LAURIE SCHOENDORFER ENDOWMENT FOR EDUCATION (EIN 823807198) - 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

2017

Legal Domicile

Principal Officer

JIM KOZEL

Phone

7148666944

Tax Period

2025-01-01 to 2025-12-31

LAURIE SCHOENDORFER ENDOWMENT FOR EDUCATION, founded in 2017, is a micro nonprofit in the Education sector that reported $72K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $61K left a modest 14% surplus.

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS TO DISABLED WHEELCHAIR-BOUND STUDENTS.

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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 $52,237

Program Service Revenue $0

Investment Income $19,498

Other Revenue $0

TOTAL REVENUE $71,735

Expense Breakdown

Grants Paid $49,940

Salaries & Benefits $0

Fundraising Expenses $1,585

Program Expenses $49,940

Other Expenses $11,511

TOTAL EXPENSES $61,451

Year-over-Year Comparison

	2025	2024	Change
Revenue	$71,735	$58,510	+0.2%
Expenses	$61,451	$58,061	+0.1%
Net Income	$10,284	$449	+21.9%

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
DONALD SCHOENDORFER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES KOZEL	TREASURER	3.00	Officer Director	$0	$0	$0
MERYL RESNICK	SECRETARY	2.00	Officer 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	$71,735	$61,451	$265,268	$10,284
2024	No data	No data	No data	No data
2023	$49,507	$69,654	$254,535	$-20,147
2022	$33,658	$24,934	$274,682	$8,724
2021	$68,500	$18,849	$266,672	$49,651
2020	$53,219	$13,009	$229,142	$40,210
2019	$43,123	$8,785	$188,932	$34,338
2018	$153,922	No data	$153,922	No data

LAURIE SCHOENDORFER ENDOWMENT FOR EDUCATION