THE GLENWOOD SCHOOL 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

1992

Legal Domicile

Principal Officer

KRISTEN JENTZEN

Phone

4154852430

Tax Period

2023-08-01 to 2024-07-31

THE GLENWOOD SCHOOL FOUNDATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $191K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $52K, a strong 27% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT OF EDUCATIONAL AND ENRICHMENT PROGRAMS OF GLENWOOD ELEMENTARY SCHOOL STUDENTS INCLUDING COMMUNITY BUILDING.

Program Service Accomplishments

Program 1

Expenses: $106,997 Revenue: $13,403

ACADEMIC ENRICHMENT EXPENSES ENHANCE AND SUPPORT EDUCATIONAL PROGRAMS AT GLENWOOD SCHOOL. EXPENDITURES INCLUDE INSTRUCTION FEES FOR ENRICHMENT PROGRAMS, FIELD TRIPS, CLASSROOM AND SCHOOL OFFICE...

ACADEMIC ENRICHMENT EXPENSES ENHANCE AND SUPPORT EDUCATIONAL PROGRAMS AT GLENWOOD SCHOOL. EXPENDITURES INCLUDE INSTRUCTION FEES FOR ENRICHMENT PROGRAMS, FIELD TRIPS, CLASSROOM AND SCHOOL OFFICE SUPPLIES.

Program 2

Expenses: $30,502

COMMUNITY BUILDING EXPENSES ENHANCE AND SUPPORT COMMUNITY PROGRAMS AT GLENWOOD SCHOOL. EXPENDITURES INCLUDE CERTAIN CLASSROOM ACTIVITIES, COMMUNICATION TOOLS AND OUTREACH 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 $141,323

Program Service Revenue $13,403

Investment Income $2,380

Other Revenue $33,493

TOTAL REVENUE $190,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,444

Program Expenses $137,499

Other Expenses $138,943

TOTAL EXPENSES $138,943

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,599	$223,847	-0.1%
Expenses	$138,943	$234,970	-0.4%
Net Income	$51,656	$-11,123	-5.6%

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

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
STEPHANIE ARANDA	TREASURER	N/A	Officer Director	$0	$0	$0
CARRIE BACH	CO-VP COMMUN	N/A	Director	$0	$0	$0
EMILY COE	CO-VP COMMUN	N/A	Director	$0	$0	$0
TERRENCE CUSH	MEMBER AT LA	N/A	Director	$0	$0	$0
ALIZA DAVIDI	MEMBER AT LA	N/A	Director	$0	$0	$0
TYLER DUNN	MEMBER AT LA	N/A	Officer Director	$0	$0	$0
GAIL ESH	MEMBER AT LA	N/A	Director	$0	$0	$0
JEN ISREAL	VP FUNDRAISI	N/A	Director	$0	$0	$0
KRISTEN JENTZEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JENNIFER LYON	MEMBER AT LA	N/A	Director	$0	$0	$0
DANIELLE MCCARTHY	VP SCHOOL PR	N/A	Director	$0	$0	$0
KATE SPRAGUE	MEMBER AT LA	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	$190,599	$138,943	$549,599	$51,656
2023	$223,847	$234,970	$497,943	$-11,123
2022	$203,777	$230,559	$509,066	$-26,782
2021	$99,424	$119,543	$535,848	$-20,119
2020	$216,552	$258,184	$555,967	$-41,632
2019	$308,749	$264,728	$497,599	$44,021