STILLWATER PUBLIC EDUCATION FOUNDATION (EIN 731267401) - 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

1986

Legal Domicile

Principal Officer

BRIAN VOWEL

Phone

4057474191

Tax Period

2023-01-01 to 2023-12-31

STILLWATER PUBLIC EDUCATION FOUNDATION, founded in 1986, is a small nonprofit in the Education sector that reported $204K in total revenue in fiscal year 2023. Net assets of $1.2M represent 70 months of operating reserves.

Mission

PROVIDES FUNDING TO PUBLIC SCHOOL PROJECTS WHICH THE SCHOOL DISTRICT IS UNABLE TO FUND.

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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 $103,936

Program Service Revenue $0

Investment Income $40,078

Other Revenue $59,554

TOTAL REVENUE $203,568

Expense Breakdown

Grants Paid $141,038

Salaries & Benefits $24,785

Fundraising Expenses $18,257

Program Expenses $141,038

Other Expenses $36,553

TOTAL EXPENSES $202,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,568	$213,717	0.0%
Expenses	$202,376	$155,497	+0.3%
Net Income	$1,192	$58,220	-1.0%

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

N/A

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
KELSEY GROUNDS	TRUSTEE	0.00	Director	$0	$0	$0
PENNY HOLT	TRUSTEE	0.00	Director	$0	$0	$0
DESIREE JENKINS	Trustee	0.00	Director	$0	$0	$0
ROBIN FUXA	President	0.00	Director	$0	$0	$0
MICHELLE MATHESON	TRUSTEE	0.00	Director	$0	$0	$0
ESTER MCKEE	Trustee	0.00	Director	$0	$0	$0
LAUREN GEE	Vice President	0.00	Director	$0	$0	$0
MELINDA AUFLEGER	Trustee	0.00	Director	$0	$0	$0
TREVOR DAVENPORT	Trustee	0.00	Director	$0	$0	$0
STEPHANIE HATHCOCK	TRUSTEE	0.00	Director	$0	$0	$0
CARYL TALLEY	PAST PRESIDENT	0.00	Director	$0	$0	$0
VICTORIA HAMMER	TRUSTEE	0.00	Director	$0	$0	$0
MEGAN HORTON	TRUSTEE	0.00	Director	$0	$0	$0
MARSH HOWARD	TRUSTEE	0.00	Director	$0	$0	$0
LEON JONES	TRUSTEE	0.00	Director	$0	$0	$0
KAMI SHIPMAN	TRUSTEE	0.00	Director	$0	$0	$0
BECKY SZLICHTA	TRUSTEE	0.00	Director	$0	$0	$0
EMILY LEWIS	Executive Dir.	20.00	Director	$0	$0	$0
CAROLYN WALSTAD	SECRETARY	0.00	Officer	$0	$0	$0
CRISTY RACY	Trustee	0.00	Officer	$0	$0	$0
TERRI MOORMAN	Trustee	0.00	Officer	$0	$0	$0
STEVE RUBY	Trustee	1.00	Officer	$0	$0	$0
BRIAN VOWEL	Treasurer	1.00	Officer	$0	$0	$0
ASHLEE ROBERTSON	EXECUTIVE DIRECTOR	20.00		$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
2024	No data	No data	No data	No data
2023	$203,568	$202,376	$1,180,998	$1,192
2022	$213,717	$155,497	$1,109,267	$58,220
2021	$285,524	$116,412	$1,199,022	$169,112
2020	$218,338	$196,050	$1,038,449	$22,288
2019	$256,200	$161,031	$1,021,710	$95,169
2018	$140,762	$145,538	$928,226	$-4,776

STILLWATER PUBLIC EDUCATION FOUNDATION