MCMINNVILLE SCHOOL DISTRICT 40 EDUCATION FOUNDATION (EIN 931242941) - 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

1998

Legal Domicile

Principal Officer

JEN DAVIES

Phone

5035654000

Tax Period

2024-01-01 to 2024-12-31

MCMINNVILLE SCHOOL DISTRICT 40 EDUCATION FOUNDATION, founded in 1998, is a small nonprofit in the Education sector that reported $167K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $49K, a strong 29% operating margin.

Mission

Our mission is to expand the range of educational opportunities available to students in the District and to encourage excellence, innovation, and creativity in our educational system.

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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 $82,063

Program Service Revenue $8,000

Investment Income $42,294

Other Revenue $34,697

TOTAL REVENUE $167,054

Expense Breakdown

Grants Paid $24,345

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,179

Other Expenses $93,967

TOTAL EXPENSES $118,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,054	$147,000	+0.1%
Expenses	$118,312	$158,915	-0.3%
Net Income	$48,742	$-11,915	-5.1%

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

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
BRIAN BIXLER	Director	1.00	Director	$0	$0	$0
JOEL KIFF	Director	1.00	Director	$0	$0	$0
ERICH BERG	Director	1.00	Director	$0	$0	$0
SUSANNE HOWARD	SECRETARY	1.00	Officer Director	$0	$0	$0
KELLEY KENNEDY	Director	1.00	Director	$0	$0	$0
KATHY KOLLASCH	DIRECTOR	1.00	Director	$0	$0	$0
JANIS BRAICH	Director	1.00	Director	$0	$0	$0
CASEY MANFRIN	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN CABE	Treasurer	3.00	Officer Director	$0	$0	$0
AMBER ZIRKEL	Director	2.00	Director	$0	$0	$0
COLLIN GYENES	Music President	1.00	Officer Director	$0	$0	$0
CAROL MCCULLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATE PASSO	Director	1.00	Director	$0	$0	$0
MARGIE VIALL	Director	2.00	Director	$0	$0	$0
MARIE WHERRY	Director	1.00	Director	$0	$0	$0
JEN DAVIES	President	2.00	Officer Director	$0	$0	$0
BRIAN BAILEY	Music Treasurer	1.00	Officer Director	$0	$0	$0
BRIANA HEADY	Music Secretary	1.00	Officer Director	$0	$0	$0
LORI MCGREAL	Director	1.00	Director	$0	$0	$0
SUSANNE SAYLES	Director	1.00	Director	$0	$0	$0
NANCY VASQUEZ	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
2024	$167,054	$118,312	$744,174	$48,742
2023	$147,000	$158,915	$669,887	$-11,915
2022	$99,911	$84,532	$623,061	$15,379
2021	$86,408	$74,826	$745,463	$11,582
2020	$77,211	$88,761	$732,823	$-11,550
2019	$122,998	$100,194	$674,580	$22,804
2018	$160,981	$172,467	$602,650	$-11,486

MCMINNVILLE SCHOOL DISTRICT 40 EDUCATION FOUNDATION