HIGHSCOPE EDUCATIONAL RESEARCH FOUNDATION (EIN 237001501) - 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

1968

Legal Domicile

Principal Officer

LUZ ALEJANDRA BARRAZA

Phone

7344852000

Tax Period

2023-01-01 to 2023-12-31

HIGHSCOPE EDUCATIONAL RESEARCH FOUNDATION, founded in 1968, is a community nonprofit in the Education sector that reported $7.6M in total revenue in fiscal year 2023. Expenses of $6.9M left a modest 10% surplus.

Mission

TO LIFT LIVES THROUGH EDUCATION.

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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 $2,076,132

Program Service Revenue $3,101,861

Investment Income $57,513

Other Revenue $2,410,695

TOTAL REVENUE $7,646,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,100,744

Fundraising Expenses $201,292

Program Expenses $3,952,443

Other Expenses $3,804,871

TOTAL EXPENSES $6,905,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,646,201	$7,204,318	+0.1%
Expenses	$6,905,615	$6,612,457	+0.0%
Net Income	$740,586	$591,861	+0.3%

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

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

$386,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AYMAN BEKDASH	DIRECTOR	2.00	Director	$0	$0	$0
JANA MARTELLA	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
TONIA DURDEN	DIRECTOR	2.00	Director	$0	$0	$0
GLORIA CORRAL-TERRAZAS	SECRETARY	2.00	Officer Director	$0	$0	$0
TERRY MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH MEYERS HYDE	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN STOKES II	DIRECTOR	2.00	Director	$0	$0	$0
OSCAR BARBARIN	DIRECTOR	2.00	Director	$0	$0	$0
JACK HOBAUGH	TREASURER	2.00	Officer Director	$0	$0	$0
LUIS PEREZ-BATRES	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH SHEPARD	DIRECTOR	2.00	Director	$0	$0	$0
LUZ ALEJANDRA BARRAZA	PRESIDENT AND CEO	40.00	Officer	$225,336	$35,937	$261,273
JEFFREY BEAL	EXECUTIVE DIRECTOR OF RESEARCH	40.00	Officer	$114,703	$10,722	$125,425

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	$7,430,982	$6,938,810	$8,802,332	$492,172
2023	$7,646,201	$6,905,615	$8,980,969	$740,586
2022	$6,886,610	$6,612,676	$6,661,146	$273,934
2022	$7,204,318	$6,612,457	$6,811,282	$591,861
2021	$8,454,392	$6,043,653	$6,787,467	$2,410,739
2021	$7,390,838	$5,995,590	$7,062,751	$1,395,248
2020	$5,879,043	$6,291,745	$5,127,389	$-412,702
2020	$6,275,006	$6,291,746	$5,598,392	$-16,740
2019	$7,163,475	$8,221,585	$6,125,454	$-1,058,110
2018	$8,121,944	$8,888,435	$6,392,341	$-766,491

HIGHSCOPE EDUCATIONAL RESEARCH FOUNDATION