BEXLEY EDUCATION FOUNDATION (EIN 311463283) - 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

1996

Legal Domicile

Principal Officer

ADAM EISENBERG

Phone

6143382093

Tax Period

2024-07-01 to 2025-06-30

BEXLEY EDUCATION FOUNDATION, founded in 1996, is a small nonprofit in the Unknown sector that reported $738K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $315K, a strong 43% operating margin.

Mission

TO SUPPORT PROGRAMS AND PROJECTS THAT ELEVATE THE EDUCATIONAL EXPERIENCE AND MAINTAIN THE TRADITION OF EXCELLENCE IN THE BEXLEY CITY SCHOOLS.

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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 $440,395

Program Service Revenue $0

Investment Income $280,678

Other Revenue $16,530

TOTAL REVENUE $737,603

Expense Breakdown

Grants Paid $103,190

Salaries & Benefits $211,225

Fundraising Expenses $39,375

Program Expenses $301,205

Other Expenses $108,358

TOTAL EXPENSES $422,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$737,603	$599,584	+0.2%
Expenses	$422,773	$454,721	-0.1%
Net Income	$314,830	$144,863	+1.2%

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

$126,798

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM E EISENBERG	CHAIR	2.00	Officer Director	$0	$0	$0
ALEX MARSH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANGELA MUGLER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL AGRIESTI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOY P WALKER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JEFF SCHELLHAAS	TREASURER	2.00	Officer Director	$0	$0	$0
SOMMER SHEELY	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH SAXBE	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
HON CHRIS BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KATIE BUCCO	DIRECTOR	1.00	Director	$0	$0	$0
FRANCISCO CRESPO	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI DORN	DIRECTOR	1.00	Director	$0	$0	$0
BRENT T FOLEY	DIRECTOR	1.00	Director	$0	$0	$0
BATARDO GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY K HANNA	DIRECTOR	1.00	Director	$0	$0	$0
LARRY HELMAN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA HODGE	DIRECTOR/FACULTY REP	1.00	Director	$0	$0	$0
KATIE KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMY LAUERHASS	DIRECTOR	1.00	Director	$0	$0	$0
CARL L LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
ALISON MERZEL	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA POWERS	DIRECTOR	1.00	Director	$0	$0	$0
DR LORI GERSTEIN RAMSEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN RUSSO	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SAAD	DIRECTOR/CITY COUNCIL REP	1.00	Director	$0	$0	$0
STEVE WERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ROSS	DIRECTOR (THRU 08/24)	1.00	Director	$0	$0	$0
ERIC WASSERSTROM	DIRECTOR (THRU 08/24)	1.00	Director	$0	$0	$0
PAMELA GLASGOW	EXECUTIVE DIRECTOR	40.00	Officer	$126,798	$0	$126,798

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	$737,603	$422,773	$6,566,764	$314,830
2024	$599,584	$454,721	$5,801,497	$144,863
2023	$695,816	$634,291	$5,156,672	$61,525
2022	$859,051	$726,289	$4,930,982	$132,762
2021	$1,066,157	$591,609	$5,624,260	$474,548
2020	$539,910	$469,261	$4,485,951	$70,649
2019	$752,413	$401,528	$4,355,442	$350,885
2018	$556,663	$487,621	$3,925,138	$69,042

BEXLEY EDUCATION FOUNDATION