THE WILLIAM STURGIS FRIENDS OF EDUCATION FOUNDATION INC (EIN 201121054) - 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

PAUL MARBLE

Phone

5087781782

Tax Period

2023-07-01 to 2024-06-30

THE WILLIAM STURGIS FRIENDS OF EDUCATION FOUNDATION INC, founded in 2004, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. The organization ran a surplus of $1.1M, a strong 58% operating margin.

Mission

SUPPORT OF PUBLIC EDUCATION ON CAPE COD

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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 $19,282

Program Service Revenue $1,884,482

Investment Income $67,130

Other Revenue $0

TOTAL REVENUE $1,970,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $834,022

Other Expenses $834,022

TOTAL EXPENSES $834,022

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,970,894	$1,907,280	+0.0%
Expenses	$834,022	$714,980	+0.2%
Net Income	$1,136,872	$1,192,300	0.0%

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

$238,175

Total Directors

$238,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL MARBLE	PRESIDENT	2.00	Officer Director	$0	$12,097	$238,175
TOM FINK	TO 10/16/23	0.25	Director	$0	$0	$0
JOHN MAURER	BOARD MEMBER	0.25	Director	$0	$0	$0
NATE MULLINS	TREASURER	0.25	Officer Director	$0	$0	$0
KEVIN PEPE	BOARD MEMBER	0.25	Director	$0	$0	$0
POLYANNA ROCHA	BOARD MEMBER	0.25	Director	$0	$0	$0
TIM TELMAN	TO 10-16-23	0.25	Officer Director	$0	$0	$0
JOHN TEMPLE	CLERK	0.25	Officer Director	$0	$0	$0
ELIZABETH WURFBAIN	BOARD MEMBER	0.25	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	$1,970,894	$834,022	$19,529,032	$1,136,872
2023	$1,907,280	$714,980	$19,625,329	$1,192,300
2022	$1,858,650	$816,466	$19,164,017	$1,042,184
2021	$1,637,592	$573,906	$18,839,015	$1,063,686
2020	$1,564,314	$615,712	$15,999,571	$948,602
2019	$1,562,549	$620,369	$15,875,799	$942,180

THE WILLIAM STURGIS FRIENDS OF EDUCATION FOUNDATION INC