EDUCATIONAL FOUNDATION OF BIRCHWOOD INC (EIN 300134186) - 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

2003

Legal Domicile

Phone

7157908680

Tax Period

2023-07-01 to 2024-06-30

EDUCATIONAL FOUNDATION OF BIRCHWOOD INC, founded in 2003, is a small nonprofit in the Education sector that reported $238K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $151K, a strong 63% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR INNOVATIVE EDUCATIONAL PROGRAMS & PROJECTS

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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 $72,557

Program Service Revenue $0

Investment Income $93,709

Other Revenue $71,572

TOTAL REVENUE $237,838

Expense Breakdown

Grants Paid $83,720

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,720

Other Expenses $3,513

TOTAL EXPENSES $87,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,838	$215,979	+0.1%
Expenses	$87,233	$131,266	-0.3%
Net Income	$150,605	$84,713	+0.8%

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
Brad Waznik	President	3.00	Officer Director	$0	$0	$0
Sam Racine	VP	3.00	Officer Director	$0	$0	$0
Jenny Landes	Secretary	3.00	Officer Director	$0	$0	$0
Michael Bock	Treasurer	3.00	Officer Director	$0	$0	$0
Jenifer Mason	Director	3.00	Director	$0	$0	$0
JoAnn Mertens	Asst Treasurer	3.00	Officer Director	$0	$0	$0
Mark Nelson	Director	3.00	Director	$0	$0	$0
Jessica Hayes	Director	3.00	Director	$0	$0	$0
Diane Schobert	Director	3.00	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	No data	No data	No data	No data
2024	$237,838	$87,233	$1,957,677	$150,605
2023	$215,979	$131,266	$1,699,714	$84,713
2022	$195,065	$94,648	$1,574,488	$100,417
2021	$324,048	$135,180	$1,702,360	$188,868
2020	$781,587	$23,013	$1,296,328	$758,574

EDUCATIONAL FOUNDATION OF BIRCHWOOD INC