BALLARD HIGH SCHOOL FOUNDATION (EIN 911811275) - 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

1997

Legal Domicile

Principal Officer

RICHARD LEE

Phone

2063915555

Tax Period

2024-07-01 to 2025-06-30

BALLARD HIGH SCHOOL FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $720K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 63% operating deficit.

Mission

TO PROVIDE FUNDING FOR PROGRAMS AND PROJECTS ON BEHALF OF THE BALLARD HIGH SCHOOL FACILITY, THE STUDENTS AND THE FACULTY.

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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 $683,098

Program Service Revenue $0

Investment Income $37,397

Other Revenue $0

TOTAL REVENUE $720,495

Expense Breakdown

Grants Paid $947,270

Salaries & Benefits $111,000

Fundraising Expenses $153,187

Program Expenses $957,976

Other Expenses $117,013

TOTAL EXPENSES $1,175,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$720,495	$786,942	-0.1%
Expenses	$1,175,283	$735,027	+0.6%
Net Income	$-454,788	$51,915	-9.8%

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

100

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

$107,380

Total Directors

$107,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD J LEE	EXECUTIVE DIRECTOR	40.00	Officer Director	$107,380	$0	$107,380
PHIL BROCKMAN	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
RYAN CARLISLE	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
PAUL PLUMIS	CO- VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
GRETCHEN STROH SCHEUMANN	CO-VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIANNE BAKER	SECRETARY	3.00	Officer Director	$0	$0	$0
JOHN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CYNDY CLEGG	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH DAVISON	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW KANGAS	DIRECTOR	1.00	Director	$0	$0	$0
BECKY MARION	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY VERDUIN	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE MURPHY MOFFETT	DIRECTOR	1.00	Director	$0	$0	$0
BETH SYLVES	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS WITECK	DIRECTOR	1.00	Director	$0	$0	$0
FRANK AIREY	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	$720,495	$1,175,283	$1,891,957	$-454,788
2024	$786,942	$735,027	$1,923,631	$51,915
2023	$530,506	$358,395	$1,578,308	$172,111
2022	$466,236	$433,634	$1,471,074	$32,602
2021	$466,666	$681,880	$1,462,829	$-215,214
2020	$403,561	$255,103	$937,062	$148,458
2019	$237,044	$258,710	$799,530	$-21,666

BALLARD HIGH SCHOOL FOUNDATION