COCALICO EDUCATION FOUNDATION

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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

1998

Legal Domicile

Principal Officer

LESLEY STRICKER

Phone

7173361413

Tax Period

2023-01-01 to 2023-12-31

COCALICO EDUCATION FOUNDATION, founded in 1998, is a small nonprofit in the Education sector that reported $299K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 56% operating margin.

Mission

PROVIDE SUPPORT FOR ENHANCING THE EDUCATIONAL AND CULTURAL OPPORTUNITIES FOR ALL PEOPLE IN THE COCALICO COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $18,150 Revenue: $0

PROVIDING SCHOLARSHIP AWARDS TO STUDENTS.

Program 2

Expenses: $97,288 Revenue: $0

PROVIDING GRANTS TO TEACHERS AND STUDENT GROUPS TO PROVIDE INNOVATIVE ACADEMIC, ARTISTIC AND VOCATIONAL PROGRAMS TO STUDENTS. IN ADDITION TO MONETARY GRANTS, THE ORGANIZATION PROVIDES BOOKS AND...

PROVIDING GRANTS TO TEACHERS AND STUDENT GROUPS TO PROVIDE INNOVATIVE ACADEMIC, ARTISTIC AND VOCATIONAL PROGRAMS TO STUDENTS. IN ADDITION TO MONETARY GRANTS, THE ORGANIZATION PROVIDES BOOKS AND CLASSROOM SUPPLIES THROUGH THE BOOKS TO GROW ON PROGRAM.

Program 3

Expenses: $7,172 Revenue: $0

PROVIDE FAMILIES WITH FINANCIAL ASSISTANCE FOR EDUCATIONAL ITEMS THAT ARE NOT COVERED BY OTHER SYSTEMS.

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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 $280,816

Program Service Revenue $0

Investment Income $10,438

Other Revenue $7,697

TOTAL REVENUE $298,951

Expense Breakdown

Grants Paid $115,438

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,610

Other Expenses $14,675

TOTAL EXPENSES $130,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$298,951	$179,056	+0.7%
Expenses	$130,113	$98,044	+0.3%
Net Income	$168,838	$81,012	+1.1%

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
ELIZABETH ACKERMAN	PRESIDENT	1.00	Officer	$0	$0	$0
MALORY KREIDER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LESLEY STRICKER	TREASURER	1.00	Officer	$0	$0	$0
JAMES WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE BRADY	DIRECTOR	1.00	Director	$0	$0	$0
TYLER EBERLY	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI STULL	DIRECTOR	1.00	Director	$0	$0	$0
RUTH KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
BRETT BUCKWALTER	DIRECTOR(NON-VOTING)	1.00	Director	$0	$0	$0
ELLA MUSSER	DIRECTOR(NON-VOTING)	1.00	Director	$0	$0	$0
CHRIS WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM STAMM	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE MARLEY	DIRECTOR	1.00	Director	$0	$0	$0
SHARON MYERS	SECRETARY	1.00	Director	$0	$0	$0
TODD GOSHERT	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$298,951	$130,113	$1,008,217	$168,838
2022	$179,056	$98,044	$771,112	$81,012
2021	$218,955	$120,832	$751,773	$98,123
2020	$215,877	$90,332	$626,839	$125,545