FOUNDATION FOR EDUCATIONAL EXCELLE… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

ANDY SMALLWOOD

Phone

8152752292

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 1986, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $17K, a strong 24% operating margin.

Mission

TO PROVIDE A LONG TERM, SELF SUSTAINING ENDOWMENT FUND TO ENHANCE EXISTING PROGRAMS AND TO SUPPORT SPECIAL PROGRAMS, PROJECTS, TRAINING, ACTIVITIES AND SERVICES WHICH HAVE NOT OR CANNOT BE FUNDED THROUGH EXISTING PUBLIC SCHOOL REVENUE SOURCES.

Program Service Accomplishments

Program 1

Expenses: $38,983

SUPPORT OF EDUCATIONAL PROGRAMS THROUGH THE PURCHASE OF SUPPLIES, PROVIDE FINANCIAL ASSISTANCE, AND FOSTER INVOLVEMENT IN THE SCHOOL DISTRICT

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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 $10,930

Program Service Revenue $0

Investment Income $48,416

Other Revenue $11,350

TOTAL REVENUE $70,696

Expense Breakdown

Grants Paid $38,983

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,983

Other Expenses $14,642

TOTAL EXPENSES $53,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,696	$59,512	+0.2%
Expenses	$53,625	$67,806	-0.2%
Net Income	$17,071	$-8,294	-3.1%

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
SALLY HUGGINS	DIRECTOR	2.00	Director	$0	$0	$0
LYNN EDWARDS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JASON SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
MIKE BEARDSWORTH	SECRETARY	1.00	Officer Director	$0	$0	$0
MOLLY BRAUER	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS DARGEL	DIRECTOR	1.00	Director	$0	$0	$0
JANELL HARTJE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HELM	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE GETSCHEL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SMALLWOOD	PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMRA SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
DR JON STRUTZENBERG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TOWNSEND	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BEAMAN	DIRECTOR	1.00	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
2025	$70,696	$53,625	$1,335,389	$17,071
2024	$59,512	$67,806	$1,252,802	$-8,294
2023	$57,683	$50,271	$1,170,615	$7,412
2022	$90,476	$57,486	$1,095,541	$32,990
2021	$61,732	$16,419	$1,233,264	$45,313
2020	$29,566	$30,739	$955,263	$-1,173
2019	$28,495	$42,137	$926,469	$-13,642
2018	$32,802	$43,462	$907,622	$-10,660

FOUNDATION FOR EDUCATIONAL EXCELLENCE