Partnership for Educational Excellence (EIN 371307279) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

John Fassero

Phone

6183626273

Tax Period

2023-01-01 to 2023-12-31

Partnership for Educational Excellence, founded in 1993, is a small nonprofit in the Education sector that reported $125K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 34% operating margin.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $44,271

Program Service Revenue $0

Investment Income $74,021

Other Revenue $6,616

TOTAL REVENUE $124,908

Expense Breakdown

Grants Paid $73,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,000

Other Expenses $9,975

TOTAL EXPENSES $82,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,908	$162,283	-0.2%
Expenses	$82,975	$75,180	+0.1%
Net Income	$41,933	$87,103	-0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
John Fassero	President	Officer	$0	$0	$0
Nanci Grandone	Director	Director	$0	$0	$0
Donna Prevedell	Vice President	Officer	$0	$0	$0
Carole Scheller	Director	Director	$0	$0	$0
Rose Marie Tebbe	Treasurer	Officer	$0	$0	$0
Katie Ronald	Director	Director	$0	$0	$0
Rosie Emmenderfer	Secretary	Officer	$0	$0	$0
Julie Zirkelbach	Director	Director	$0	$0	$0
Susan Stromsland	Director	Director	$0	$0	$0
Mary Kay Griffel	Director	Director	$0	$0	$0
Kenny Tebbe	Director	Director	$0	$0	$0
Ann Marie Bauer Ross	Director	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
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