EDUCATION FOUNDATION OF NEW BERLIN (EIN 814467434) - 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

2018

Legal Domicile

Principal Officer

JULIE CORDERO

Phone

2627896245

Tax Period

2025-01-01 to 2025-12-31

EDUCATION FOUNDATION OF NEW BERLIN, founded in 2018, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2025. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 25% operating margin.

Mission

TO SUPPORT AND STRENGTHEN EXCELLENCE IN EDUCATION, ATHLETICS AND EXTRA-CURRICULARS THROUGHOUT THE 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 (2025)

Revenue Breakdown

Contributions & Grants $137,348

Program Service Revenue $56,350

Investment Income $2,918

Other Revenue $14,426

TOTAL REVENUE $211,042

Expense Breakdown

Grants Paid $131,065

Salaries & Benefits $0

Fundraising Expenses $3,511

Program Expenses $131,065

Other Expenses $27,747

TOTAL EXPENSES $158,812

Year-over-Year Comparison

	2025	2024	Change
Revenue	$211,042	$697,645	-0.7%
Expenses	$158,812	$604,413	-0.7%
Net Income	$52,230	$93,232	-0.4%

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

150

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

$93,906

Total Directors

$93,906

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE CORDERO	DIRECTOR	36.00	Officer Director	$0	$17,625	$93,906
GUY COUILLARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHUCK STADLER	TREASURER	1.00	Officer Director	$0	$0	$0
JAIME VEAL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BRENTON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LAFONTAIN	DIRECTOR	1.00	Director	$0	$0	$0
MATT NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOE LEHMANN	DIRECTOR	1.00	Director	$0	$0	$0
THERESA SEBESTYEN	DIRECTOR	1.00	Director	$0	$0	$0
CODY SMITH	DIRECTOR	1.00	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	$211,042	$158,812	$308,109	$52,230
2024	$697,645	$604,413	$241,238	$93,232
2023	$273,535	$224,831	$203,987	$48,704
2022	$208,091	$152,897	$140,957	$55,194
2019	$255,935	$126,387	$143,732	$129,548

EDUCATION FOUNDATION OF NEW BERLIN