UNION PUBLIC SCHOOLS YELLOWJACKET … - Form 990 Financial Data

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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

Roger Whitlock

Phone

6014799731

Tax Period

2023-01-01 to 2023-12-31

UNION PUBLIC SCHOOLS YELLOWJACKET NATION FOUNDATION, founded in 2018, is a micro nonprofit in the Education sector that reported $35K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 29% operating margin.

Mission

The foundation serves as a support system for The Ubnion Separate School System. We use revenue from membership fees, donations, and possible grants. We purchase needs that the school cannot purchase under state regulations.

Program Service Accomplishments

Program 1

Expenses: $24,120

School purchases and other support for Union School District. As an example, this year bricks were purchases to enhance school entrance.

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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 $35,066

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $35,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $575

Program Expenses $24,120

Other Expenses $24,927

TOTAL EXPENSES $24,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,066	$340,449	-0.9%
Expenses	$24,927	$344,028	-0.9%
Net Income	$10,139	$-3,579	-3.8%

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
Roger Whitlock	President	0.00	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
2024	No data	No data	No data	No data
2023	$35,066	$24,927	$49,696	$10,139
2022	$340,449	$344,028	$40,563	$-3,579

UNION PUBLIC SCHOOLS YELLOWJACKET NATION FOUNDATION