SUSQUEHANNA EDUCATION FOUNDATION (EIN 232965845) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

RAE ANN CRISPELL

Phone

5705231155

Tax Period

2023-01-01 to 2023-12-31

SUSQUEHANNA EDUCATION FOUNDATION, founded in 1997, is a mid-sized nonprofit in the Human Services sector that reported $10.1M in total revenue in fiscal year 2023. The organization ran a surplus of $9.9M, a strong 98% operating margin.

Mission

THE CORPORATION WILL ENGAGE IN CHARITABLE ACTIVITIES, INCLUDING, BUT NOT LIMITED TO: (A) ESTABLISHING EDUCATIONAL PROGRAMS AND ACTIVITIES, (B) PROVIDING SUPPORT FOR THE SCHOOL DISTRICTS AND POPULATIONS SERVED BY THE CENTRAL SUSQUEHANNA INTERMEDIATE UNIT AND (C)MAKING DISTRIBUTIONS FOR CHARITABLE PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,065,384

Program Service Revenue $0

Investment Income $7,666

Other Revenue $0

TOTAL REVENUE $10,073,050

Expense Breakdown

Grants Paid $152,225

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,110

Other Expenses $25,588

TOTAL EXPENSES $177,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,073,050	N/A	N/A
Expenses	$177,813	N/A	N/A
Net Income	$9,895,237	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
STEPHANIE COLVIN-ROY	DIRECTOR	1.00	Director	$0	$0	$0
RAE ANN CRISPELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREN HACKENBURG	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KURELJA	TREASURER	1.00	Officer Director	$0	$0	$0
SHILESTE OVERTON-MORRIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
AMY PFLEEGOR	SECRETARY	1.00	Officer Director	$0	$0	$0
SLADE SHRECK	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	$10,073,050	$177,813	$10,175,561	$9,895,237

SUSQUEHANNA EDUCATION FOUNDATION