Education Foundation For Joint School District #2 Inc (EIN 820421800) - 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

1989

Legal Domicile

Principal Officer

Jamie Burton

Phone

2083505039

Tax Period

2024-07-01 to 2025-06-30

Education Foundation For Joint School District #2 Inc, founded in 1989, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.8M exceeded revenue, resulting in a 34% operating deficit.

Mission

Grants to educators and schools.

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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 $1,364,040

Program Service Revenue $0

Investment Income $4,077

Other Revenue $-5,800

TOTAL REVENUE $1,362,317

Expense Breakdown

Grants Paid $1,806,659

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,806,659

Other Expenses $22,689

TOTAL EXPENSES $1,829,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,362,317	$1,384,335	0.0%
Expenses	$1,829,348	$2,217,598	-0.2%
Net Income	$-467,031	$-833,263	-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

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

$33,084

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Westfall	Board President (As of Feb '25)	1.00	Officer Director	$0	$0	$0
Parker Harger	Vice President (As of June '25)	1.00	Officer Director	$0	$0	$0
Patricia Vandenberg	Secretary (As of June '25)	1.00	Officer Director	$0	$0	$0
Jace Perry	Treasurer (As of June '25)	1.00	Officer Director	$0	$0	$0
Katie Scott	Treasurer (Until Jul '24)	1.00	Officer Director	$0	$0	$0
Meg Anderson	Director	0.60	Director	$0	$0	$0
Lucas Baclyon	Director (Until Oct '24)	0.60	Director	$0	$0	$0
Trevor Chadwick	Director	0.60	Director	$0	$0	$0
Ryan Cleverly	Director	0.60	Director	$0	$0	$0
Jon Wardle	Director (As of Sept '24)	0.60	Director	$0	$0	$0
Cara Hinkson	Director	0.60	Director	$0	$0	$0
Travis Hawkes	Director (As of Sept '24)	0.60	Director	$0	$0	$0
Marc Smith	Director (Until Jul '24)	0.60	Director	$0	$0	$0
Lance Heindel	Director (As of Jun '25)	0.60	Director	$0	$0	$0
Chelse Didriksen	Director (As of Oct '24)	0.60	Director	$0	$0	$0
Jennifer Fletcher	Director (Until Jul '24)	0.60	Director	$0	$0	$0
Jamie Burton	Executive Director (As of Sept '24)	40.00	Officer	$25,140	$7,944	$33,084

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	$1,362,317	$1,829,348	$2,089,107	$-467,031
2024	$1,384,335	$2,217,598	$2,496,232	$-833,263
2023	$1,677,362	$1,305,692	$3,383,362	$371,670
2022	$1,377,847	$454,832	$3,761,875	$923,015
2021	$1,499,562	$642,483	$2,506,760	$857,079
2020	$981,476	$858,930	$1,663,860	$122,546
2019	$1,290,641	$568,618	$1,413,356	$722,023
2018	$710,370	$550,672	$735,446	$159,698

Education Foundation For Joint School District #2 Inc