South Umpqua School District Educa… - Form 990 Financial Data

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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

2005

Legal Domicile

Principal Officer

Claire L Johnson

Phone

5416807199

Tax Period

2025-01-01 to 2025-12-31

South Umpqua School District Educational Foundation, founded in 2005, is a micro nonprofit in the Education sector that reported $71K in total revenue in fiscal year 2025. The organization ran a surplus of $56K, a strong 79% operating margin.

Mission

Create great schools inside and out through capital improvements and classroom grants Help administer scholarships for graduates of South Umpqua High School.

Program Service Accomplishments

Program 1

Expenses: $5,963

Teachers/Principals apply for classroom grants to provide better learning opportunities for their students.

Program 2

Expenses: $5,034

Moneys given to improve the science equipment at the high school.

Program 3

Expenses: $1,500

Money given to the Future Business Leaders of America

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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 (2025)

Revenue Breakdown

Contributions & Grants $16,486

Program Service Revenue $0

Investment Income $2,057

Other Revenue $52,790

TOTAL REVENUE $71,333

Expense Breakdown

Grants Paid $12,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,497

Other Expenses $2,793

TOTAL EXPENSES $15,291

Year-over-Year Comparison

	2025	2024	Change
Revenue	$71,333	$73,869	0.0%
Expenses	$15,291	$42,513	-0.6%
Net Income	$56,042	$31,356	+0.8%

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

N/A

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
YVETTE RHODES	Secretary	1.00	Officer	$0	$0	$0
JEFF JOHNSON	President	1.00	Officer	$0	$0	$0
CHRISTINA EASTERBROOK	Vice President	0.50	Officer	$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	$71,333	$15,291	$611,727	$56,042
2024	No data	No data	No data	No data
2023	$100,166	$14,855	$617,004	$85,311
2022	$88,367	$55,392	$543,482	$32,975
2021	$97,898	$233,191	$523,536	$-135,293
2020	$61,227	$25,892	$592,917	$35,335

South Umpqua School District Educational Foundation