PALMYRA SCHOOL FOUNDATION INC (EIN 843622097) - 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

2019

Legal Domicile

Principal Officer

RODNEY HEIMER

Phone

5737692067

Tax Period

2025-01-01 to 2025-12-31

PALMYRA SCHOOL FOUNDATION INC, founded in 2019, is a small nonprofit in the Education sector that reported $774K in total revenue in fiscal year 2025. Revenue surged 1047% from the prior year, signaling strong growth momentum. The organization ran a surplus of $710K, a strong 92% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO GENERATE AND DISTRIBUTE RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING, AND ENHANCE OPPORTUNITIES FOR THE PALMYRA R-1 SCHOOL DISTRICT. THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.

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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 $740,631

Program Service Revenue $0

Investment Income $33,654

Other Revenue $0

TOTAL REVENUE $774,285

Expense Breakdown

Grants Paid $63,107

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,353

Other Expenses $1,246

TOTAL EXPENSES $64,353

Year-over-Year Comparison

	2025	2024	Change
Revenue	$774,285	$67,517	+10.5%
Expenses	$64,353	$51,806	+0.2%
Net Income	$709,932	$15,711	+44.2%

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

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
CHUCK KELLER	Director	0.00	Director	$0	$0	$0
TAV BROWN	President	0.25	Officer Director	$0	$0	$0
SUSAN GARD	Secretary	0.25	Officer Director	$0	$0	$0
RODNEY HEIMER	Treasurer	0.25	Officer Director	$0	$0	$0
ALYSSA HUMMEL	Director	0.00	Director	$0	$0	$0
CHAD ENGLEHARDT	Director	0.00	Director	$0	$0	$0
JENNIFER LEFTWICH	Director	0.00	Director	$0	$0	$0
DAVID LEWIS	Vice President	0.25	Officer Director	$0	$0	$0
ADRIENNE LYNN	Director	0.00	Director	$0	$0	$0
LORI MARQUART	Director	0.00	Director	$0	$0	$0
CLINTON STEWART	Director	0.00	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
2025	$774,285	$64,353	$1,496,781	$709,932
2024	$67,517	$51,806	$786,849	$15,711
2023	$31,144	$37,245	$771,138	$-6,101

PALMYRA SCHOOL FOUNDATION INC