COMMUNITY EDUCATION FOUNDATION OF PORT (EIN 391864363) - 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

1996

Legal Domicile

Principal Officer

JEFFREY MORGAN

Phone

2622686080

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY EDUCATION FOUNDATION OF PORT, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $525K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 30% operating margin.

Mission

PROVIDE ASSISTANCE, MOSTLY IN THE FORM OF COLLEGE SCHOLARSHIPS, TO STUDENTS AND TEACHERS IN THE PORT WASHINGTON-SAUKVILLE 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 (2023)

Revenue Breakdown

Contributions & Grants $236,875

Program Service Revenue $0

Investment Income $287,800

Other Revenue $0

TOTAL REVENUE $524,675

Expense Breakdown

Grants Paid $323,800

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $41,228

TOTAL EXPENSES $365,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$524,675	$343,628	+0.5%
Expenses	$365,028	$339,456	+0.1%
Net Income	$159,647	$4,172	+37.3%

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

N/A

Independent Members

N/A

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
JEFFREYMORGAN	PRESIDENT	N/A	Officer	$0	$0	$0
JUSTIN BEHM	TREASURER	N/A	Officer	$0	$0	$0
ANGELA SIKOWSKI	SECRETARY	N/A	Officer	$0	$0	$0
DAWN WAGNER	VICE PRESIDENT	N/A	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
2023	$524,675	$365,028	$4,016,200	$159,647
2022	$343,628	$339,456	$3,856,553	$4,172
2021	$959,703	$382,016	$3,852,381	$577,687

COMMUNITY EDUCATION FOUNDATION OF PORT