CALDWELL EDUCATION AND LEADERSHIP FOUNDATION (EIN 823599655) - 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

REBECCA GARDNER

Phone

5127093815

Tax Period

2024-01-01 to 2024-12-31

CALDWELL EDUCATION AND LEADERSHIP FOUNDATION, founded in 2018, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. The organization ran a surplus of $1.8M, a strong 97% operating margin.

Mission

THE MISSION FO THE CALDWELL EDUCATION AND LEADERSHIP FOUNDATION IS TO ENHANCE THE EDUCATIONAL EXPERIENCE OF ALL CALDWELL INDEPENDENT SCHOOL DISTRICT STUDENTS BY PROVIDING FINANCIAL SUPPORT THROUGH EDUCATIONAL GRANTS TO SUPPLEMENT DISTRICT-WIDE PROGRAMS AND ACTIVITIES

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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 $1,817,140

Program Service Revenue $0

Investment Income $49,831

Other Revenue $25,391

TOTAL REVENUE $1,892,362

Expense Breakdown

Grants Paid $48,820

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,874

Other Expenses $6,054

TOTAL EXPENSES $54,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,892,362	N/A	N/A
Expenses	$54,874	N/A	N/A
Net Income	$1,837,488	N/A	N/A

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

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
KRISTA ZWERNEMANN	PRESIDENT	4.00	Officer	$0	$0	$0
KRISTI SPLAWN	VICE-PRES	1.00	Officer	$0	$0	$0
JILL BECKA	SECRETARY	2.00	Officer	$0	$0	$0
REBECCA GARNDER	TREASURER	3.00	Officer	$0	$0	$0
KRISTA SPLAWN	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
2024	$1,892,362	$54,874	$2,162,842	$1,837,488
2018	$278,744	$35,533	$243,211	$243,211

CALDWELL EDUCATION AND LEADERSHIP FOUNDATION