Society for Research on Educational Effectiveness (EIN 264739791) - 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

2009

Legal Domicile

Principal Officer

Beth Tipton

Phone

3015782118

Tax Period

2025-01-01 to 2025-12-31

Society for Research on Educational Effectiveness, founded in 2009, is a small nonprofit in the Education sector that reported $766K in total revenue in fiscal year 2025. Expenses of $1.1M exceeded revenue, resulting in a 42% operating deficit.

Mission

THE ORGANIZATION WORKS TO ADVANCE AND DISSEMINATE RESEARCH ON CAUSAL EFFECTS OF EDUCATION PRACTICES, INTERVENTIONS, PROGRAMS, AND POLICIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $220,200

Program Service Revenue $490,250

Investment Income $131

Other Revenue $54,972

TOTAL REVENUE $765,553

Expense Breakdown

Grants Paid $95,400

Salaries & Benefits $406,856

Fundraising Expenses $15,501

Program Expenses $875,720

Other Expenses $585,198

TOTAL EXPENSES $1,087,454

Year-over-Year Comparison

	2025	2024	Change
Revenue	$765,553	$729,073	+0.1%
Expenses	$1,087,454	$1,161,441	-0.1%
Net Income	$-321,901	$-432,368	-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

420

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

$196,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ellen Weiss	Executive Dir.	40.00	Officer	$196,826	$0	$196,826
Beth Tipton	President	1.00	Officer Director	$0	$0	$0
Lindsay Page	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
Beth Boulay	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
Jessica Heppen	Director	1.00	Director	$0	$0	$0
Rekha Balu	Director	1.00	Director	$0	$0	$0
Matthew Springer	Director	1.00	Director	$0	$0	$0
Darryl Hill	Director	1.00	Director	$0	$0	$0
Luke Miratrix	Director	1.00	Director	$0	$0	$0
Akisha Osei Sarfo	Director	1.00	Director	$0	$0	$0
Drew Bailey	Director	1.00	Director	$0	$0	$0
Jimmy Kim	Director	1.00	Director	$0	$0	$0
Dania Francis	Director	1.00	Director	$0	$0	$0
Jason Snipes	Director	1.00	Director	$0	$0	$0
Norma Ming	Director	1.00	Director	$0	$0	$0
Vivian Wong	Director	1.00	Director	$0	$0	$0
Julie Edmunds	Director	1.00	Director	$0	$0	$0
Angela Estacion	Director	1.00	Director	$0	$0	$0
Jessaca Spybrook	Director	1.00	Director	$0	$0	$0
Michael Weiss	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
2025	$765,553	$1,087,454	$533,541	$-321,901
2024	$729,073	$1,161,441	$859,383	$-432,368
2023	$623,585	$990,036	$1,305,640	$-366,451
2022	$1,520,057	$763,604	$1,662,185	$756,453
2021	$927,580	$771,073	$919,784	$156,507
2020	$567,432	$442,133	$779,835	$125,299
2019	$619,111	$753,970	$658,001	$-134,859
2018	$713,305	$924,238	$845,259	$-210,933

Society for Research on Educational Effectiveness