DIRECTOR	0.20	Director	$0	$0	$0
AJ JOHNSON	DIRECTOR	0.20	Director	$0	$0	$0
JASON SAY	DIRECTOR	0.40	Director	$0	$0	$0
BRYAN MCELRAVY	DIRECTOR	0.20	Director	$0	$0	$0
TODD SHUMAKER	DIRECTOR	0.20	Director	$0	$0	$0
CHAD NELLIS	DIRECTOR	0.20	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
2023	$260,460	$286,857	$90,728	$-26,397

Keystone School District Education Foundation