PELICAN EDUCATION FOUNDATION (EIN 272603306) - 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

2010

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

PELICAN EDUCATION FOUNDATION, founded in 2010, is a small nonprofit in the Education sector that reported $256K in total revenue in fiscal year 2022. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 30% operating margin.

Mission

TO STRENGTHEN SCHOOL BY ENHANCING STUDENT EXPERIENCES AND EDUCATIONAL OPPORTUNITIES AND GENERATE RESOURCES TO BROADLY ADVANCE CURRICULAR AND CO-CURRICULAR ACTIVITIES IN TRADITIONAL AND INNOVATIVE WAYS.

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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 $251,840

Program Service Revenue $0

Investment Income $3,761

Other Revenue $0

TOTAL REVENUE $255,601

Expense Breakdown

Grants Paid $7,173

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,155

Other Expenses $171,810

TOTAL EXPENSES $178,983

Year-over-Year Comparison

	2022	2021	Change
Revenue	$255,601	$100,704	+1.5%
Expenses	$178,983	$16,729	+9.7%
Net Income	$76,618	$83,975	-0.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KAREN STRICKLAND	BOARD MEMBER	Director	$0	$0	$0
CHRISTOPHER SYRNYK	BOARD MEMBER	Director	$0	$0	$0
TONY SWAN	BOARD MEMBER	Director	$0	$0	$0
CARLOS SORIANO	BOARD MEMBER	Director	$0	$0	$0
TONIE KELLOM	BOARD MEMBER	Director	$0	$0	$0
KEITH BROWN	BOARD MEMBER	Director	$0	$0	$0
ANNE KEYSER	SECRETARY	Director	$0	$0	$0
KEVIN GARRETT	PRESIDENT	Director	$0	$0	$0
WILL SARGENT	TREASURER	Director	$0	$0	$0
BILL JENNINGS	BOARD MEMBER	Director	$0	$0	$0
MIKE MOORE	BOARD MEMBER	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	$255,601	$178,983	$221,260	$76,618

PELICAN EDUCATION FOUNDATION