THE IRON COUNTY SCHOOL DISTRICT FOUNDATION (EIN 800666151) - 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

1984

Principal Officer

SHAUNA LUND

Tax Period

2022-07-01 to 2023-06-30

THE IRON COUNTY SCHOOL DISTRICT FOUNDATION, founded in 1984, is a small nonprofit in the Education sector that reported $248K in total revenue in fiscal year 2022. The organization ran a surplus of $109K, a strong 44% operating margin.

Mission

THE IRON COUNTY SCHOOL DISTRICT FOUNDATION WAS ESTABLISHED TO PROVIDE SUPPORT AND AID TO THE IRON COUNTY SCHOOL DISTRICT. IT IS OUR MISSION AT THE IRON DISTRICT FOUNDATION TO ENHANCE THE EDUCATIONAL EXPERIENCE OF EVERY STUDENT, BY SEEKING OUT, ACQUIRING, AND PROVIDING NECESSARY RESOURCES TO CLASSROOMS AND STUDENTS THROUGH PRIVATE FUNDING THAT IS NOT PROVIDED THROUGH TRADITIONAL EDUCATIONAL AND GOVERNMENTAL RESOURCES.

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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 $228,539

Program Service Revenue $0

Investment Income $127

Other Revenue $19,326

TOTAL REVENUE $247,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,972

Other Expenses $138,972

TOTAL EXPENSES $138,972

Year-over-Year Comparison

	2022	2021	Change
Revenue	$247,992	N/A	N/A
Expenses	$138,972	N/A	N/A
Net Income	$109,020	N/A	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

N/A

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 ANDERSEN	MEMBER	N/A	Director	$0	$0	$0
NASH BALTZER	MEMBER	N/A	Director	$0	$0	$0
JASON GRIFFIN	MEMBER	N/A	Director	$0	$0	$0
KAREN JOHNSON	MEMBER	N/A	Director	$0	$0	$0
SHELLEY PORTER	MEMBER	N/A	Director	$0	$0	$0
SCOTT SHUMWAY	MEMBER	N/A	Director	$0	$0	$0
JANETTE STUBBS	MEMBER	N/A	Director	$0	$0	$0
PAUL TERRY	VICE PRESIDE	N/A	Director	$0	$0	$0
JUSTIN WAYMENT	BOARD PRESID	N/A	Officer Director	$0	$0	$0
SHAUNA LUND	SECRETARY/TR	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$247,992	$138,972	$571,295	$109,020

THE IRON COUNTY SCHOOL DISTRICT FOUNDATION