SPECIAL EDUCATION FOUNDATION (EIN 431328026) - 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

TIM EBY

Phone

3143947030

Tax Period

2024-07-01 to 2025-06-30

SPECIAL EDUCATION FOUNDATION, founded in 1991, is a small nonprofit that reported $578K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $701K exceeded revenue, resulting in a 21% operating deficit.

Mission

ASSIST STUDENTS WITH DISABILITIES IN ST LOUIS COUNTY IN ACHIEVING SUCCESS IN WAYS NOT NOT SUPPORTED BY TAX DOLLARS.

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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 $558,625

Program Service Revenue $0

Investment Income $34,054

Other Revenue $-14,903

TOTAL REVENUE $577,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,858

Fundraising Expenses $166,239

Program Expenses $399,557

Other Expenses $390,926

TOTAL EXPENSES $700,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$577,776	$492,483	+0.2%
Expenses	$700,784	$644,459	+0.1%
Net Income	$-123,008	$-151,976	-0.2%

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

$128,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA BURKE	CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL CORRY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
F MICHEAL LACKEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD CARVER	TREASURER	2.00	Officer Director	$0	$0	$0
TODD STREFF	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBBIE BENTELE	PRESIDENT EMERITA	1.00	Director	$0	$0	$0
ANNE MARIE APOLLO-NOEL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL BARBERCHECK	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC CRIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFFREY GRAMMER	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACEY HECKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE KUHL	BOARD MEMBER	1.00	Director	$0	$0	$0
SEKHAR NADELLA	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLEN PALMQUIST JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYLYNN PRUITT-ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM SHORTAL	BOARD MEMBER	1.00	Director	$0	$0	$0
EUGENE TOOMBS	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM EBY	EXECUTIVE DIRECTOR	40.00	Officer	$128,750	$0	$128,750

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
2025	$577,776	$700,784	$700,533	$-123,008
2024	$492,483	$644,459	$838,252	$-151,976
2023	$626,164	$601,103	$914,683	$25,061
2022	$422,799	$447,348	$688,184	$-24,549
2021	$596,226	$440,297	$822,175	$155,929
2020	$470,373	$453,240	$551,455	$17,133
2019	$617,061	$555,770	$542,228	$61,291
2018	$468,384	$467,955	$509,874	$429

SPECIAL EDUCATION FOUNDATION