SCHOOL REFORM INITIATIVE

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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

LISA KUH

Phone

8123227059

Tax Period

2022-09-01 to 2023-08-31

SCHOOL REFORM INITIATIVE, founded in 2009, is a micro nonprofit that reported $91K in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 39% operating margin.

Mission

THE SCHOOL REFORM INITIATIVE (SRI) IS AN INDEPENDENT, NON-PROFIT ORGANIZATION SERVING THOUSANDS OF EDUCATORS AND STUDENTS THROUGHOUT THE UNITED STATES AND BEYOND. OUR MISSION IS TO CREATE TRANSFORMATIONAL LEARNING COMMUNITIES, FIERCELY COMMITTED TO EDUCATIONAL EQUITY AND EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $23,269 Revenue: $20,315

NATIONAL PROJECTS AND AFFILIATE SEMINARS ARE FEE FOR SERVICE PROFESSIONAL DEVELOPMENT SESSIONS LED BY AFFILIATES OF THE SCHOOL REFORM INITIATIVE (SRI) (AFFILIATE SEMINARS) OR SESSIONS CONTRACTED...

NATIONAL PROJECTS AND AFFILIATE SEMINARS ARE FEE FOR SERVICE PROFESSIONAL DEVELOPMENT SESSIONS LED BY AFFILIATES OF THE SCHOOL REFORM INITIATIVE (SRI) (AFFILIATE SEMINARS) OR SESSIONS CONTRACTED DIRECTLY WITH THE NATIONAL ORGANIZATIONS (NATIONAL PROJECTS). SRI FEE FOR SERVICE PROFESSIONAL DEVELOPMENT WORK WITH SCHOOL DISTRICTS AND INDIVIDUAL SCHOOLS THROUGHOUT THE COUNTRY AIM TO TRAIN EDUCATORS TO USE THE TOOLS AND TECHNIQUES OF COLLABORATION AND FACILITATION TO DEVELOP TRANSFORMATIONAL LEARNING COMMUNITIES IN THEIR SCHOOL SETTINGS. OUR ACCOMPLISHMENTS IN THIS AREA OF WORK INCLUDE TRAINING OVER 300 NEW EDUCATORS ON AN ANNUAL BASIS IN DOZENS OF SCHOOLS.

Program 2

THE SRI ANNUAL WINTER MEETING IS A 3-DAY EVENT HELD IN A DIFFERENT U.S. CITY EACH YEAR. THE MEETING BRINGS TOGETHER 200-300 EDUCATORS FROM AROUND THE COUNTRY AND WORLD. OUR ACCOMPLISHMENTS IN THIS...

THE SRI ANNUAL WINTER MEETING IS A 3-DAY EVENT HELD IN A DIFFERENT U.S. CITY EACH YEAR. THE MEETING BRINGS TOGETHER 200-300 EDUCATORS FROM AROUND THE COUNTRY AND WORLD. OUR ACCOMPLISHMENTS IN THIS AREA OF WORK INCLUDE HIGH SUCCESS EVALUATIONS FROM PARTICIPANTS STATING THAT THEIR MEETING EXPERIENCE IMPACTED THEIR TEACHING IN POSITIVE WAYS, INCREASED THEIR UNDERSTANDING OF THE IMPORTANCE OF ADDRESSING ISSUES OF EQUITY AND EXCELLENCE FOR ALL STUDENTS WITH THEIR TEACHING COLLEAGUES, AND THAT NEW TECHNIQUES AND TOOLS WERE LEARNED TO BETTER MEETING THE CHALLENGING NEEDS OF ALL STUDENTS AND TO BETTER DEVELOP COLLABORATIVE PRACTICES AMONG SCHOOL FACULTY AND STAFF.

Program 3

NATIONAL REPRESENTATION INCLUDES THE PROMOTION OF SRI'S SERVICES, EXPANSION OF SRI'S PARTNERSHIPS WITH LIKE-MINDED ORGANIZATIONS, AND NATIONAL ADVERTISING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $70,779

Program Service Revenue $20,315

Investment Income $0

Other Revenue $0

TOTAL REVENUE $91,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,269

Other Expenses $55,841

TOTAL EXPENSES $55,841

Year-over-Year Comparison

	2022	2021	Change
Revenue	$91,094	$74,687	+0.2%
Expenses	$55,841	$126,076	-0.6%
Net Income	$35,253	$-51,389	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA KUH	PRESIDENT	0.50	Officer Director	$0	$0	$0
DJ ALEXANDER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
BRIAN SPARKS	TREASURER	0.50	Officer Director	$0	$0	$0
ANGELA BREIDENSTEIN	MEMBER	0.50	Director	$0	$0	$0
AARON GOODSON	MEMBER	0.50	Director	$0	$0	$0
LAUREN LEVINE	MEMBER	0.50	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
2023	$91,094	$55,841	$73,515	$35,253
2022	$74,687	$126,076	$55,261	$-51,389
2018	$635,374	$654,661	$94,021	$-19,287