YAKIMA SCHOOLS FOUNDATION (EIN 911548926) - 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

1990

Legal Domicile

Principal Officer

Shawna Masters

Phone

5094570898

Tax Period

2023-09-01 to 2024-08-31

YAKIMA SCHOOLS FOUNDATION, founded in 1990, is a small nonprofit in the Education sector that reported $140K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $180K exceeded revenue, resulting in a 28% operating deficit.

Mission

To enhance educational programs offered within the Yakima School District No. 7 by raising money to fund immediate needs and by establishing and maintaining perpetual funding sources, as well as increasing community involvement in the Yakima Public Schools.

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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 $83,030

Program Service Revenue $0

Investment Income $24,233

Other Revenue $32,874

TOTAL REVENUE $140,137

Expense Breakdown

Grants Paid $75,453

Salaries & Benefits $76,021

Fundraising Expenses $49,156

Program Expenses $99,632

Other Expenses $28,377

TOTAL EXPENSES $179,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,137	$96,226	+0.5%
Expenses	$179,851	$113,129	+0.6%
Net Income	$-39,714	$-16,903	+1.3%

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

Volunteers

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

$50,233

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shawna Masters	Executive Dir.	40.00	Officer	$50,233	$0	$50,233
Samuel Johnson	President	2.00	Officer Director	$0	$0	$0
Ryan Anderson	Trustee	2.00	Officer Director	$0	$0	$0
Carol Pogorelc	Treasurer	2.00	Officer Director	$0	$0	$0
Monette Dennis	Secretary	2.00	Officer Director	$0	$0	$0
Rachel Allen	Trustee	1.00	Director	$0	$0	$0
Rich Austin	Trustee	1.00	Director	$0	$0	$0
Luanna Huang	Trustee	1.00	Director	$0	$0	$0
Sy Ruiz	Trustee	1.00	Director	$0	$0	$0
Peter Whitney	Trustee	1.00	Director	$0	$0	$0
Annaka Yockey	Trustee	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
2024	$140,137	$179,851	$969,022	$-39,714
2023	$96,226	$113,129	$904,047	$-16,903
2022	$107,524	$121,525	$884,649	$-14,001
2021	$203,436	$148,263	$1,033,656	$55,173
2020	$377,705	$334,249	$851,620	$43,456
2019	$145,236	$139,873	$766,675	$5,363
2018	$136,587	$86,340	$774,571	$50,247

YAKIMA SCHOOLS FOUNDATION