CANBY EDUCATIONAL 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

1997

Legal Domicile

Phone

5032639299

Tax Period

2023-07-01 to 2024-06-30

CANBY EDUCATIONAL FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $157K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 29% operating margin.

Mission

TO ENHANCE CULTURAL EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS OF THE CANBY SCHOOL DISTRICT

Program Service Accomplishments

Program 1

Expenses: $69,366

TO ENHANCE THE CULTURE EDUCATIONAL OPPORTUNITIES FOR THE STUDENTS OF THE CANBY SCHOOL DISTRICT THROUGH COMMUNITY ASSISTANCE

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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 $3,441

Program Service Revenue $0

Investment Income $116,625

Other Revenue $36,746

TOTAL REVENUE $156,812

Expense Breakdown

Grants Paid $69,366

Salaries & Benefits $28,315

Fundraising Expenses $0

Program Expenses $69,366

Other Expenses $14,030

TOTAL EXPENSES $111,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,812	$114,482	+0.4%
Expenses	$111,711	$86,209	+0.3%
Net Income	$45,101	$28,273	+0.6%

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

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
JENNIFER CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER SCHLOE	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRIE OLIVER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JEFF MARCUS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE GREER	SECRETARY	1.00	Director	$0	$0	$0
BROOKE TOMA	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY DUNLEVY	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER ZIMMER	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY GINGERICH	TREASURER	1.00	Officer Director	$0	$0	$0
GREG HENIGAN	BOARD MEMBER	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	No data	No data	No data	No data
2024	$156,812	$111,711	$1,085,087	$45,101
2023	$114,482	$86,209	$1,040,293	$28,273
2022	$-58,576	$73,028	$1,012,102	$-131,604
2021	$319,567	$55,387	$1,143,319	$264,180
2020	$154,788	$70,083	$879,006	$84,705
2019	$67,991	$48,670	$794,301	$19,321