BROKEN ARROW PUBLIC SCHOOL FOUNDATION I (EIN 731413010) - 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

1992

Legal Domicile

Principal Officer

JENI DOLAN

Phone

9184023288

Tax Period

2024-07-01 to 2025-06-30

BROKEN ARROW PUBLIC SCHOOL FOUNDATION I, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $189K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $1.3M represent 85 months of operating reserves.

Mission

TO PROVIDE FUNDING FOR BROKEN ARROW PUBLIC SCHOOL PROGRAMS AND PROJECTS FOR THE BENEFIT OF ITS STUDENTS AND FACULTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,074

Program Service Revenue $0

Investment Income $43,725

Other Revenue $122,797

TOTAL REVENUE $188,596

Expense Breakdown

Grants Paid $104,633

Salaries & Benefits $60,416

Fundraising Expenses $38,177

Program Expenses $126,716

Other Expenses $32,389

TOTAL EXPENSES $197,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,596	$164,494	+0.1%
Expenses	$197,438	$180,557	+0.1%
Net Income	$-8,842	$-16,063	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANKIE CATLETT	Director	1.00	Director	$0	$0	$0
MATT CONDRY	Director	1.00	Director	$0	$0	$0
MICHELLE EVERETT	Director	1.00	Director	$0	$0	$0
LESLIE PURCELL	Director	1.00	Director	$0	$0	$0
JENI DOLAN	President	1.00	Officer Director	$0	$0	$0
ANDREW HAVENS	Treasurer	3.00	Officer Director	$0	$0	$0
EVAN ANDERSON	Director	1.00	Director	$0	$0	$0
LAURA GREENLEAF	Director	1.00	Director	$0	$0	$0
LIZ BURNS	Secretary	1.00	Officer Director	$0	$0	$0
ERIKA MAXEY	Director	1.00	Director	$0	$0	$0
CARRIE CRANE	Director	1.00	Director	$0	$0	$0
KEVIN MOBERG	Director	1.00	Director	$0	$0	$0
RACHEL SHIRLEY	Director	1.00	Director	$0	$0	$0
CALEB HURD	Director	1.00	Director	$0	$0	$0
BRETT JAMES	Director	1.00	Director	$0	$0	$0
HAZEL KOEHLER	Director	1.00	Director	$0	$0	$0
CHARLA LANE	Vice President	1.00	Officer Director	$0	$0	$0
KAREN LAWLESS	Director	1.00	Director	$0	$0	$0
JASON MARTIN	Director	1.00	Director	$0	$0	$0
GREER NICHOLS	Director	1.00	Director	$0	$0	$0
RUSSELL PETERSON	Director	1.00	Director	$0	$0	$0
AMBER EDWARDS	Director	1.00	Director	$0	$0	$0
TYLER MCCLELLAN	Director	1.00	Director	$0	$0	$0
GEORGIA STEELE	Director	1.00	Director	$0	$0	$0
JANE YORK	Director	1.00	Director	$0	$0	$0
DAVID PICKEL	Director	1.00	Director	$0	$0	$0
JESSE L SUMNER JR	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	$188,596	$197,438	$1,350,863	$-8,842
2024	$164,494	$180,557	$1,274,362	$-16,063
2023	$103,070	$119,689	$1,161,078	$-16,619
2022	$196,577	$270,353	$1,092,960	$-73,776
2021	$228,721	$197,105	$1,316,137	$31,616
2019	$173,929	$104,224	$1,192,089	$69,705

BROKEN ARROW PUBLIC SCHOOL FOUNDATION I