SHENANDOAH IOWA EDUCATION FOUNDATION (EIN 813396194) - 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

2016

Legal Domicile

Principal Officer

AMY MILLER

Phone

7122463581

Tax Period

2024-07-01 to 2025-06-30

SHENANDOAH IOWA EDUCATION FOUNDATION, founded in 2016, is a small nonprofit in the Education sector that reported $229K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $870K represent 46 months of operating reserves.

Mission

SUPPORT EDUCATIONAL OPPORTUNITIES OF STUDENTS AND FACULTY OF THE SHENANDOAH COMMUNITY 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 (2024)

Revenue Breakdown

Contributions & Grants $184,427

Program Service Revenue $0

Investment Income $44,100

Other Revenue $0

TOTAL REVENUE $228,527

Expense Breakdown

Grants Paid $211,565

Salaries & Benefits $8,398

Fundraising Expenses $29,751

Program Expenses $211,565

Other Expenses $28,014

TOTAL EXPENSES $247,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,527	$258,929	-0.1%
Expenses	$247,977	$149,313	+0.7%
Net Income	$-19,450	$109,616	-1.2%

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

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
CORBY FICHTER	PRESIDENT	N/A	Officer Director	$0	$0	$0
NICK BOSLEY	DIRECTOR	N/A	Director	$0	$0	$0
AMANDA BRANSON	VICE-PRESIDE	N/A	Director	$0	$0	$0
JENNI HANSEN	DIRECTOR	N/A	Director	$0	$0	$0
LANCE CORNELIUS	DIRECTOR	N/A	Director	$0	$0	$0
DUANE REXTROTH	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER WEISS	DIRECTOR	N/A	Director	$0	$0	$0
AMY MILLER	TREASURER	N/A	Officer Director	$0	$0	$0
PAULA BROWNLEE	DIRECTOR	N/A	Director	$0	$0	$0
JULIE OHARA	DIRECTOR	N/A	Director	$0	$0	$0
CRAIG LUNDGREN	DIRECTOR	N/A	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
2025	$228,527	$247,977	$870,369	$-19,450
2024	$258,929	$149,313	$889,750	$109,616
2023	$284,156	$127,136	$778,043	$157,020
2022	$219,761	$132,784	$620,881	$86,977
2021	$173,887	$70,204	$533,892	$103,683
2020	$373,487	$17,501	$427,757	$355,986

SHENANDOAH IOWA EDUCATION FOUNDATION