Union Schools 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

1991

Legal Domicile

Phone

9183576014

Tax Period

2022-07-01 to 2023-06-30

Union Schools Education Foundation, founded in 1991, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2022. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $554K, a strong 38% operating margin.

Mission

TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION school PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $756,718

Grants to classroom instructors to fund creative teaching methods:materials to benefit union district students

Program 2

Expenses: $20,792

Other Program related expenses.

Program 3

Expenses: $6,750

Scholarships

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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 $1,116,062

Program Service Revenue $0

Investment Income $56,681

Other Revenue $272,444

TOTAL REVENUE $1,445,187

Expense Breakdown

Grants Paid $763,468

Salaries & Benefits $83,165

Fundraising Expenses $50,118

Program Expenses $784,260

Other Expenses $44,065

TOTAL EXPENSES $890,698

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,445,187	$1,114,029	+0.3%
Expenses	$890,698	$1,032,069	-0.1%
Net Income	$554,489	$81,960	+5.8%

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

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shea Ludwig	Executive Dir.	40.00	Officer	$60,000	$0	$60,000
Lyndsey Reyes	President	4.00	Officer Director	$0	$0	$0
Darren Burns	Past-President	4.00	Officer Director	$0	$0	$0
Benjamin Reynolds	Treasurer	4.00	Officer Director	$0	$0	$0
Brett Benge	Secretary	4.00	Officer Director	$0	$0	$0
Sandi Calvin	Trustee	1.00	Director	$0	$0	$0
Steve Click	Trustee	1.00	Director	$0	$0	$0
Jay Flemming	Trustee	1.00	Director	$0	$0	$0
Dr Kirt Hartzler	Trustee	1.00	Director	$0	$0	$0
Nikhil Kawlra	Trustee	1.00	Director	$0	$0	$0
Ashley Madewell	Trustee	1.00	Director	$0	$0	$0
Kenneth Moore	Trustee	1.00	Director	$0	$0	$0
Kristin Moore	Trustee	1.00	Director	$0	$0	$0
Amanda Murphy	Trustee	1.00	Director	$0	$0	$0
Chris Payne	Trustee	1.00	Director	$0	$0	$0
Kulsum Siddiqui	Trustee	1.00	Director	$0	$0	$0
Josie Starnella	Trustee	1.00	Director	$0	$0	$0
Kendra Thompson	Trustee	1.00	Director	$0	$0	$0
Misty Thurman	Trustee	1.00	Director	$0	$0	$0
Tracy Weese	Trustee	1.00	Director	$0	$0	$0
Sarah Wyatt	Trustee	1.00	Director	$0	$0	$0
Steve Zenthoefer	Trustee	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	No data	No data	No data	No data
2023	$1,445,187	$890,698	$3,847,458	$554,489
2022	$1,114,029	$1,032,069	$3,088,853	$81,960
2021	$1,068,001	$795,864	$3,447,766	$272,137
2020	$1,493,447	$1,034,141	$2,749,525	$459,306
2019	$888,283	$1,350,804	$2,358,471	$-462,521
2018	$2,417,908	$1,108,827	$3,656,809	$1,309,081