CLIMAX-SCOTTS COMMUNITY SCHOOLS FOUNDATION (EIN 933775147) - 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

2023

Legal Domicile

Principal Officer

RYAN WURTZEL

Phone

2696268969

Tax Period

2023-01-01 to 2023-12-31

CLIMAX-SCOTTS COMMUNITY SCHOOLS FOUNDATION, founded in 2023, is a small nonprofit in the Education sector that reported $150K in total revenue in fiscal year 2023.

Mission

THE CORPORATION WILL SUPPORT THE STUDENTS AND STAFF OF THE CLIMAX-SCOTTS COMMUNITY SCHOOLS AT-LARGE, AWARDING ANNUAL OR SEMI-ANNUAL SCHOLARSHIPS AND GRANTS. FURTHER, THE CORPORATION SEEKS TO PROVIDE EDUCATIONAL AND VACATIONAL SEMINARS FOR THE CLIMAX-SCOTTS STUDENT BODY.

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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 $150,100

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $150,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,100	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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
LORI BAGWELL	DIRECTOR	1.00	Director	$0	$0	$0
MATT BIRKAM	SECRETARY	1.00	Officer Director	$0	$0	$0
CHAD COLLVER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LANGS	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL SATTLER	TREASURER	1.00	Officer Director	$0	$0	$0
JOHANNA VOSBURG	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE WURTZEL	DIRECTOR	1.00	Director	$0	$0	$0
RYAN WURTZEL	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
STEVE WURTZEL	CHAIRMAN	2.00	Officer 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	No data	No data	No data	No data
2023	$150,100	No data	$150,100	No data

CLIMAX-SCOTTS COMMUNITY SCHOOLS FOUNDATION