THE EDUCATION FOUNDATION

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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

1999

Legal Domicile

Principal Officer

CATHLEEN C RAFFAELI

Phone

4124536272

Tax Period

2023-07-01 to 2024-06-30

THE EDUCATION FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $216K in total revenue in fiscal year 2023. Revenue surged 5504% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 91% operating margin.

Mission

FOUNDED IN 1999, THE EDUCATION FOUNDATION WAS CREATED TO PROVIDE RESEARCH, DIRECT SERVICES, AND OFFER SCHOLARSHIPS TO ADVANCE EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $2,539

THE EDUCATION FOUNDATION IS AN ORGANIZATION THAT IS COMMITTED TO PROVIDING OPPORTUNITIES TO THOSE WHO WANT TO LEARN, IMPROVE, AND SUCCEED.

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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 $213,300

Program Service Revenue $0

Investment Income $3,196

Other Revenue $0

TOTAL REVENUE $216,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54

Fundraising Expenses $0

Program Expenses $2,539

Other Expenses $19,932

TOTAL EXPENSES $19,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,496	$3,863	+55.0%
Expenses	$19,986	$109,186	-0.8%
Net Income	$196,510	$-105,323	-2.9%

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

N/A

Volunteers

N/A

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
DENNIS CARIELLO	MEMBER	N/A	Director	$0	$0	$0
ROBERT LYTLE	MEMBER	N/A	Director	$0	$0	$0
CATHLEEN C RAFFAELI	CHAIR	N/A	Officer Director	$0	$0	$0
ANDREW WECKMAN	MEMBER	N/A	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	$7,425	$26,770	$1,093,563	$-19,345
2024	$216,496	$19,986	$1,114,200	$196,510
2023	$3,863	$109,186	$855,943	$-105,323
2022	$12,935	$117,848	$913,028	$-104,913
2021	$9,345	$77,273	$1,051,361	$-67,928
2020	$28,152	$63,965	$1,048,617	$-35,813
2019	$29,515	$100,330	$1,080,566	$-70,815
2018	$149,546	$184,304	$1,133,098	$-34,758
2018	$131,398	$167,382	$1,133,098	$-35,984