PRIVATE EDUCATION EMPLOYERS' TRUST (EIN 436422525) - 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

1992

Legal Domicile

Principal Officer

ELIZABETH MCDONALD

Phone

3142318066

Tax Period

2024-07-01 to 2025-06-30

PRIVATE EDUCATION EMPLOYERS' TRUST, founded in 1992, is a mid-sized nonprofit that reported $13.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE GROUP HEALTH INSURANCE COVERAGE TO PRIVATE SCHOOL EMPLOYEES.

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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 $0

Program Service Revenue $13,153,133

Investment Income $17,900

Other Revenue $0

TOTAL REVENUE $13,171,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,255,635

Other Expenses $23,501

TOTAL EXPENSES $13,279,136

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,171,033	$12,809,675	+0.0%
Expenses	$13,279,136	$12,810,278	+0.0%
Net Income	$-108,103	$-603	+178.3%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MCDONALD - FORSYTH SCHOOL	CHAIRMAN/TRUSTEE	0.75	Officer Director	$0	$0	$0
RYANN DILLON - RANKEN TECH	VICE CHAIR/TRUSTEE	0.75	Officer Director	$0	$0	$0
RACHEL FLAVIN - CHURCHILL SCHOOL	TRUSTEE	0.50	Director	$0	$0	$0
MICHELLE CHLEBOWSKI - JOHN BURROUGH	TRUSTEE (EFF 7/1/2025)	0.50	Director	$0	$0	$0
ROB KAMPEN - WHITFIELD SCHOOL	TRUSTEE	0.50	Director	$0	$0	$0
ADIL KHAN - LOGAN COLLEGE	TRUSTEE	0.50	Director	$0	$0	$0
DONNA PATE - ROSSMAN SCHOOL	TRUSTEE	0.50	Director	$0	$0	$0
HARRY MILES - MICDS	TRUSTEE	0.50	Director	$0	$0	$0
DONNA SCOTT - COMMUNITY SCHOOL	TRUSTEE	0.50	Director	$0	$0	$0
LORI FULFORD - JOHN BURROUGHS	TRUSTEE (THRU 6/30/2025)	0.50	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
2025	$13,171,033	$13,279,136	$286,286	$-108,103
2024	$12,809,675	$12,810,278	$375,279	$-603
2023	$12,407,098	$12,424,945	$375,882	$-17,847
2022	$12,211,417	$12,204,301	$393,729	$7,116
2021	$11,502,248	$11,493,485	$386,613	$8,763
2020	$10,672,168	$10,659,785	$377,850	$12,383
2019	$10,157,100	$10,146,280	$365,467	$10,820
2018	$9,883,844	$9,873,713	$354,647	$10,131

PRIVATE EDUCATION EMPLOYERS' TRUST