THE AED FOUNDATION INC (EIN 363784945) - 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

1991

Legal Domicile

Principal Officer

BRIAN MCGUIRE

Phone

6305740650

Tax Period

2023-01-01 to 2023-12-31

THE AED FOUNDATION INC, founded in 1991, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. The organization ran a surplus of $2.4M, a strong 55% operating margin.

Mission

THE AED FOUNDATION ENHANCES THE SUCCESS OF AED MEMBER COMPANIES BY ENCOURAGING CONTINUOUS LEARNING, PROVIDING EDUCATIONAL OPPORTUNITIES FOR TODAY'S EMPLOYEES AND IMPROVING THE QUANTITY AND QUALITY OF AVAILABLE EMPLOYEES FOR THE FUTURE.

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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 $3,306,495

Program Service Revenue $757,705

Investment Income $75,504

Other Revenue $198,965

TOTAL REVENUE $4,338,669

Expense Breakdown

Grants Paid $31,711

Salaries & Benefits $865,176

Fundraising Expenses $0

Program Expenses $1,035,292

Other Expenses $1,043,591

TOTAL EXPENSES $1,940,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,338,669	$4,125,761	+0.1%
Expenses	$1,940,478	$1,528,167	+0.3%
Net Income	$2,398,191	$2,597,594	-0.1%

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

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

$170,359

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY J WATTERS	CHAIRMAN	5.00	Officer Director	$0	$0	$0
DIANE BENCK	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DARREN GRAHSL	TREASURER	5.00	Officer Director	$0	$0	$0
JEFFREY SCOTT	PAST CHAIRMAN	5.00	Director	$0	$0	$0
JERRY DONLON	AED REPRESENTATIVE	5.00	Officer Director	$0	$0	$0
MICHAEL BRENNAN	DIRECTOR	5.00	Director	$0	$0	$0
WHIT PERRYMAN	DIRECTOR	5.00	Director	$0	$0	$0
SCOTT YOUNG	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL W JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
KENNY BISHOP	DIRECTOR	5.00	Director	$0	$0	$0
ADAM GILBERTSON	DIRECTOR	5.00	Director	$0	$0	$0
DAN FITZPATRICK	DIRECTOR	5.00	Director	$0	$0	$0
BUCK BAIRD	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN BERRY	DIRECTOR	5.00	Director	$0	$0	$0
JOEL DIMARCO	DIRECTOR	5.00	Director	$0	$0	$0
TERRYL LINDSEY	DIRECTOR	5.00	Director	$0	$0	$0
JOHN SOMERS	DIRECTOR	5.00	Director	$0	$0	$0
KRISTIN GIRARD	DIRECTOR	5.00	Director	$0	$0	$0
JIM HERON	DIRECTOR	5.00	Director	$0	$0	$0
BILL CHIMLEY	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN SHILLING	DIRECTOR	5.00	Director	$0	$0	$0
JIM KESSLER	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN MCGUIRE	PRESIDENT	0.00	Officer	$0	$0	$0
ROBERT HENDERSON	EMERITUS	40.00	Key Emp	$0	$0	$170,359

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	No data	No data	No data	No data
2023	$4,338,669	$1,940,478	$9,698,761	$2,398,191
2022	$4,125,761	$1,528,167	$6,931,539	$2,597,594
2021	$2,231,669	$1,246,069	$4,799,798	$985,600
2020	$1,030,329	$904,249	$3,529,121	$126,080
2019	$1,052,943	$977,827	$3,172,472	$75,116
2018	$1,013,333	$852,986	$2,855,307	$160,347

THE AED FOUNDATION INC