Everett Public Schools 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

1985

Legal Domicile

Phone

4253854694

Tax Period

2024-09-01 to 2025-08-31

Everett Public Schools Foundation, founded in 1985, is a small nonprofit in the Education sector that reported $970K in total revenue in fiscal year 2024. The organization ran a surplus of $246K, a strong 25% operating margin.

Mission

That all students in Everett Public Schools have the programs and resources they need for success and well-being.

Program Service Accomplishments

Program 1

Expenses: $419,183 Revenue: $46,757

Classroom grants; early learning programs; summer school support; High School & Beyond; library grants; Welcome Breakfast; support of unaccompanied youth; Family Resource Center support; Social...

Classroom grants; early learning programs; summer school support; High School & Beyond; library grants; Welcome Breakfast; support of unaccompanied youth; Family Resource Center support; Social Worker support; support of the arts; Stuff the Bus School Supply program, misc. program support.

Program 2

Expenses: $166,250 Revenue: $0

Scholarships and grants paid directly to an individuals.

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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 $680,632

Program Service Revenue $46,757

Investment Income $260,681

Other Revenue $-17,910

TOTAL REVENUE $970,160

Expense Breakdown

Grants Paid $423,186

Salaries & Benefits $193,670

Fundraising Expenses $37,332

Program Expenses $585,433

Other Expenses $107,752

TOTAL EXPENSES $724,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$970,160	$943,688	+0.0%
Expenses	$724,608	$652,849	+0.1%
Net Income	$245,552	$290,839	-0.2%

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

Employees

Volunteers

120

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

$88,110

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kay Fantin	Executive Director	32	Key Emp Highest	$87,360	$750	$88,110
Heather Morrow	President	2	Officer Director	$0	$0	$0
Gracie Geremia	1st Vice-President	2	Officer Director	$0	$0	$0
Kailani Rands	2nd Vice-President	2	Officer Director	$0	$0	$0
Karlee Munger	Secretary	2	Officer Director	$0	$0	$0
Jennifer Black	Treasurer	2	Officer Director	$0	$0	$0
Kristy Mothersbaugh	Immediate Past President	2	Officer Director	$0	$0	$0
Shelley Boten	District Board Liaison	2	Officer Director	$0	$0	$0
Anthony Anderson	Board Member	2	Director	$0	$0	$0
Jessica Gideon	Board Member	2	Director	$0	$0	$0
Jennifer Goodhart	Board Member	2	Director	$0	$0	$0
Erik Heinz	Board Member	2	Director	$0	$0	$0
Jared Kink	Board Member	2	Director	$0	$0	$0
Claudia McClain	Board Member	2	Director	$0	$0	$0
Elizabeth Pendzick	Board Member	2	Director	$0	$0	$0
Dillon Adams	Student Board Member	2	Director	$0	$0	$0
Holly Oakley	Board Member	2	Director	$0	$0	$0
Tyler Ream	Board Member	2	Director	$0	$0	$0
Vivienne Nguyen	Student Board Member	2	Director	$0	$0	$0
Rich White	Board Member	2	Director	$0	$0	$0
Mya Verduzco	Student Board Member	2	Director	$0	$0	$0
Charlotte Zissel	Board Member	2	Director	$0	$0	$0
Jennifer Gregerson	Board Member	2	Director	$0	$0	$0
Cesar Villareal	Student Board Member	2	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	$970,160	$724,608	$2,960,895	$245,552
2024	$943,688	$652,849	$2,724,654	$290,839
2023	$635,987	$641,514	$2,140,089	$-5,527
2022	$693,512	$560,399	$2,078,605	$133,113
2021	$806,964	$423,988	$2,316,083	$382,976
2020	$557,018	$458,712	$1,682,690	$98,306
2019	$576,156	$520,315	$1,451,875	$55,841
2018	$748,368	$561,912	$1,389,335	$186,456