THOMPSON R2-J EDUCATION FOUNDATION

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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

1989

Legal Domicile

Principal Officer

KIM AKELEY-CHARRON

Phone

9706135074

Tax Period

2023-07-01 to 2024-06-30

THOMPSON R2-J EDUCATION FOUNDATION, founded in 1989, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $869K left a modest 15% surplus.

Mission

EXCEPTIONAL EDUCATIONAL EXPERIENCES FOR STUDENTS AND EDUCATORS IN THE THOMPSON SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $23,489 Revenue: $429

COMMUNITY FOUNDATION PARTNERSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE COMMUNITY FOUNDATION OF NORTHERN COLORADO FOR VARIOUS SCHOLARSHIPS FOR GRADUATING SENIORS...

COMMUNITY FOUNDATION PARTNERSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE COMMUNITY FOUNDATION OF NORTHERN COLORADO FOR VARIOUS SCHOLARSHIPS FOR GRADUATING SENIORS, INCLUDING THE DOYLE AND LUVESTA FRANCES JONES SCHOLARSHIP, THE FORD SCHOLARSHIP, THE JABAILY COMMUNITY SERVICE SCHOLARSHIP, THE SETHRE SCHOLARSHIP, AND THE MCKEE FERGUSON SCHOLARSHIP, BENEFITING 40 STUDENTS. THE FUND ALSO RECIEVES AND DISBURSES MONEY FOR THE WINDOWS ON THE WORLD (WOW) TRAVEL GRANT FOR STAFF.

Program 2

Expenses: $108,785 Revenue: $1,986

BERTHOUD SCHOOLS FUND - FUNDS ARE RAISED THROUGH THE ANNUAL BERTHOUD BASH EVENT TO PURCHASE NEEDED ITEMS TO IMPROVE EDUCATIONAL OPPORTUNITIES FOR THE SCHOOLS AND EARLY CHILDHOOD CENTERS IN BERTHOUD...

Program 3

Expenses: $25,785 Revenue: $471

LOVELAND ROTARY SCHOLARSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE LOVELAND ROTARY CLUB FOR BOTH ACADEMIC AND VOCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS...

LOVELAND ROTARY SCHOLARSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE LOVELAND ROTARY CLUB FOR BOTH ACADEMIC AND VOCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS, BENEFITING 30 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 (2023)

Revenue Breakdown

Contributions & Grants $1,039,557

Program Service Revenue $14,047

Investment Income $100,932

Other Revenue $-133,568

TOTAL REVENUE $1,020,968

Expense Breakdown

Grants Paid $403,104

Salaries & Benefits $0

Fundraising Expenses $6,472

Program Expenses $768,166

Other Expenses $466,006

TOTAL EXPENSES $869,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,020,968	$866,594	+0.2%
Expenses	$869,110	$752,113	+0.2%
Net Income	$151,858	$114,481	+0.3%

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

143

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

$126,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CELESTE SMITH	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRIAN CULLINS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT THIES	TREASURER	3.00	Officer Director	$0	$0	$0
LAUREN HAUG	SECRETARY	3.00	Officer Director	$0	$0	$0
PAUL BARON	DIRECTOR	3.00	Director	$0	$0	$0
STEPHANIE CHAPPLE	DIRECTOR	3.00	Director	$0	$0	$0
WILL DELMAR	DIRECTOR	3.00	Director	$0	$0	$0
CODY FULLMER	DIRECTOR	5.00	Director	$0	$0	$0
LORI HVIZDA WARD	DIRECTOR	3.00	Director	$0	$0	$0
JASON HATCH	DIRECTOR	3.00	Director	$0	$0	$0
RICK BOWLES	DIRECTOR	3.00	Director	$0	$0	$0
DANIELLE FEENEY	DIRECTOR	3.00	Director	$0	$0	$0
BRANDY GRIEVES	DIRECTOR	3.00	Director	$0	$0	$0
SARAH WALGAST	DIRECTOR	3.00	Director	$0	$0	$0
ERIC WEEDIN	DIRECTOR	3.00	Director	$0	$0	$0
KIM AKELEY-CHARRON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$38,136	$126,852

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	$1,020,968	$869,110	$1,792,869	$151,858
2023	$866,594	$752,113	$1,605,282	$114,481
2022	$823,305	$702,516	$1,537,311	$120,789
2021	$693,571	$669,720	$1,544,868	$23,851
2020	$586,258	$625,525	$1,386,387	$-39,267
2019	$718,675	$601,954	$1,404,653	$116,721
2018	$700,769	$695,839	$1,380,776	$4,930