BRADLEY CLEVELAND PUBLIC EDUCATION FOUNDATION (EIN 200585134) - 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

2004

Legal Domicile

Principal Officer

MARY LYNN VOELZ

Phone

4234760034

Tax Period

2023-07-01 to 2024-06-30

BRADLEY CLEVELAND PUBLIC EDUCATION FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $640K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $736K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE FOUNDATION SERVES THE STUDENTS AND TEACHERS OF THE CLEVELAND CITY AND BRADLEY COUNTY COMMUNITY, SUPPORTING PROGRAMS IN 26 SCHOOLS FOR 16,000 STUDENTS. THE FOUNDATION'S FOCUS IS CLASSROOM AND ACADEMIC SUPPORT, PROVIDING ASSISTANCE TO SUPPLEMENT PROGRAMS AND MATERIALS NOT FUNDED WITHIN THE REGULAR SCHOOL BUDGET. THE FOUNDATION'S GOAL IS TO ENHANCE THE ABILITY OF TEACHERS TO MEET INDIVIDUAL NEEDS OF EACH STUDENT AND TO ENHANCE STUDENT'S ABILITY TO LEARN.

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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 $595,869

Program Service Revenue $0

Investment Income $44,437

Other Revenue $0

TOTAL REVENUE $640,306

Expense Breakdown

Grants Paid $372,877

Salaries & Benefits $115,163

Fundraising Expenses $66,916

Program Expenses $602,905

Other Expenses $248,258

TOTAL EXPENSES $736,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$640,306	$2,092,104	-0.7%
Expenses	$736,298	$2,012,108	-0.6%
Net Income	$-95,992	$79,996	-2.2%

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

$66,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANESSA HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
NANCY BLANK	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER ANZIANO	PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHERINE BOETTNER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID BECKLER	DIRECTOR	1.00	Director	$0	$0	$0
MATT BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
PRISAVIA CROFT	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KISER	DIRECTOR	1.00	Director	$0	$0	$0
CHARI BUCKNER	DIRECTOR	1.00	Director	$0	$0	$0
DIANNA CALFEE	DIRECTOR	1.00	Director	$0	$0	$0
DR LINDA CASH	DIRECTOR	1.00	Director	$0	$0	$0
BILL MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HAILE	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL JAGGERS	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE MCNULTY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBBY TORRES	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA MCINTIRE	DIRECTOR	1.00	Director	$0	$0	$0
MARY LYNN VOELZ	EXECUTIVE DIRECTOR	40.00	Officer	$66,194	$0	$66,194

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	$640,306	$736,298	$725,968	$-95,992
2023	$2,092,104	$2,012,108	$835,297	$79,996
2022	$768,303	$1,527,165	$752,704	$-758,862
2021	$1,705,456	$704,768	$1,537,060	$1,000,688
2020	$497,569	$499,030	$568,236	$-1,461
2019	$488,266	$394,352	$568,304	$93,914

BRADLEY CLEVELAND PUBLIC EDUCATION FOUNDATION