USD 232 EDUCATION FOUNDATION (EIN 832320141) - 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

LIZ ANNE MCELHANEY

Phone

9136676200

Tax Period

2024-07-01 to 2025-06-30

USD 232 EDUCATION FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $186K left a modest 8% surplus.

Mission

TO ENHANCE EDUCATIONAL EXCELLENT BY CONNECTING COMMUNITY RESOURCES THROUGH COLLABORATION, RECOGNITION, AND INNOVATIVE PARTNERSHIPS.

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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 $196,686

Program Service Revenue $0

Investment Income $5,312

Other Revenue $348

TOTAL REVENUE $202,346

Expense Breakdown

Grants Paid $152,273

Salaries & Benefits $0

Fundraising Expenses $4

Program Expenses $152,273

Other Expenses $33,558

TOTAL EXPENSES $185,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,346	$154,964	+0.3%
Expenses	$185,831	$114,945	+0.6%
Net Income	$16,515	$40,019	-0.6%

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

N/A

Independent Members

N/A

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
STEPHANIE MAKALOUS	DISTRICT REPRESENTATIVE	1.00	Director	$0	$0	$0
KRISTI COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN GUEST	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER TEMPLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN MOHN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK NEIL	BOARD MEMBER	1.00	Director	$0	$0	$0
NORM MESSNER	BOARD MEMBER	1.00	Director	$0	$0	$0
ERICA MINTON	TEACHERS REPRESENTATIVE	1.00	Director	$0	$0	$0
JOE KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
CASEY MCBRIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK AMES	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY NEIGHBORS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN JEFFRIES	EXECUTIVE DIRECTOR	40.00	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	$202,346	$185,831	$278,982	$16,515

USD 232 EDUCATION FOUNDATION