THE ORCAS ISLAND EDUCATION FOUNDAT… - 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

1985

Legal Domicile

Principal Officer

JANET BROWNELL

Phone

3604721786

Tax Period

2024-07-01 to 2025-06-30

THE ORCAS ISLAND EDUCATION FOUNDATI ON, founded in 1985, is a small nonprofit that reported $214K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Net assets of $486K represent 27 months of operating reserves.

Mission

SUPPORT ORCAS ISLAND PUBLIC SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $204,753

PROGRAM ASSISTANCE FOR THE ORCAS ISLAND SCHOOLS FOR ITEMS AND PROGRAMS THAT ARE OTHERWISE NOT PROVIDED.

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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 $195,797

Program Service Revenue $0

Investment Income $16,652

Other Revenue $1,599

TOTAL REVENUE $214,048

Expense Breakdown

Grants Paid $198,212

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $204,753

Other Expenses $10,665

TOTAL EXPENSES $208,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,048	$175,104	+0.2%
Expenses	$208,877	$167,009	+0.3%
Net Income	$5,171	$8,095	-0.4%

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
JANET BROWNELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM FREEMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
PAUL T SHERIDAN	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN STOLTZ	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELLE REED	DIRECTOR	1.00	Director	$0	$0	$0
JANNA CARTER	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY PETITJEAN	DIRECTOR	1.00	Director	$0	$0	$0
TINA TORRI	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GUDGELL	DIRECTOR	1.00	Director	$0	$0	$0
ELENA BATTLES	DIRECTOR	1.00	Director	$0	$0	$0
BETTY CORBETT	DIRECTOR	1.00	Director	$0	$0	$0
INESE WESTCOTT	DIRECTOR	1.00	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	$214,048	$208,877	$485,905	$5,171
2024	$175,104	$167,009	$480,734	$8,095
2023	$271,311	$182,378	$473,604	$88,933
2022	$218,271	$570,985	$384,369	$-352,714
2021	$536,803	$81,310	$737,083	$455,493
2020	$146,713	$124,483	$281,590	$22,230
2019	$99,272	$121,098	$259,360	$-21,826
2018	$106,163	$192,721	$279,686	$-86,558

THE ORCAS ISLAND EDUCATION FOUNDATI ON