SHAWNEE MISSION EDUCATION FOUNDATION (EIN 742823938) - 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

1997

Legal Domicile

Principal Officer

KIMBERLY HINKLE

Phone

9139939360

Tax Period

2024-07-01 to 2025-06-30

SHAWNEE MISSION EDUCATION FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $689K in total revenue in fiscal year 2024. Expenses of $865K exceeded revenue, resulting in a 26% operating deficit.

Mission

THE ORGANIZATIONS MISSION IS TO ADVANCE SCHOLARSHIP AND LEADERSHIP, TO ENABLE ALL SHAWNEE MISSION STUDENTS TO ACHIEVE THEIR POTENTIAL.

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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 $614,658

Program Service Revenue $0

Investment Income $87,956

Other Revenue $-13,812

TOTAL REVENUE $688,802

Expense Breakdown

Grants Paid $158,814

Salaries & Benefits $0

Fundraising Expenses $90,366

Program Expenses $660,781

Other Expenses $705,968

TOTAL EXPENSES $864,782

Year-over-Year Comparison

	2024	2023	Change
Revenue	$688,802	$686,450	+0.0%
Expenses	$864,782	$798,879	+0.1%
Net Income	$-175,980	$-112,429	+0.6%

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

130

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
KEN SCHAEFER	PRESIDENT	002.00	Officer Director	$0	$0	$0
DION SANKAR	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
BRIAN DIETZ	SECRETARY	002.00	Officer Director	$0	$0	$0
STARLA WULF BRENNAN	TREASURER	002.00	Officer Director	$0	$0	$0
JOE CLOSE	DIRECTOR	001.00	Director	$0	$0	$0
PETER HARDY	DIRECTOR	001.00	Director	$0	$0	$0
PATTI INGRAHAM	DIRECTOR	001.00	Director	$0	$0	$0
RYAN MANIES	DIRECTOR	001.00	Director	$0	$0	$0
LISA MARKLEY	DIRECTOR	001.00	Director	$0	$0	$0
CINDY NEELY	DIRECTOR	001.00	Director	$0	$0	$0
JOHN NOVAK	DIRECTOR	002.00	Director	$0	$0	$0
ANGELIQUE RODRIGUES-GUNION	DIRECTOR	001.00	Director	$0	$0	$0
JOY SPRINGFIELD	DIRECTOR	001.00	Director	$0	$0	$0
STACY STOTTS	DIRECTOR	001.00	Director	$0	$0	$0
ROBERT THOMPSON	DIRECTOR	001.00	Director	$0	$0	$0
KIMBERLY HINKLE	EXECUTIVE DIRECTOR	040.00	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	$688,802	$864,782	$1,938,524	$-175,980
2024	$686,450	$798,879	$1,966,184	$-112,429
2023	$685,407	$768,687	$1,945,413	$-83,280
2022	$630,071	$568,302	$1,927,419	$61,769
2021	$804,168	$519,217	$2,257,874	$284,951
2020	$692,681	$782,618	$2,364,975	$-89,937
2018	$829,336	$758,248	$2,339,670	$71,088

SHAWNEE MISSION EDUCATION FOUNDATION