EDUCATIONAL RECORDS BUREAU INC (EIN 131782470) - 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

1930

Legal Domicile

Principal Officer

THOMAS ROCHON

Phone

8009893721

Tax Period

2023-07-01 to 2024-06-30

EDUCATIONAL RECORDS BUREAU INC, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $21.9M in total revenue in fiscal year 2023. The organization ran a surplus of $3.4M, a strong 15% operating margin.

Mission

ERB'S PRIMARY PURPOSE IS TO DELIVER ASSESSMENTS, SCORE REPORTS, AND OUTCOMES ANALYSES THAT ENABLE SCHOOLS TO IDENTIFY APPLICANTS WHO ARE MOST LIKELY TO FLOURISH AS STUDENTS, TO MONITOR THE PROGRESS OF THOSE STUDENTS, AND TO EMPOWER THE CONTINUOUS PURSUIT OF EXCELLENCE IN EVERY ASPECT OF THEIR EDUCATIONAL PROGRAM.

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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 $0

Program Service Revenue $20,441,920

Investment Income $1,440,291

Other Revenue $0

TOTAL REVENUE $21,882,211

Expense Breakdown

Grants Paid $1,193,965

Salaries & Benefits $6,829,914

Fundraising Expenses $0

Program Expenses $15,932,575

Other Expenses $10,502,579

TOTAL EXPENSES $18,526,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,882,211	$21,340,615	+0.0%
Expenses	$18,526,458	$17,460,687	+0.1%
Net Income	$3,355,753	$3,879,928	-0.1%

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

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

$1,958,745

Total Directors

Key Employees

$621,036

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY FRANCES BISSELLE EDD	CHAIR	4.00	Officer Director	$0	$0	$0
SCOTT GRIGGS	TREASURER	2.00	Officer Director	$0	$0	$0
DREW GITOMER	TRUSTEE	2.00	Director	$0	$0	$0
KATHERINE DINH	TRUSTEE	2.00	Director	$0	$0	$0
AARON MIESZCZANSKI	TRUSTEE	2.00	Director	$0	$0	$0
VINCE WATCHORN	TRUSTEE	2.00	Director	$0	$0	$0
BRAD RATHGEBER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARY MENACHO	TRUSTEE	2.00	Director	$0	$0	$0
SUSIE WU	TRUSTEE	2.00	Director	$0	$0	$0
CATHY HALL	TRUSTEE	2.00	Director	$0	$0	$0
JASMINE HARRIS	TRUSTEE	2.00	Director	$0	$0	$0
KIM FIELD-MARVIN	TRUSTEE	2.00	Director	$0	$0	$0
KATHY GONZALEZ	TRUSTEE	2.00	Director	$0	$0	$0
ARVIND GROVER	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN OSBORNE	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS ROCHON	PRESIDENT	37.50	Officer	$492,945	$60,550	$553,495
GLENN MILEWSKI	CHIEF PROGRAM OFFICER	37.50	Officer	$284,241	$54,260	$338,501
ROBERT NAUGHTON	CHIEF TECH.OFFICER&VP OPER.	37.50	Officer	$298,596	$14,781	$313,377
DANA EVERETTS-HAVEL	VICE PRESIDENT, TECHNOLOGY	37.50	Officer	$175,886	$51,543	$227,429
JAMES LASNETSKI	SENIOR MEMBER SOLUTIONS DIR	37.50	Officer	$126,986	$43,269	$170,255
COLLEEN CAULFIELD	CHIEF REVENUE OFFICER	37.50	Officer	$316,285	$39,403	$355,688
JAMES LANGDON JR	EXECUTIVE DIRECTOR, CONTROLLER	37.50	Key Emp	$182,271	$24,070	$206,341
MICHAEL BROWN	EXEC.DIR.,TREASURER	37.50	Key Emp	$186,968	$50,044	$237,012
MARY GREEN	SR. DIRECTOR ADMISSIONS PROG.	37.50	Key Emp	$169,243	$8,440	$177,683
KEVIN MARSHAUS	SOFTWARE ENGINEER -.NET	37.50	Highest	$148,444	$45,395	$193,839
MATTHEW SOWERS	SENIOR SOFTWARE ENGINEER	37.50	Highest	$120,742	$39,122	$159,864
KELLY BORNMANN	MEMBER SOLUTIONS DIRECTOR	37.50	Highest	$131,913	$50,904	$182,817
IRINA KRAVTSOV	AUTOMATION ENGINEER	37.50	Highest	$131,001	$34,798	$165,799
AARON SHUMAN	DIR.OF ANALYTICS&INSIGHTS	37.50	Highest	$128,528	$13,400	$141,928

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	No data	No data	No data	No data
2024	$21,882,211	$18,526,458	$45,937,423	$3,355,753
2023	$21,340,615	$17,460,687	$40,343,806	$3,879,928
2022	$20,587,582	$16,288,375	$35,682,153	$4,299,207
2021	$15,739,581	$13,918,343	$36,843,509	$1,821,238
2020	$14,452,095	$16,000,013	$31,707,590	$-1,547,918
2019	$21,944,853	$20,010,481	$33,582,695	$1,934,372
2018	$19,503,397	$20,697,086	$35,619,757	$-1,193,689

EDUCATIONAL RECORDS BUREAU INC