IRON HORSE MIDDLE SCHOOL EDUCATION FUND (EIN 911780917) - 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

1996

Legal Domicile

Principal Officer

Marta Wicke

Phone

9258242820

Tax Period

2023-07-01 to 2024-06-30

IRON HORSE MIDDLE SCHOOL EDUCATION FUND, founded in 1996, is a small nonprofit that reported $358K in total revenue in fiscal year 2023.

Mission

IHMSEF IS A NON-PROFIT ORGANIZATION DEDICATED TO RAISING FUNDS AND DETERMINING THE MOST EFFECTIVE USE OF THOSE FUNDS TO HELP MAINTAIN AND ENHANCE THE QUALITY OF EDUCATION AT IRON HORSE MIDDLE SCHOOL. THIS IS ACCOMPLISHED THROUGH THE COLLABORATION OF PARENTS, EDUCATORS, THE SCHOOL'S SITE COUNCIL, THE SCHOOL'S PTA, AND THE COMMUNITY.

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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 $357,721

Program Service Revenue $0

Investment Income $80

Other Revenue $0

TOTAL REVENUE $357,801

Expense Breakdown

Grants Paid $374,671

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $374,671

Other Expenses $3,937

TOTAL EXPENSES $378,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$357,801	$353,724	+0.0%
Expenses	$378,608	$383,258	0.0%
Net Income	$-20,807	$-29,534	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marta Wicke	President	2.00	Officer Director	$0	$0	$0
Vivek Devarajan	Treasurer	2.00	Officer Director	$0	$0	$0
Lanelle Bold	Secretary	1.00	Officer Director	$0	$0	$0
Rachel Westmoreland	Treasurer	2.00	Officer Director	$0	$0	$0
Adam Crawford	FINCL SECRETARY	1.00	Officer Director	$0	$0	$0
LAUREN MAGGARD	FINCL SECRETARY	1.00	Officer Director	$0	$0	$0
MARISSA NORRIS	PRINCIPAL	2.00	Officer Director	$0	$0	$0
KYLE SPRICKMAN	TEACHER REP	1.00	Director	$0	$0	$0
Cynthia Continillo	Auditor	1.00	Officer 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	No data	No data	No data	No data
2024	$357,801	$378,608	$120,213	$-20,807
2023	$353,724	$383,258	$141,034	$-29,534
2022	$205,190	$164,089	$170,583	$41,101
2020	$204,748	$194,226	$68,433	$10,522

IRON HORSE MIDDLE SCHOOL EDUCATION FUND