SUSSEX EDUCATIONAL FOUNDATION INC C/O BERKELEY COLLEGE (EIN 223448677) - 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

1996

Legal Domicile

Principal Officer

STEPHEN RUTKOWSKI

Phone

8624378515

Tax Period

2024-01-01 to 2024-12-31

SUSSEX EDUCATIONAL FOUNDATION INC C/O BERKELEY COLLEGE, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $174K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 85% operating margin.

Mission

PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS SEEKING TO FURTHER THE EDUCATIONAL OPPORTUNITIES FOR START-UP ENTREPRENEURS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $174,350

Other Revenue $0

TOTAL REVENUE $174,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,367

Other Expenses $25,867

TOTAL EXPENSES $25,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,350	$127,492	+0.4%
Expenses	$25,867	$20,043	+0.3%
Net Income	$148,483	$107,449	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL MORREALE	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN RUTKOWSKI	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS MARINO	TRUSTEE	1.00	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	$174,350	$25,867	$5,746,955	$148,483
2023	$127,492	$20,043	$5,150,748	$107,449
2022	$116,958	$517,857	$4,519,734	$-400,899
2021	$111,959	$732,327	$5,966,826	$-620,368
2020	$924,186	$694,503	$6,529,135	$229,683
2019	$985,735	$816,241	$6,357,941	$169,494
2018	$936,693	$795,213	$6,130,107	$141,480

SUSSEX EDUCATIONAL FOUNDATION INC C/O BERKELEY COLLEGE