EDUCATIONAL EXCELLENCE FOUNDATION (EIN 382638321) - 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

1985

Legal Domicile

Principal Officer

SHARON RAGLAND-KEYS

Tax Period

2023-01-01 to 2023-12-31

EDUCATIONAL EXCELLENCE FOUNDATION, founded in 1985, is a small nonprofit in the Education sector that reported $242K in total revenue in fiscal year 2023. Revenue surged 140% from the prior year, signaling strong growth momentum. Expenses of $397K exceeded revenue, resulting in a 64% operating deficit.

Mission

HELPING STUDENTS ACHIEVE THEIR HIGHEST POTENTIAL THROUGH STRONG COMMUNITY PARTNERSHIPS THAT ENHANCE THE PLYMOUTH-CANTON COMMUNITY SCHOOLS EDUCATIONAL EXPERIENCE.

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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 $161,880

Program Service Revenue $0

Investment Income $80,447

Other Revenue $0

TOTAL REVENUE $242,327

Expense Breakdown

Grants Paid $227,285

Salaries & Benefits $86,196

Fundraising Expenses $17,210

Program Expenses $227,285

Other Expenses $83,185

TOTAL EXPENSES $396,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,327	$101,041	+1.4%
Expenses	$396,666	$262,036	+0.5%
Net Income	$-154,339	$-160,995	0.0%

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

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
JULIAN BROGGIO	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS PADEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTEN LAFOREST	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON BELOBRAIDICH	BOARD MEMBER	2.00	Director	$0	$0	$0
MICKEY EDELL	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY BETH REVESZ	SECRETARY	4.00	Officer Director	$0	$0	$0
PATRICK KEHOE	TREASURER	4.00	Officer Director	$0	$0	$0
HANOE GIBBONS	VICE CHAIR	4.00	Officer Director	$0	$0	$0
SHARON RAGLAND-KEYS	CHAIR	4.00	Officer 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
2024	No data	No data	No data	No data
2023	$242,327	$396,666	$797,004	$-154,339
2022	$101,041	$262,036	$951,343	$-160,995
2021	$184,016	$136,505	$1,112,338	$47,511
2020	$124,648	$237,312	$1,035,267	$-112,664
2019	$341,937	$379,351	$1,167,601	$-37,414
2018	$558,248	$698,553	$1,089,533	$-140,305

EDUCATIONAL EXCELLENCE FOUNDATION