Partnership for Educational Excell… - 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

1993

Legal Domicile

Principal Officer

John Fassero

Phone

6183626273

Tax Period

2024-01-01 to 2024-12-31

Partnership for Educational Excellence, founded in 1993, is a small nonprofit in the Education sector that reported $134K in total revenue in fiscal year 2024. The organization ran a surplus of $38K, a strong 28% operating margin.

Mission

This organization is dedicated to improving educational opportunities in schools within the Gillespie, Illinois school district.

Program Service Accomplishments

Program 1

Expenses: $85,200

Scholarships and grants distributed to eligible schools and high school students within the Gillespie 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 $77,369

Program Service Revenue $0

Investment Income $41,623

Other Revenue $14,735

TOTAL REVENUE $133,727

Expense Breakdown

Grants Paid $85,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,200

Other Expenses $10,927

TOTAL EXPENSES $96,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,727	$124,908	+0.1%
Expenses	$96,127	$82,975	+0.2%
Net Income	$37,600	$41,933	-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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Nanci Grandone	Director	Director	$0	$0	$0
Carole Scheller	Director	Director	$0	$0	$0
Ruth Gill	Director	Director	$0	$0	$0
Julie Zirkelbach	Director	Director	$0	$0	$0
Susan Stromsland	Director	Director	$0	$0	$0
Kenny Tebbe	Director	Director	$0	$0	$0
Becky Hatlee	Director	Director	$0	$0	$0
John Fassero	President	Officer	$0	$0	$0
Donna Prevedell	Vice President	Officer	$0	$0	$0
Rosie Emmenderfer	Treasurer	Officer	$0	$0	$0
Mary Kay Griffel	Secretary	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
2024	$133,727	$96,127	$1,230,230	$37,600
2023	$124,908	$82,975	$1,037,058	$41,933
2022	$162,283	$75,180	$974,096	$87,103
2021	$239,468	$29,925	$889,933	$209,543
2020	$55,241	$27,675	$617,400	$27,566
2019	$62,796	$54,733	$588,576	$8,063
2018	$145,547	$49,059	$542,071	$96,488

Partnership for Educational Excellence