EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION (EIN 205320422) - 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

2006

Legal Domicile

Principal Officer

MARSHALL TUCK

Phone

9164883868

Tax Period

2023-01-01 to 2023-12-31

EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION, founded in 2006, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 1161% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 60% operating margin.

Mission

TO PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION IN CALIFORNIA PUBLIC SCHOOLS.

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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 $2,903,542

Program Service Revenue $0

Investment Income $6,441

Other Revenue $0

TOTAL REVENUE $2,909,983

Expense Breakdown

Grants Paid $221,623

Salaries & Benefits $490,855

Fundraising Expenses $0

Program Expenses $1,090,683

Other Expenses $464,543

TOTAL EXPENSES $1,177,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,909,983	$230,737	+11.6%
Expenses	$1,177,021	$359,840	+2.3%
Net Income	$1,732,962	$-129,103	-14.4%

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

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

$433,230

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BLOOMFIELD	BOARD MEMBER	0.50	Director	$0	$0	$0
LOREN BENDELE	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL STOPPELMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
CATHY BEAUPAIN	BOARD MEMBER	0.50	Director	$0	$0	$0
STEFANIE PHILLIPS	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIKA DAVIS	COO	20.00	Officer	$63,113	$20,300	$146,526
MARSHALL TUCK	CEO	24.00	Officer	$147,324	$41,164	$286,704
HEATHER CALOMESE	CHIEF POLICY & ADVOCACY ADVISOR	39.00	Highest	$110,214	$14,656	$127,696

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	$2,909,983	$1,177,021	$2,259,944	$1,732,962
2022	$230,737	$359,840	$526,498	$-129,103
2021	$601,716	$903,908	$656,013	$-302,192
2020	$1,091,712	$647,846	$963,092	$443,866
2019	$629,668	$853,110	$524,555	$-223,442
2018	$2,354,817	$2,464,990	$739,869	$-110,173

EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION