NEW TRIER EDUCATIONAL FOUNDATION (EIN 260040744) - 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

2001

Legal Domicile

Principal Officer

SARA ELSASSER

Phone

8477842346

Tax Period

2024-07-01 to 2025-06-30

NEW TRIER EDUCATIONAL FOUNDATION, founded in 2001, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 450% from the prior year, signaling strong growth momentum.

Mission

ENHANCEMENT OF SCHOOL DISTRICT PROGRAMS

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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 $4,013,952

Program Service Revenue $0

Investment Income $9,502

Other Revenue $3,172

TOTAL REVENUE $4,026,626

Expense Breakdown

Grants Paid $3,789,416

Salaries & Benefits $122,610

Fundraising Expenses $118,103

Program Expenses $3,828,046

Other Expenses $88,721

TOTAL EXPENSES $4,000,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,026,626	$731,990	+4.5%
Expenses	$4,000,747	$309,764	+11.9%
Net Income	$25,879	$422,226	-0.9%

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

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
SARA E ELSASSER	CHAIR	3.00	Officer Director	$0	$0	$0
JAQUELINE AVITIA-GUZMAN	TREASURER	3.00	Officer Director	$0	$0	$0
ERIKA E JOYCE	DIRECTOR	3.00	Director	$0	$0	$0
DOUG ACKERMAN	DIRECTOR	3.00	Director	$0	$0	$0
NEHA BIGGS	DIRECTOR	3.00	Director	$0	$0	$0
LEONID FELLER	DIRECTOR	3.00	Director	$0	$0	$0
JOHN MCGUNNIESS	DIRECTOR	3.00	Director	$0	$0	$0
JOAN CRISWELL	DIRECTOR	3.00	Director	$0	$0	$0
SARAH RICCIARDI	SECRETARY	3.00	Officer Director	$0	$0	$0
CATHERINE SHAW	DIRECTOR	3.00	Director	$0	$0	$0
MEG CUMMINS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
STEVEN FIFITA	DIRECTOR	3.00	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	$4,026,626	$4,000,747	$987,295	$25,879
2024	$731,990	$309,764	$769,518	$422,226
2023	$434,404	$526,700	$350,007	$-92,296
2022	$504,821	$282,639	$441,360	$222,182
2021	$366,122	$256,802	$218,042	$109,320
2020	$291,598	$394,712	$130,339	$-103,114

NEW TRIER EDUCATIONAL FOUNDATION