INDIANA ASSOCIATION OF PUBLIC EDUCATION FOUNDATIONS INCORPORATED (EIN 352143195) - 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

2001

Legal Domicile

Principal Officer

Adrianne Young

Phone

3176611482

Tax Period

2023-01-01 to 2023-12-31

INDIANA ASSOCIATION OF PUBLIC EDUCATION FOUNDATIONS INCORPORATED, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $224K in total revenue in fiscal year 2023. Revenue surged 897% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 76% operating margin.

Mission

Public charity providing education to Indiana's K-12 public education foundations.

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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 $204,519

Program Service Revenue $19,531

Investment Income $57

Other Revenue $0

TOTAL REVENUE $224,107

Expense Breakdown

Grants Paid $20,501

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,817

Other Expenses $32,316

TOTAL EXPENSES $52,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,107	$22,469	+9.0%
Expenses	$52,817	$32,924	+0.6%
Net Income	$171,290	$-10,455	-17.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephannie Bailey	Director	1	Director	$0	$0	$0
Rene Behrend	Director	1	Director	$0	$0	$0
Lyle Browne	Director	1	Director	$0	$0	$0
Nancy Hamblin	Director	1	Director	$0	$0	$0
Ashley Knott	Director	1	Director	$0	$0	$0
Angie McIntyre	Director	1	Director	$0	$0	$0
Jane Nichols	Director	1	Director	$0	$0	$0
Jennifer Ogle	Director	1	Director	$0	$0	$0
Emily Oliver-Jones	Director	1	Director	$0	$0	$0
Jennifer Penix	Director	1	Director	$0	$0	$0
Jennifer Turnblom	Director	1	Director	$0	$0	$0
Anne Wilson	Director	1	Director	$0	$0	$0
Lisa Baize	President	2	Officer	$0	$0	$0
Adriann Young	President-elect	1	Officer	$0	$0	$0
Justin Hirnisey	Treasurer	1	Officer	$0	$0	$0
Jennifer Raykow	Secretary	1	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
2023	$224,107	$52,817	$247,843	$171,290

INDIANA ASSOCIATION OF PUBLIC EDUCATION FOUNDATIONS INCORPORATED