ASSOCIATION OF EDUCATIONAL PURCHASING AGENCIES (EIN 208565337) - 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

2007

Legal Domicile

Principal Officer

TINA SMITH

Phone

6206700028

Tax Period

2025-01-01 to 2025-12-31

ASSOCIATION OF EDUCATIONAL PURCHASING AGENCIES, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $753K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $180K, a strong 24% operating margin.

Mission

MULTI-STATE ORGANIZATION COOPERATIVE TO LEVERAGE PURCHASING POWER TO BENEFIT ALL SCHOOLS AND AGENCIES THROUGH MEMBERSHIP TO AEPA

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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 (2025)

Revenue Breakdown

Contributions & Grants $566,615

Program Service Revenue $171,300

Investment Income $34

Other Revenue $14,883

TOTAL REVENUE $752,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,519

Fundraising Expenses $0

Program Expenses $164,422

Other Expenses $454,434

TOTAL EXPENSES $572,953

Year-over-Year Comparison

	2025	2024	Change
Revenue	$752,832	$503,604	+0.5%
Expenses	$572,953	$412,785	+0.4%
Net Income	$179,879	$90,819	+1.0%

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

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

Total Directors

Key Employees

$169,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA SMITH	PRESIDENT	4.00	Officer	$0	$0	$0
JONI PUFFETT	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CARA HART	TREASURER	4.00	Officer	$0	$0	$0
ANNA MARIE HOLLANDER	SECRETARY	2.00	Officer	$0	$0	$0
GEORGE WILSON	EXEC DIRECTOR	40.00	Key Emp	$0	$0	$69,000
STEVE GRIGGS	DIR OF SOLICITATIONS	40.00	Key Emp	$100,000	$0	$100,000

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	$752,832	$572,953	$839,666	$179,879
2024	No data	No data	No data	No data
2023	$474,160	$306,903	$568,968	$167,257
2022	$433,571	$335,923	$401,711	$97,648
2021	$285,497	$252,162	$304,062	$33,335
2020	$309,115	$217,622	$270,727	$91,493
2019	$253,311	$234,688	$179,234	$18,623

ASSOCIATION OF EDUCATIONAL PURCHASING AGENCIES