KNAPPA SCHOOLS FOUNDATION (EIN 931229674) - 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

ANITA NICHOLS

Phone

5037410290

Tax Period

2023-01-01 to 2023-12-31

KNAPPA SCHOOLS FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $548K in total revenue in fiscal year 2023. Revenue surged 299% from the prior year, signaling strong growth momentum. The organization ran a surplus of $387K, a strong 71% operating margin.

Mission

PROVIDES SCHOLARSHIPS AND GRANTS

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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 $66,464

Program Service Revenue $0

Investment Income $464,153

Other Revenue $17,184

TOTAL REVENUE $547,801

Expense Breakdown

Grants Paid $106,897

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,897

Other Expenses $54,172

TOTAL EXPENSES $161,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$547,801	$137,318	+3.0%
Expenses	$161,069	$115,282	+0.4%
Net Income	$386,732	$22,036	+16.6%

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

N/A

Volunteers

N/A

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
JULIE DENNY	BOARD	1.00	Director	$0	$0	$0
BEN PALENSKE	BOARD	1.00	Director	$0	$0	$0
TONYA LEMPEA	PRESIDENT-3	1.00	Director	$0	$0	$0
KRISTINA WEICHAL	BOARD	1.00	Director	$0	$0	$0
ANITA NICHOLS	PRESIDENT-2	1.00	Officer	$0	$0	$0
SARA TANNER	PRESIDENT-1	1.00	Officer	$0	$0	$0
BRIAN MONTGOMERY	TREASURER-1	1.00	Officer	$0	$0	$0
TEREASA TAYLOR	SECRETARY-1	2.00	Officer	$0	$0	$0
TONYA DICK	SECRETARY-3	0.00	Officer	$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
2024	No data	No data	No data	No data
2023	$547,801	$161,069	$1,904,063	$386,732
2022	$137,318	$115,282	$1,438,416	$22,036
2021	$148,102	$111,313	$1,406,039	$36,789
2020	$127,075	$149,811	$1,360,750	$-22,736
2019	$170,222	$91,669	$1,354,428	$78,553
2018	$186,727	$71,944	$1,266,346	$114,783

KNAPPA SCHOOLS FOUNDATION