SCALE EDUCATION AND RESEARCH FOUNDATION (EIN 261640512) - 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

2008

Legal Domicile

Principal Officer

FILIPINA MAE RODRIGUEZ

Phone

9092976620

Tax Period

2023-01-01 to 2023-12-31

SCALE EDUCATION AND RESEARCH FOUNDATION, founded in 2008, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $2.9M left a modest 11% surplus.

Mission

The Scale Education & Research Foundation was founded in 2008 to promote education opportunities with a view of improving the quality of living for students, families, educators and the general public.

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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 $0

Program Service Revenue $3,002,755

Investment Income $226,204

Other Revenue $0

TOTAL REVENUE $3,228,959

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $753,973

Fundraising Expenses $0

Program Expenses $2,253,165

Other Expenses $2,101,656

TOTAL EXPENSES $2,863,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,228,959	$2,590,651	+0.2%
Expenses	$2,863,129	$2,089,801	+0.4%
Net Income	$365,830	$500,850	-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

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
FILIPINA MAE RODRIGUEZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
KENNETH FABIE	Secretary	1.00	Director	$0	$0	$0
RALPH RYAN ROXAS	Director	1.00	Director	$0	$0	$0
NINA DOMINGO	Director	1.00	Director	$0	$0	$0
Cristina Garcia	Treasurer	40.00	Highest	$60,737	$0	$60,737

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	$3,228,959	$2,863,129	$3,929,971	$365,830
2022	$2,590,651	$2,089,801	$3,563,382	$500,850
2021	$1,849,946	$1,505,191	$3,196,047	$344,755
2020	$2,305,025	$1,212,814	$3,039,470	$1,092,211
2019	$1,774,352	$982,284	$1,820,064	$792,068
2018	$1,330,063	$742,645	$1,025,903	$587,418

SCALE EDUCATION AND RESEARCH FOUNDATION