THE SCHOOL FOUNDATION INC (EIN 931064935) - 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

1988

Legal Domicile

Principal Officer

JAMIE GOLDMAN

Phone

5413555660

Tax Period

2024-07-01 to 2025-06-30

THE SCHOOL FOUNDATION INC, founded in 1988, is a small nonprofit in the Employment sector that reported $749K in total revenue in fiscal year 2024. Expenses of $652K left a modest 13% surplus.

Mission

PREPARING OUR STUDENTS FOR SUCCESS AND THE FUTURE THROUGH EXCEPTIONAL EDUCATIONAL AND EXTRACURRICULAR OPPORTUNITIES.

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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 $704,675

Program Service Revenue $0

Investment Income $31,870

Other Revenue $12,410

TOTAL REVENUE $748,955

Expense Breakdown

Grants Paid $540,277

Salaries & Benefits $83,754

Fundraising Expenses $46,534

Program Expenses $552,840

Other Expenses $27,892

TOTAL EXPENSES $651,923

Year-over-Year Comparison

	2024	2023	Change
Revenue	$748,955	$726,832	+0.0%
Expenses	$651,923	$251,309	+1.6%
Net Income	$97,032	$475,523	-0.8%

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

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

$73,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE WESTERHOFF	EXECUTIVE DI	20.00	Officer	$36,500	$0	$36,500
JAMIE GOLDMAN	EXECUTIVE DI	20.00	Officer	$36,500	$0	$36,500
MICHELE EMERY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBI COLE	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
JESSICA CHERRY	SECRETARY	1.00	Officer Director	$0	$0	$0
BEN HAAG	TREASURER	1.00	Officer Director	$0	$0	$0
LISA MAY	ALLOCATIONS	1.00	Officer Director	$0	$0	$0
SARA ODENDAHL	MARKETING CH	1.00	Officer Director	$0	$0	$0
CHERI HELT	PERSEVERANCE	2.00	Officer Director	$0	$0	$0
NATALIE HUMMEL	DIRECTOR	0.25	Director	$0	$0	$0
BONNIE PEARCE	DIRECTOR	0.25	Director	$0	$0	$0
RICHARD NKANSAH	DIRECTOR	0.25	Director	$0	$0	$0
ANDY FRANK	DIRECTOR	0.25	Director	$0	$0	$0
MARY PAULSON	DIRECTOR	0.50	Director	$0	$0	$0
PAT KESGARD	DIRECTOR	0.25	Director	$0	$0	$0
JENN LYNCH	DIRECTOR	0.25	Director	$0	$0	$0
VANESSA TOBOLSKI	DIRECTOR	0.25	Director	$0	$0	$0
TODD BILLETER	DIRECTOR	0.25	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	$748,955	$651,923	$1,492,705	$97,032
2024	$726,832	$251,309	$1,340,167	$475,523
2023	$279,801	$200,246	$830,370	$79,555
2022	$149,030	$153,296	$730,134	$-4,266
2021	$131,286	$112,793	$767,533	$18,493
2020	$249,177	$188,004	$651,412	$61,173
2019	$278,426	$235,664	$594,611	$42,762
2018	$263,538	$262,494	$535,035	$1,044

THE SCHOOL FOUNDATION INC