DIMENSIONS EDUCATIONAL RESEARCH FOUNDATION (EIN 311511625) - 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

1967

Legal Domicile

Principal Officer

TARA SCHRODER

Phone

4024676112

Tax Period

2024-07-01 to 2025-06-30

DIMENSIONS EDUCATIONAL RESEARCH FOUNDATION, founded in 1967, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $3.5M exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDE RESEARCH BASED EDUCATIONAL RESOURCES TO CHILDREN, FAMILIES, AND EDUCATORS.

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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 $268,100

Program Service Revenue $2,149,736

Investment Income $116

Other Revenue $756,678

TOTAL REVENUE $3,174,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,099,339

Fundraising Expenses $54,100

Program Expenses $2,904,374

Other Expenses $1,404,651

TOTAL EXPENSES $3,503,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,174,630	$3,652,422	-0.1%
Expenses	$3,503,990	$4,081,991	-0.1%
Net Income	$-329,360	$-429,569	-0.2%

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

400

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

$309,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN NIMMO	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE BROWNE	DIRECTOR	1.00	Director	$0	$0	$0
MARY SWEENEY	SECRETARY	1.00	Officer Director	$0	$0	$0
KRISTIN TYNON	TREASURER	1.00	Officer Director	$0	$0	$0
DEB BUHRO	DIRECTOR	1.00	Director	$0	$0	$0
STAN HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE KIEWRA	DIRECTOR	1.00	Director	$0	$0	$0
KIM NALL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
IRIS CHIN PONTE	DIRECTOR	1.00	Director	$0	$0	$0
MISCHELLE SUAREZ	DIRECTOR	1.00	Director	$0	$0	$0
SARA NELSON	COO	40.00	Officer	$70,255	$134	$70,389
ANDREA KOBERSTEIN	CFO - FORMER	40.00	Officer	$50,306	$165	$50,471
TARA SCHROEDER	CEO	40.00	Officer	$90,134	$6,176	$96,310
JENNIFER SHINER	CIO	40.00	Officer	$92,016	$147	$92,163

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	$3,174,630	$3,503,990	$3,797,375	$-329,360
2024	$3,652,422	$4,081,991	$4,443,394	$-429,569
2023	$3,989,373	$4,065,137	$4,918,964	$-75,764
2022	$4,433,470	$4,485,591	$5,162,834	$-52,121
2021	$4,491,006	$4,319,580	$5,181,415	$171,426
2020	$4,456,705	$4,288,141	$4,905,661	$168,564
2019	$4,309,341	$4,386,482	$5,110,773	$-77,141
2018	$4,572,009	$4,408,048	$4,526,940	$163,961

DIMENSIONS EDUCATIONAL RESEARCH FOUNDATION