KENDRICK JULIAETTA & 7 RIDGES EDUCATION FOUNDATION INC (EIN 900961432) - 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

2013

Legal Domicile

Phone

2082894231

Tax Period

2024-07-01 to 2025-06-30

KENDRICK JULIAETTA & 7 RIDGES EDUCATION FOUNDATION INC, founded in 2013, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 979% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 93% operating margin.

Mission

THE SPECIFIC PURPOSE OF THE FOUNDATION IS TO ENGAGE ALUMNI, LOCAL BUSINESSES AND COMMUNITY ORGANIZATIONS OF THE KENDRICK, JULIAETTA AND SURROUNDING SEVEN RIDGES AREA IN PROMOTING IMPROVEMENT OF SCHOOL FACILITIES, EXPANSION OF SUCCESSFUL PROGRAMS, AND DEVELOPMENT OF NEW INITIATIVES, AS WELL AS FUNDING STUDENT SCHOLARSHIPS.

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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 $1,163,553

Program Service Revenue $0

Investment Income $60,890

Other Revenue $0

TOTAL REVENUE $1,224,443

Expense Breakdown

Grants Paid $73,195

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,195

Other Expenses $10,545

TOTAL EXPENSES $83,740

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,224,443	$113,443	+9.8%
Expenses	$83,740	$65,177	+0.3%
Net Income	$1,140,703	$48,266	+22.6%

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

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
BECKY LOOMIS	Chairman	2.00	Officer	$0	$0	$0
DIRK HAMMOND	Treasurer	2.00	Officer	$0	$0	$0
AMBER WITT	President	2.00	Officer	$0	$0	$0
TAWNYA DENNY	Vice President	2.00	Officer	$0	$0	$0
SHER BROWN	Secretary	5.00	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	$1,224,443	$83,740	$2,627,711	$1,140,703
2024	$113,443	$65,177	$1,287,008	$48,266
2023	$121,008	$40,155	$1,137,013	$80,853
2022	$192,008	$24,404	$1,061,820	$167,604
2021	$101,562	$39,488	$1,034,206	$62,074
2019	$85,416	$28,933	$718,168	$56,483

KENDRICK JULIAETTA & 7 RIDGES EDUCATION FOUNDATION INC