FORT THOMAS EDUCATION FOUNDATION

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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

2001

Legal Domicile

Principal Officer

DUSTIN BUECKER

Phone

8598152004

Tax Period

2022-07-01 to 2023-06-30

FORT THOMAS EDUCATION FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $443K in total revenue in fiscal year 2022. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 40% operating margin.

Mission

TO ENHANCE THE EDUCATION OF STUDENTS IN ALL FIVE FORT THOMAS INDEPENDENT SCHOOLS

Program Service Accomplishments

Program 1

Expenses: $267,193

PROVIDE FUNDS TO FORT THOMAS INDEPENDENT SCHOOLS FOR PROJECTS UNABLE TO BE FINANCED THROUGH THE DISTRICT'S GENERAL BUDGET

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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 (2022)

Revenue Breakdown

Contributions & Grants $278,283

Program Service Revenue $0

Investment Income $65,996

Other Revenue $99,098

TOTAL REVENUE $443,377

Expense Breakdown

Grants Paid $108,230

Salaries & Benefits $92,505

Fundraising Expenses $0

Program Expenses $267,193

Other Expenses $66,458

TOTAL EXPENSES $267,193

Year-over-Year Comparison

	2022	2021	Change
Revenue	$443,377	$311,013	+0.4%
Expenses	$267,193	$1,165,564	-0.8%
Net Income	$176,184	$-854,551	-1.2%

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

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
DUSTIN BUECKER	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
FRANK TWEHUES	VICE CHAIRPE	N/A	Officer Director	$0	$0	$0
ELIZABETH YOUNGER	SECRETARY	N/A	Officer Director	$0	$0	$0
KEVIN VENNEFRON	TREASURER	N/A	Officer Director	$0	$0	$0
RON DILL	EXECUTIVE BO	N/A	Director	$0	$0	$0
MEGAN ABNER	EXECUTIVE BO	N/A	Director	$0	$0	$0
MEGAN DESOLA	EXECUTIVE BO	N/A	Director	$0	$0	$0
KEVIN DUKE	EXECUTIVE BO	N/A	Director	$0	$0	$0
JOE EWALD	EXECUTIVE BO	N/A	Director	$0	$0	$0
KRISTEN BANOCY	EXECUTIVE BO	N/A	Director	$0	$0	$0
CHANDA CALENTINE	EXECUTIVE BO	N/A	Director	$0	$0	$0
LESLEY ANN GRACEY	EXECUTIVE BO	N/A	Director	$0	$0	$0
AMY HILLS	EXECUTIVE BO	N/A	Director	$0	$0	$0
REBECCA HUG	EXECUTIVE BO	N/A	Director	$0	$0	$0
MICHELLE KNIGHT	EXECUTIVE BO	N/A	Director	$0	$0	$0
AMY LANG	EXECUTIVE BO	N/A	Director	$0	$0	$0
MAGGIE MCCLUSKEY	EXECUTIVE BO	N/A	Director	$0	$0	$0
FRANK MEYER	EXECUTIVE BO	N/A	Director	$0	$0	$0
TOM MEYER	EXECUTIVE BO	N/A	Director	$0	$0	$0
PHIL SCHERRER	EXECUTIVE BO	N/A	Director	$0	$0	$0
BRIAN SCHWALBACH	EXECUTIVE BO	N/A	Director	$0	$0	$0
SHANNON THOMAS	EXECUTIVE BO	N/A	Director	$0	$0	$0
JESSICA DUKE	EXECUTIVE BO	N/A	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	$443,377	$267,193	$1,823,476	$176,184
2022	$311,013	$1,165,564	$1,647,739	$-854,551
2021	$894,715	$178,963	$2,502,419	$715,752
2020	$515,746	$172,314	$1,786,240	$343,432
2019	$433,223	$180,144	$1,442,698	$253,079
2018	$439,106	$181,528	$1,190,685	$257,578