CELEBRATION EDUCATION FUND (EIN 271438948) - 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

JOHN D LOEKS

Phone

6164474221

Tax Period

2023-10-01 to 2024-09-30

CELEBRATION EDUCATION FUND, founded in 2009, is a small nonprofit in the International Affairs sector that reported $506K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

PROVIDE HUMANITARIAN ASSISTANCE TO VICTIMS OF WAR, NATIONAL DISASTERS, AND POVERTY AND SUPPORT THE EXPANSION OF K-12 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 $481,048

Program Service Revenue $0

Investment Income $21,699

Other Revenue $3,000

TOTAL REVENUE $505,747

Expense Breakdown

Grants Paid $370,117

Salaries & Benefits $55,978

Fundraising Expenses $21,129

Program Expenses $467,097

Other Expenses $76,579

TOTAL EXPENSES $502,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$505,747	$425,642	+0.2%
Expenses	$502,674	$459,168	+0.1%
Net Income	$3,073	$-33,526	-1.1%

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
JOHN D LOEKS	PRESIDENT/TREASURER	5.00	Officer Director	$0	$0	$0
EMILY LOEKS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHANNA KUYVENHOVEN	DIRECTOR	5.00	Director	$0	$0	$0
MARK RIZIK	DIRECTOR	2.00	Director	$0	$0	$0
DAN DENK	DIRECTOR	2.00	Director	$0	$0	$0
DAN LYNN	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE FELKER	SECRETARY	5.00	Officer	$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
2024	$505,747	$502,674	$335,723	$3,073
2023	$425,642	$459,168	$298,878	$-33,526
2022	$307,992	$374,272	$321,722	$-66,280
2021	$410,544	$320,837	$387,921	$89,707
2020	$202,043	$276,062	$298,962	$-74,019
2019	$231,573	$245,309	$372,792	$-13,736
2018	$234,853	$207,348	$387,708	$27,505

CELEBRATION EDUCATION FUND