ASSOCIATION FOR EQUALITY & EXCELLENCE IN EDUCATION INC (EIN 222382803) - 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

1977

Legal Domicile

Principal Officer

HEATHER HAGENBUCH

Phone

7166454728

Tax Period

2022-07-01 to 2023-06-30

ASSOCIATION FOR EQUALITY & EXCELLENCE IN EDUCATION INC, founded in 1977, is a micro nonprofit in the Education sector that reported $84K in total revenue in fiscal year 2022. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $94K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDE ACCESS TO EDUCATION FOR LOW-INCOME YOUTH

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,497

Program Service Revenue $72,855

Investment Income $506

Other Revenue $0

TOTAL REVENUE $83,858

Expense Breakdown

Grants Paid $18,953

Salaries & Benefits $0

Fundraising Expenses $2,832

Program Expenses $60,047

Other Expenses $75,030

TOTAL EXPENSES $93,983

Year-over-Year Comparison

	2022	2021	Change
Revenue	$83,858	$171,043	-0.5%
Expenses	$93,983	$121,237	-0.2%
Net Income	$-10,125	$49,806	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YURI A JOB	PAST-PRESIDENT	10.00	Officer Director	$0	$0	$0
JACKASHA-J I WILEY	PRESIDENT	12.00	Officer Director	$0	$0	$0
ANTHONY PLONCZYNSKI-FIGUEROA	PRESIDET-ELECT	10.00	Officer Director	$0	$0	$0
KYVAUGHN HENRY	SECRETARY	10.00	Officer Director	$0	$0	$0
DR HEATHER HAGENBUCH	TREASURER	10.00	Officer Director	$0	$0	$0
DR CHRISTINA CHISHOLM	NORTH REPRESENTATIVE	10.00	Director	$0	$0	$0
DR KIMYATA VALERE	CENTRAL REPRESENTATIVE	5.00	Director	$0	$0	$0
DR DANIELLE STATEN LAMB	SOUTH REPRESENTATIVE	5.00	Director	$0	$0	$0
ALEXANDER DEL ROSARIO	METRO REPRESENTATIVE	5.00	Director	$0	$0	$0
JESSICA MIDYETTE	CENTRAL REPRESENTATIVE	5.00	Director	$0	$0	$0
KISSENA FRAZIER	WESTERN REPRESENTATIVE	10.00	Director	$0	$0	$0
CHRISTINE CAMPBELL	NORTH COUNTY REPRESENTATIVE	5.00	Director	$0	$0	$0
PAUL ALEX WILLIAMS	MEMBER AT LARGE	5.00	Director	$0	$0	$0
CHRISTINA MORTELLARO	MEMBER AT LARGE	5.00	Director	$0	$0	$0
STEPHEN REBELLO	MEMBER AT LARGE	5.00	Director	$0	$0	$0
KAREN K TEXEIRA	MEMBER AT LARGE	5.00	Director	$0	$0	$0
GABE ITURBIDES	MEMBER AT LARGE	5.00	Director	$0	$0	$0
MELISSA CARLO-GONZALEZ	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JACQUELINE GHEE	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JAZMINE C POWELL	MEMBER AT LARGE	5.00	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	No data	No data	No data	No data
2023	$83,858	$93,983	$178,666	$-10,125
2022	$171,043	$121,237	$188,791	$49,806
2021	$67,975	$16,803	$138,985	$51,172
2020	$62,320	$19,652	$87,813	$42,668
2019	$90,364	$118,468	$45,145	$-28,104

ASSOCIATION FOR EQUALITY & EXCELLENCE IN EDUCATION INC