THE PUBLIC EDUCATION FOUNDATION INC (EIN 351959196) - 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

1995

Legal Domicile

Principal Officer

MIGUEL SALAZAR

Phone

5743936114

Tax Period

2024-07-01 to 2025-06-30

THE PUBLIC EDUCATION FOUNDATION INC, founded in 1995, is a small nonprofit in the Education sector that reported $386K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $117K, a strong 30% operating margin.

Mission

TO PROMOTE AND FUND INITIATIVES TO ENRICH LEARNING EXPERIENCES FOR THE STUDENTS AND STAFF OF THE SOUTH BEND COMMUNITY SCHOOL CORPORATION.

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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 $260,111

Program Service Revenue $0

Investment Income $124,270

Other Revenue $1,519

TOTAL REVENUE $385,900

Expense Breakdown

Grants Paid $113,563

Salaries & Benefits $74,494

Fundraising Expenses $22,079

Program Expenses $158,259

Other Expenses $80,571

TOTAL EXPENSES $268,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$385,900	$336,074	+0.1%
Expenses	$268,628	$418,071	-0.4%
Net Income	$117,272	$-81,997	-2.4%

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

$70,165

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAYTON BILL	DIRECTOR	1.00	Director	$0	$0	$0
WILBUR BOGGS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY BYRD	DIRECTOR	1.00	Director	$0	$0	$0
HOPE SMITH DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JORY FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
LORETTA FRANK	DIRECTOR	1.00	Director	$0	$0	$0
LATORYA GREENE	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY HARDWOOD	DIRECTOR	1.00	Director	$0	$0	$0
JENIFER HENECKE	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MILLIGAN	DIRECTOR	1.00	Director	$0	$0	$0
RUDY MONTERROSA	DIRECTOR	1.00	Director	$0	$0	$0
RANDY ROMPOLA	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
GLENDA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
AVIVA WULFSOHN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE FEFERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON JONES	TREASURER	1.00	Officer Director	$0	$0	$0
MIGUEL SALAZAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE CURTIS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLOTTE WALTERHOUSE	OPERATIONS MANAGER	40.00	Officer	$70,165	$0	$70,165

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	$385,900	$268,628	$3,242,700	$117,272
2024	$336,074	$418,071	$3,007,812	$-81,997
2023	$389,005	$383,055	$2,867,228	$5,950
2022	$514,070	$390,506	$2,636,976	$123,564
2021	$540,956	$358,170	$3,052,663	$182,786
2020	$390,418	$391,924	$2,373,447	$-1,506
2019	$460,895	$324,745	$2,328,630	$136,150

THE PUBLIC EDUCATION FOUNDATION INC