STAMFORD PUBLIC EDUCATION FOUNDATION INC (EIN 061462359) - 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

1996

Legal Domicile

Principal Officer

MAGDALENA LOUCKS

Phone

2039657733

Tax Period

2024-07-01 to 2025-06-30

STAMFORD PUBLIC EDUCATION FOUNDATION INC, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 20% operating deficit.

Mission

FOUNDED IN 1996, THE MISSION OF THE STAMFORD PUBLIC EDUCATION FOUNDATION (SPEF) IS TO ELEVATE STUDENT SUCCESS BY DELIVERING EDUCATIONAL PROGRAMS AND SOLUTIONS THAT PROMOTE EQUITABLE ACCESS TO QUALITY PUBLIC EDUCATION IN STAMFORD.

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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 $1,095,860

Program Service Revenue $31,219

Investment Income $-41

Other Revenue $-49,838

TOTAL REVENUE $1,077,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $898,154

Fundraising Expenses $110,215

Program Expenses $856,508

Other Expenses $397,148

TOTAL EXPENSES $1,295,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,077,200	$1,413,953	-0.2%
Expenses	$1,295,302	$1,367,731	-0.1%
Net Income	$-218,102	$46,222	-5.7%

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

$115,336

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGDALENA LOUCKS	CEO	40.00	Officer	$115,336	$0	$115,336
IRENE ONDIEKI THRU FEB 2025	BOARD OF DIR	1.00	Director	$0	$0	$0
JOHN MARTIN THRU MARCH 2025	BOARD OF DIR	1.00	Director	$0	$0	$0
BRYAN BISHOP	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN BRIGGS-BLOSS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA ARONICA BUCK	BOARD OF DIR	1.00	Director	$0	$0	$0
PEGGY ERLENKOTTER	BOARD OF DIR	1.00	Director	$0	$0	$0
JULIENNE FOY	BOARD OF DIR	1.00	Director	$0	$0	$0
CHRISTOPHER GEOTES	BOARD OF DIR	1.00	Director	$0	$0	$0
ROWLAND HANLEY	BOARD OF DIR	1.00	Director	$0	$0	$0
ARUNA HOBBS	BOARD OF DIR	1.00	Director	$0	$0	$0
MICHEAL JEAN	BOARD OF DIR	1.00	Director	$0	$0	$0
SEBASTIAN KULESZA	BOARD OF DIR	1.00	Director	$0	$0	$0
NERUR KUMAR	BOARD OF DIR	1.00	Director	$0	$0	$0
ESME LOMBARD	BOARD OF DIR	1.00	Director	$0	$0	$0
CINDY LOPEZ	BOARD OF DIR	1.00	Director	$0	$0	$0
ANN MANDARINO	BOARD OF DIR	1.00	Director	$0	$0	$0
KATHERINE MOLINA-POWELL	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDI O'KEEFE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JOE ZALE	BOARD OF DIR	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
2025	$1,077,200	$1,295,302	$226,562	$-218,102
2024	No data	No data	No data	No data
2023	$2,158,578	$2,302,748	$535,234	$-144,170
2022	$2,216,288	$2,456,501	$533,867	$-240,213
2021	$1,992,388	$1,667,392	$899,808	$324,996
2020	$1,377,563	$1,399,067	$564,290	$-21,504
2019	$1,280,065	$1,229,866	$393,509	$50,199

STAMFORD PUBLIC EDUCATION FOUNDATION INC