NEWPORT SCHOOL DISTRICT CHARITABLE FOUNDATION INC (EIN 716021536) - 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

2006

Legal Domicile

Principal Officer

JULIE ALLEN

Phone

8705233490

Tax Period

2023-07-01 to 2024-06-30

NEWPORT SCHOOL DISTRICT CHARITABLE FOUNDATION INC, founded in 2006, is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2018. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $24K left a modest 10% surplus.

Mission

PROMOTION OF ACADEMICS

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,205

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,205

Expense Breakdown

Grants Paid $9,702

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,178

Other Expenses $5,476

TOTAL EXPENSES $15,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,205	$20,005	+0.1%
Expenses	$15,178	$26,505	-0.4%
Net Income	$7,027	$-6,500	-2.1%

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

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
LYNN HARE	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA KIEFFNER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL BRAND	DIRECTOR/PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIE ALLEN	DIRECTOR/TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT NEWELL	DIRECTOR	0.50	Director	$0	$0	$0
RANDY RAMSEY	DIRECTOR	1.00	Director	$0	$0	$0
TERRI STROPE	DIRECTOR	1.00	Director	$0	$0	$0
JON BRADLEY	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	$22,205	$15,178	$14,208	$7,027
2023	$20,005	$26,505	$7,181	$-6,500
2022	$13,450	$17,940	$13,681	$-4,490
2021	$7,745	$13,412	$18,172	$-5,667
2020	$19,699	$13,976	$23,839	$5,723
2019	$26,766	$24,100	$18,116	$2,666

NEWPORT SCHOOL DISTRICT CHARITABLE FOUNDATION INC