CANADIAN EDUCATION FOUNDATION (EIN 275246589) - 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

2011

Legal Domicile

Principal Officer

HEATH MITCHELL

Phone

8063232265

Tax Period

2023-01-01 to 2023-12-31

CANADIAN EDUCATION FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $145K in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 67% operating margin.

Mission

PARTNER WITH THE COMMUNITY TO PROVIDE RESOURCES TO ENRICH TEACHING, INSPIRE LEARNING, AND MAXIMIZE INNOVATIVE OPPORTUNITIES FOR STUDENTS.

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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 $77,078

Program Service Revenue $0

Investment Income $63,410

Other Revenue $4,777

TOTAL REVENUE $145,265

Expense Breakdown

Grants Paid $35,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,322

Other Expenses $13,095

TOTAL EXPENSES $48,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,265	$59,829	+1.4%
Expenses	$48,295	$46,505	+0.0%
Net Income	$96,970	$13,324	+6.3%

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

N/A

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
HEATH MITCHELL	President	2.00	Officer Director	$0	$0	$0
BECKY CHARMASSON WILSON	Secretary	2.00	Officer Director	$0	$0	$0
LYNN PULLIAM	Director	1.50	Director	$0	$0	$0
CHERYL HOHERTZ	VP OF FINANCE	2.00	Officer Director	$0	$0	$0
RYAN COOK	VP EVENTS	0.50	Officer Director	$0	$0	$0
HALEY WARD	VP EDUCATION	1.50	Officer Director	$0	$0	$0
COURTNEY TROLINGER	VP MARKETING	0.50	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$145,265	$48,295	$565,200	$96,970

CANADIAN EDUCATION FOUNDATION