SAN JUAN COUNTY SCHOOL DISTRICT FOUNDATION (EIN 742438495) - 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

Jennifer Johnson

Phone

4356781216

Tax Period

2022-07-01 to 2023-06-30

SAN JUAN COUNTY SCHOOL DISTRICT FOUNDATION, founded in 1986, is a small nonprofit in the Education sector that reported $256K in total revenue in fiscal year 2022. The organization ran a surplus of $71K, a strong 28% operating margin.

Mission

Provide academic growth to students of San Juan County Utah School District by promoting, sponsoring and carrying out educational, scientific, charitable and related activities and objectives with the San Juan County School District.

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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 $249,725

Program Service Revenue $0

Investment Income $6,657

Other Revenue $0

TOTAL REVENUE $256,382

Expense Breakdown

Grants Paid $178,941

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,161

Other Expenses $6,220

TOTAL EXPENSES $185,161

Year-over-Year Comparison

	2022	2021	Change
Revenue	$256,382	N/A	N/A
Expenses	$185,161	N/A	N/A
Net Income	$71,221	$0	N/A

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
Trevor Olsen	Executive Director	2	Director	$0	$0	$0
Keri Bake	Board President	0	Director	$0	$0	$0
Shawn Begay	Board Vice President	0	Director	$0	$0	$0
Jamie Carling	Board Member	0	Director	$0	$0	$0
Jennifer Johnson	Treasurer	0	Director	$0	$0	$0
Ron Nielson	Board Member	0	Director	$0	$0	$0
Beverly McDougall	Secretary	0	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
2023	$256,382	$185,161	$335,999	$71,221
2021	$310,871	$232,628	$254,166	$78,243

SAN JUAN COUNTY SCHOOL DISTRICT FOUNDATION