EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS (EIN 810452904) - 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

1988

Legal Domicile

Principal Officer

KELLY MCCANDLESS

Phone

4062815149

Tax Period

2023-07-01 to 2024-06-30

EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS, founded in 1988, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 176% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 58% operating margin.

Mission

THE EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS PROVIDES SUPPORT TO EDUCATORS AND STUDENTS THROUGH PHILANTHROPY, CONNECTION, AND COLLABORATION. WE STRIVE TO GIVE ALL STUDENTS THE TOOLS THEY NEED TO REACH THEIR GREATEST POTENTIAL AND TO DEVELOP INTO ENGAGED AND PRODUCTIVE CITIZENS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,461,086

Program Service Revenue $0

Investment Income $415,172

Other Revenue $195,015

TOTAL REVENUE $3,071,273

Expense Breakdown

Grants Paid $697,329

Salaries & Benefits $222,716

Fundraising Expenses $57,049

Program Expenses $1,123,469

Other Expenses $362,848

TOTAL EXPENSES $1,282,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,071,273	$1,114,753	+1.8%
Expenses	$1,282,893	$922,613	+0.4%
Net Income	$1,788,380	$192,140	+8.3%

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

100

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

$63,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON CHRISTENSEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG BENJAMIN	PAST PRESIDENT	2.00	Director	$0	$0	$0
LINDA MARRS-MORFORD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
APRIL KEIPPEL	SECRETARY	2.00	Officer Director	$0	$0	$0
KORRINE RICE	TREASURER	2.00	Officer Director	$0	$0	$0
SHANE RICHARDS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
JULIE ASHER	DIRECTOR	2.00	Director	$0	$0	$0
PETE BOLENBAUGH	DIRECTOR	2.00	Director	$0	$0	$0
LORNEL BAKER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS DORR	DIRECTOR	2.00	Director	$0	$0	$0
KELLY EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE MANSKE	DIRECTOR	2.00	Director	$0	$0	$0
ROSS MCLINDEN	DIRECTOR	2.00	Director	$0	$0	$0
AJ MILLER	DIRECTOR	2.00	Director	$0	$0	$0
CORY MOORE	DIRECTOR	2.00	Director	$0	$0	$0
SOMMER REINHARDT	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SMITH	DIRECTOR	2.00	Director	$0	$0	$0
KIM THEIS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN WAGNER	DIRECTOR	2.00	Director	$0	$0	$0
KELLY MCCANDLESS	EXECUTIVE DIRECTOR	29.23	Officer	$63,654	$0	$63,654

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	$3,071,273	$1,282,893	$6,913,981	$1,788,380
2023	$1,114,753	$922,613	$5,047,658	$192,140
2022	$1,068,447	$809,127	$4,570,365	$259,320
2021	$1,206,335	$798,366	$5,339,940	$407,969
2020	$869,676	$687,483	$4,282,262	$182,193
2019	$793,933	$627,922	$4,176,165	$166,011
2018	$771,713	$671,072	$3,991,522	$100,641

EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS