KAPLAN EDUCATIONAL FOUNDATION

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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

2003

Legal Domicile

Principal Officer

NOLVIA DELGADO

Phone

2127075300

Tax Period

2023-07-01 to 2024-06-30

KAPLAN EDUCATIONAL FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $382K, a strong 35% operating margin.

Mission

TO ELIMINATE BARRIERS TO HIGHER EDUCATION FOR OVERLOOKED AND UNDER-SERVED STUDENTS AND DEVELOP THEM AS WORLD LEADERS AND ADVOCATES FOR THEIR COMMUNITIES BY PROVIDING A COMPREHENSIVE ARRAY OF FINANCIAL AND ACADEMIC SUPPORT, TRANSFER ADMISSIONS ADVISING, AND LEADERSHIP SKILLS DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $573,172

TO ELIMINATE BARRIERS TO HIGHER EDUCATION FOR OVERLOOKED AND UNDERSERVED STUDENTS AND DEVELOP THEM AS WORLD LEADERS AND ADVOCATES FOR THEIR COMMUNITIES BY PROVIDING A COMPREHENSIVE ARRAY OF FINANCIAL...

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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 $876,915

Program Service Revenue $0

Investment Income $227,964

Other Revenue $0

TOTAL REVENUE $1,104,879

Expense Breakdown

Grants Paid $31,797

Salaries & Benefits $391,771

Fundraising Expenses $69,452

Program Expenses $573,172

Other Expenses $248,290

TOTAL EXPENSES $722,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,104,879	$754,976	+0.5%
Expenses	$722,858	$725,764	0.0%
Net Income	$382,021	$29,212	+12.1%

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

$143,193

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA MACK	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
YAEL AUFGANG	BOARD MEMBER	3.00	Director	$0	$0	$0
JON-PAUL BERNARD	BOARD MEMBER	3.00	Director	$0	$0	$0
HAROLD ELISH	BOARD MEMBER	3.00	Director	$0	$0	$0
CHRISTOPHER NEUMANN	BOARD MEMBER	3.00	Director	$0	$0	$0
JENNIFER MARKOWITZ	BOARD MEMBER	3.00	Director	$0	$0	$0
JANE ROSENBERG	BOARD MEMBER	3.00	Director	$0	$0	$0
NANCY SANCHEZ-BADILLO	BOARD MEMBER	3.00	Director	$0	$0	$0
ANNIE TOGNI	TREASURER	3.00	Officer	$0	$0	$0
ELISA DAVIS	SECRETARY	3.00	Officer	$0	$0	$0
NOLVIA DELGADO	EXECUTIVE DIRECTOR	45.00	Officer	$134,977	$8,216	$143,193
JON CHAVEZ	DIRECTOR OF ACADEMIC ADMISSIONS	45.00	Highest	$106,218	$8,083	$114,301

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	$1,104,879	$722,858	$6,035,384	$382,021
2023	$754,976	$725,764	$5,137,662	$29,212
2022	$561,514	$891,390	$4,769,790	$-329,876
2021	$496,497	$683,744	$5,757,568	$-187,247
2020	$335,361	$677,703	$5,209,355	$-342,342
2019	$769,753	$793,801	$5,580,874	$-24,048