North Clackamas Education Foundation (EIN 931114786) - 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

1992

Legal Domicile

Phone

5037542052

Tax Period

2024-07-01 to 2025-06-30

North Clackamas Education Foundation, founded in 1992, is a small nonprofit in the Education sector that reported $681K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $211K, a strong 31% operating margin.

Mission

Bridging the gap to ensure students are engaged and ready to learn.

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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 $515,156

Program Service Revenue $117,189

Investment Income $18,999

Other Revenue $29,968

TOTAL REVENUE $681,312

Expense Breakdown

Grants Paid $336,437

Salaries & Benefits $105,798

Fundraising Expenses $13,316

Program Expenses $355,102

Other Expenses $27,906

TOTAL EXPENSES $470,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$681,312	$379,676	+0.8%
Expenses	$470,141	$469,864	+0.0%
Net Income	$211,171	$-90,188	-3.3%

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

$72,973

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Rose	Executive Dir.	38.00	Officer	$72,973	$0	$72,973
Claire Hobson	Chairman	3.00	Officer Director	$0	$0	$0
Lois Costine	Vice President	3.00	Officer Director	$0	$0	$0
Jeanette DeCastro	Secretary	3.00	Officer Director	$0	$0	$0
Darren Driscoll	Treasurer	5.00	Officer Director	$0	$0	$0
Anna Bruce	Director	2.00	Director	$0	$0	$0
Kelly Coates	Director	2.00	Director	$0	$0	$0
Heather Dankenbring	Director	2.00	Director	$0	$0	$0
Judith Hyatt	Director	2.00	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	$681,312	$470,141	$895,926	$211,171
2024	No data	No data	No data	No data
2023	$391,245	$374,629	$718,811	$16,616
2022	$358,933	$329,246	$717,081	$29,687
2021	$532,735	$415,908	$672,699	$116,827
2020	$345,734	$368,913	$532,747	$-23,179
2019	$345,730	$363,788	$524,002	$-18,058
2018	$335,779	$328,038	$537,060	$7,741

North Clackamas Education Foundation