UPPER ARLINGTON EDUCATION FOUNDATION (EIN 311156964) - 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

1985

Legal Domicile

Principal Officer

ALICE FINLEY

Phone

6144875007

Tax Period

2024-01-01 to 2024-12-31

UPPER ARLINGTON EDUCATION FOUNDATION, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $634K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $160K, a strong 25% operating margin.

Mission

THE FOUNDATION PROVIDES FUNDING FOR SUPERIOR AND INNOVATIVE EDUCATIONAL PROGRAMS WHICH EXCEED THE SCHOOL DISTRICT'S FINANCIAL RESOURCES.

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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 $467,083

Program Service Revenue $0

Investment Income $131,524

Other Revenue $35,653

TOTAL REVENUE $634,260

Expense Breakdown

Grants Paid $171,061

Salaries & Benefits $225,971

Fundraising Expenses $14,721

Program Expenses $380,323

Other Expenses $77,505

TOTAL EXPENSES $474,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$634,260	$551,001	+0.2%
Expenses	$474,537	$441,981	+0.1%
Net Income	$159,723	$109,020	+0.5%

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

$94,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE FINLEY	EXECUTIVE DI	40.00	Officer	$94,800	$0	$94,800
BLAIR ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY BENNETT	TEACHER/ TRU	1.00	Director	$0	$0	$0
KATHLEEN COUGHLIN	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER DUFFY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FAURE	TRUSTEE	1.00	Director	$0	$0	$0
NICOLAS FORTKAMP	TRUSTEE	1.00	Director	$0	$0	$0
RUSS GOLOWIN	TRUSTEE	1.00	Director	$0	$0	$0
ANNE HOUSER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BOB HUNT	EX OFFICIO	1.00	Director	$0	$0	$0
BRANDEN JOE	TRUSTEE	1.00	Director	$0	$0	$0
TONY MACALUSO	TRUSTEE	1.00	Director	$0	$0	$0
BETH MAISENBACHER	TRUSTEE	1.00	Director	$0	$0	$0
MANDY MARKOFF	TRUSTEE	1.00	Director	$0	$0	$0
SAM MCCOY	TREASURER	1.00	Officer Director	$0	$0	$0
JENNY MCKENNA	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER OVERMYER	TRUSTEE	1.00	Director	$0	$0	$0
JON PARKER-JONES	TEACHER/ TRU	1.00	Director	$0	$0	$0
MITVA PATEL	TRUSTEE	1.00	Officer Director	$0	$0	$0
MATT PETERSEN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MEGAN SAYRES	TRUSTEE	1.00	Director	$0	$0	$0
JEFF SCHOENHERR	TRUSTEE	1.00	Director	$0	$0	$0
SPENCER SMITH	TEACHER/ TRU	1.00	Director	$0	$0	$0
MATT STOUT	TRUSTEE	1.00	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
2024	$634,260	$474,537	$3,565,530	$159,723
2023	$551,001	$441,981	$3,199,240	$109,020
2022	$81,030	$373,786	$2,798,882	$-292,756
2021	$857,901	$358,407	$3,274,173	$499,494
2020	$361,607	$294,253	$2,876,872	$67,354
2019	$429,285	$278,620	$2,827,411	$150,665
2018	$423,695	$341,534	$2,465,294	$82,161

UPPER ARLINGTON EDUCATION FOUNDATION