CONSORTIUM FOR EDUC EXCELLENCE

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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

1991

Legal Domicile

Principal Officer

KAREN DALTON

Phone

5189634500

Tax Period

2023-10-01 to 2024-09-30

CONSORTIUM FOR EDUC EXCELLENCE, founded in 1991, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 3% surplus.

Mission

TO ASSIST PUBLIC SCHOOLS AND COLLEGES IN LAUNCHING AND SUSTAINING PARTNERSHIPS TO RAISE STUDENT ASPIRATIONS AND IMPROVE LEARNING OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,057,865

HELPING UNDERSERVED YOUTH BECOME COLLEGE AND CAREER READY THROUGH PARTNERSHIPS.

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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 $1,144,783

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,144,783

Expense Breakdown

Grants Paid $207,505

Salaries & Benefits $553,089

Fundraising Expenses $0

Program Expenses $1,057,865

Other Expenses $347,232

TOTAL EXPENSES $1,107,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,144,783	$706,908	+0.6%
Expenses	$1,107,826	$1,014,318	+0.1%
Net Income	$36,957	$-307,410	-1.1%

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

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
KAREN DALTON	CHAIRMAN	5.00	Officer Director	$0	$0	$0
HERBERT DALTON	TREASURER	5.00	Officer Director	$0	$0	$0
THOMAS LAMBERT	SECRETARY	5.00	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
2025	No data	No data	No data	No data
2024	$1,144,783	$1,107,826	$325,444	$36,957
2023	$706,908	$1,014,318	$129,720	$-307,410
2022	$1,387,720	$1,299,437	$140,755	$88,283
2022	$154,909	$222,293	$127,480	$-67,384
2021	$1,805,205	$1,884,900	$366,360	$-79,695