STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE (EIN 300231116) - 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

Principal Officer

MARY SUZANNE DONOVAN

Phone

2022238555

Tax Period

2024-01-01 to 2024-12-31

STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE, founded in 2003, is a community nonprofit in the Science & Technology sector that reported $3.4M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 4% surplus.

Mission

TO GENERATE INNOVATIVE, SCALABLE SOLUTIONS TO OUR SCHOOLS' MOST PRESSING PROBLEMS THROUGH SUSTAINED COLLABORATIONS AMONG EDUCATORS, RESEARCHERS, AND DESIGNERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,011,946

Program Service Revenue $335,799

Investment Income $40,651

Other Revenue $0

TOTAL REVENUE $3,388,396

Expense Breakdown

Grants Paid $524,101

Salaries & Benefits $2,052,157

Fundraising Expenses $5,849

Program Expenses $2,722,023

Other Expenses $683,959

TOTAL EXPENSES $3,260,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,388,396	$3,472,063	0.0%
Expenses	$3,260,217	$3,618,655	-0.1%
Net Income	$128,179	$-146,592	-1.9%

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

$376,871

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE SNOW	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
PHIL DARO	VICE CHAIRPE	2.00	Officer Director	$0	$0	$0
STEVE CARNEVALE	TREASURER	2.00	Officer Director	$0	$0	$0
FRANCISCO ESCOBEDO	SECRETARY	2.00	Officer Director	$0	$0	$0
BRUCE ALBERTS - EXECUTIVE	BOARD MEMBER	2.00	Director	$0	$0	$0
BILL HONIG - EXECUTIVE	BOARD MEMBER	2.00	Director	$0	$0	$0
NICOLE PATTON-TERRY - EXECUTIVE	BOARD MEMBER	2.00	Director	$0	$0	$0
CAREY WRIGHT	BOARD MEMBER	2.00	Director	$0	$0	$0
LOUIS GOMEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICK BRENNAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GLORIA LADSON-BILLINGS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY SUZANNE DONOVAN	EXECUTIVE DI	37.50	Key Emp	$329,445	$47,426	$376,871
MATTHEW ELLINGER	DIRECTOR OF	37.50	Highest	$160,811	$32,388	$193,199
MARGARET TROYER - DIRECTOR	LITERACY R&D	37.50	Highest	$136,604	$15,740	$152,344
ALEXANDRA HUYGHE	ASSISTANT DI	37.50	Highest	$120,426	$28,485	$148,911
DAVID DUDLEY - ILLUSTRATOR	& CONTENT D	37.50	Highest	$113,347	$25,234	$138,581
BEVERLY HOFFMASTER - DIRECTOR	OF OPERATION	37.50	Highest	$109,032	$43,467	$152,499

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	$3,388,396	$3,260,217	$1,303,328	$128,179
2023	$3,472,063	$3,618,655	$1,147,791	$-146,592
2022	$2,179,455	$2,473,858	$1,326,676	$-294,403
2021	$2,298,036	$2,415,912	$1,495,302	$-117,876
2021	$2,283,861	$2,415,912	$1,566,464	$-132,051
2020	$2,558,161	$3,080,616	$1,738,916	$-522,455
2020	$2,472,824	$3,080,616	$1,653,579	$-607,792
2019	$4,185,136	$3,578,192	$2,391,725	$606,944
2018	$4,087,915	$3,269,530	$1,705,918	$818,385

STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE