Foundation for Education Investment

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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

2005

Legal Domicile

Principal Officer

Sarah Abernathy

Phone

2023278100

Tax Period

2023-01-01 to 2023-12-31

Mission

To promote the general public welfare by conducting research and promoting public awareness about the federal government's investment in all levels of education and the value of that investment to individuals, communities, our nation and the world.

Program Service Accomplishments

Program 1

FEI is a supporting organization controlled by the supported organization, The Committee for Education Funding (CEF), which is tax exempt under 501(c)(4). FEI is engaged in activities that support...

FEI is a supporting organization controlled by the supported organization, The Committee for Education Funding (CEF), which is tax exempt under 501(c)(4). FEI is engaged in activities that support CEF's charitable, educational, or scientific purposes within the meaning of section 501(c)(3). In 2023, no fundraising events were conducted on behalf of CEF.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

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	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emmanual Guillory	Past President	0.05	Officer Director	$0	$0	$0
Emily Crawford	Vice President	0.05	Officer Director	$0	$0	$0
Steve Voytek	Treasurer	0.05	Officer Director	$0	$0	$0
Jenny Smulson	President	0.05	Officer Director	$0	$0	$0
Sarah Abernathy	Director	0.05	Officer	$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	No data	No data	$5,482	No data
2022	No data	No data	$5,482	No data
2021	No data	No data	$5,482	No data
2020	No data	$20	$5,482	No data
2019	No data	No data	$5,502	No data
2018	No data	$130	$5,502	No data