EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY A NON-PROFIT CORPORATION (EIN 222986701) - 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

1981

Legal Domicile

Principal Officer

DAN SODERVALL

Phone

6176191000

Tax Period

2023-10-01 to 2024-09-30

EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY A NON-PROFIT CORPORATION, founded in 1981, is a mid-sized nonprofit in the International Affairs sector that reported $20.2M in total revenue in fiscal year 2023.

Mission

EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY IS A NON-PROFIT ORGANIZATION DEDICATED TO ENCOURAGING CULTURAL AWARENESS THROUGH INTERNATIONAL STUDENT EDUCATION AND EXCHANGE.

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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 $0

Program Service Revenue $20,187,859

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20,187,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,296,702

Fundraising Expenses $0

Program Expenses $19,665,112

Other Expenses $8,791,041

TOTAL EXPENSES $20,087,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,187,859	$19,159,254	+0.1%
Expenses	$20,087,743	$19,029,555	+0.1%
Net Income	$100,116	$129,699	-0.2%

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

160

Volunteers

1035

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

$120,726

Total Directors

$35,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY ALLEN	CLERK/DIRECTOR	5.00	Officer Director	$1,063	$0	$1,063
JENNIFER BROWN BAVERSTAM	DIRECTOR	1.00	Director	$3,000	$0	$3,000
GORAN RANNEFORS	DIRECTOR	1.00	Director	$3,000	$0	$3,000
JENS APPELKVIST	DIRECTOR	1.00	Director	$1,000	$0	$1,000
BETH JACOBS	DIRECTOR	1.00	Director	$10,000	$0	$10,000
DAN SODERVALL	PRESIDENT/DIRECTOR (SINCE 4/11/2024)	1.00	Officer Director	$2,000	$0	$2,000
MICHAEL MCCARRY	DIRECTOR	1.00	Director	$15,000	$0	$15,000
HELEN POLUYANOV	TREASURER/FINANCIAL MGR.	40.00	Officer	$110,163	$7,500	$117,663
ANDREW CHANDLER	VICE-PRESIDENT OF TRAVEL/EVENTS	40.00	Highest	$166,892	$12,972	$179,864
EDWARD HOLLERAN	SENIOR VICE-PRESIDENT	40.00	Highest	$181,580	$29,842	$211,422
TIMOTHY FRATTESI	DIRECTOR OF TECHNOLOGY	40.00	Highest	$127,597	$28,262	$155,859
KRISTIN WEISS	VICE-PRESIDENT OF RECRUITMENT AND DEVELOPMENT	40.00	Highest	$168,818	$26,423	$195,241
ROBERT FREDETTE JR	PRESIDENT/DIRECTOR (THROUGH 4/10/2024)	40.00		$342,915	$28,967	$371,882

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	$20,187,859	$20,087,743	$8,771,948	$100,116
2023	$19,159,254	$19,029,555	$3,445,430	$129,699
2022	$17,811,257	$17,699,632	$3,689,283	$111,625
2021	$13,477,105	$13,391,674	$3,594,555	$85,431
2020	$12,940,748	$14,245,156	$1,374,232	$-1,304,408
2019	$18,490,808	$18,436,666	$4,426,634	$54,142
2018	$16,577,514	$16,531,335	$3,893,051	$46,179

EF EDUCATIONAL FOUNDATION FOR FOREIGN STUDY A NON-PROFIT CORPORATION