NORTH FREMONT EDUCATION FOUNDATION (EIN 820445261) - 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

1992

Legal Domicile

Principal Officer

TOMI LENZ

Phone

2087090483

Tax Period

2023-07-01 to 2024-06-30

NORTH FREMONT EDUCATION FOUNDATION, founded in 1992, is a small nonprofit that reported $210K in total revenue in fiscal year 2023. The organization ran a surplus of $67K, a strong 32% operating margin.

Mission

PROVIDE SUPPORT FOR NORTH FREMONT SCHOOLS, ITS FACULTY AND STUDENTS, AND PROMOTE, SPONSOR AND CARRY OUT EDUCATION OBJECTIVES WITH NORTH FREMONT SCHOOLS. 485 STUDENTS BENEFITED.

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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 $185,817

Program Service Revenue $0

Investment Income $24,090

Other Revenue $0

TOTAL REVENUE $209,907

Expense Breakdown

Grants Paid $139,545

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,545

Other Expenses $2,998

TOTAL EXPENSES $142,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,907	$197,944	+0.1%
Expenses	$142,543	$133,848	+0.1%
Net Income	$67,364	$64,096	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF DUFAULT	VICE PRESIDE	2.00	Officer	$0	$0	$0
KRISTEN LENZ	PRESIDENT	2.00	Officer	$0	$0	$0
TOMI LENZ	TREASURER	2.00	Officer	$0	$0	$0
HOLLY SHULDBERG	SECRETARY	2.00	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	$209,907	$142,543	$801,333	$67,364
2023	$197,944	$133,848	$733,969	$64,096
2022	$330,369	$119,612	$669,873	$210,757
2021	$180,243	$127,373	$459,116	$52,870
2020	$169,338	$132,679	$406,246	$36,659

NORTH FREMONT EDUCATION FOUNDATION