HIGHLAND FOUNDATION FOR EDUCATIONAL EXCELLENCE INC (EIN 341930054) - 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

1999

Legal Domicile

Principal Officer

AL MORRISON

Phone

3307254517

Tax Period

2023-07-01 to 2024-06-30

HIGHLAND FOUNDATION FOR EDUCATIONAL EXCELLENCE INC, founded in 1999, is a small nonprofit in the Education sector that reported $380K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $81K, a strong 21% operating margin.

Mission

EDUCATIONAL SUPPORT & ENHANCEMENT

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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 $177,025

Program Service Revenue $0

Investment Income $42,965

Other Revenue $160,379

TOTAL REVENUE $380,369

Expense Breakdown

Grants Paid $153,440

Salaries & Benefits $89,079

Fundraising Expenses $0

Program Expenses $288,152

Other Expenses $56,371

TOTAL EXPENSES $298,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$380,369	$338,280	+0.1%
Expenses	$298,890	$270,695	+0.1%
Net Income	$81,479	$67,585	+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

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

$83,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA WRIGHT	EXECUTIVE DI	40.00	Director	$77,175	$6,000	$83,175
KIMBERLY BRAVER	SECRETARY	1.00	Officer	$0	$0	$0
BRUCE CARTER	VICE CHAIRMA	2.00	Officer	$0	$0	$0
AL MORRISON	CHAIRMAN	5.00	Officer	$0	$0	$0
MELISSA SHELTON	TREASURER	1.00	Officer	$0	$0	$0
RACHEL SHEPARD	TREASURER	2.00	Officer	$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
2025	No data	No data	No data	No data
2024	$380,369	$298,890	$2,302,101	$81,479
2023	$338,280	$270,695	$2,021,744	$67,585
2022	$432,035	$282,387	$1,814,873	$149,648
2021	$311,827	$287,328	$1,839,232	$24,499
2020	$780,253	$220,251	$1,516,329	$560,002
2019	$459,214	$171,331	$918,188	$287,883

HIGHLAND FOUNDATION FOR EDUCATIONAL EXCELLENCE INC