SUCCESS IN EDUCATION FOUNDATION (EIN 453567196) - 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

2012

Legal Domicile

Principal Officer

ERIN TRANBEATH-MURRAY

Phone

8012573577

Tax Period

2023-07-01 to 2024-06-30

SUCCESS IN EDUCATION FOUNDATION, founded in 2012, is a community nonprofit in the Youth Development sector that reported $3.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $4.6M exceeded revenue, resulting in a 17% operating deficit.

Mission

PROMOTE EXCELLENCE IN EDUCATION AND HELP UTAH STUDENTS PREPARE FOR POST- SECONDARY EDUCATION.

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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 $3,816,114

Program Service Revenue $0

Investment Income $125,920

Other Revenue $6,683

TOTAL REVENUE $3,948,717

Expense Breakdown

Grants Paid $386,249

Salaries & Benefits $1,519,195

Fundraising Expenses $665,056

Program Expenses $3,584,236

Other Expenses $2,711,793

TOTAL EXPENSES $4,617,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,948,717	$3,510,674	+0.1%
Expenses	$4,617,237	$4,792,349	0.0%
Net Income	$-668,520	$-1,281,675	-0.5%

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

223

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

$257,221

Total Directors

$257,221

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD L FOLKERSON	PRESIDENT/EX	40.00	Officer Director	$180,992	$6,990	$187,982
KAITLIN DIETRICH	SECRETARY	40.00	Officer Director	$59,462	$9,777	$69,239
KATHARINE B GARFF	CHAIR	2.00	Officer Director	$0	$0	$0
JAMES J JARDINE	BOARD MEMBER	1.00	Director	$0	$0	$0
NOLAN E KARRAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSELIE B ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF STEPHENS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PETERSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
RON JIBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM CAMPBELL	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	$3,948,717	$4,617,237	$5,009,401	$-668,520
2023	$3,510,674	$4,792,349	$5,601,782	$-1,281,675
2022	$3,601,243	$3,923,905	$6,961,359	$-322,662
2021	$8,489,669	$3,250,400	$7,564,005	$5,239,269
2020	$2,592,136	$2,465,394	$2,174,463	$126,742
2019	$2,728,613	$2,470,864	$1,719,905	$257,749
2018	$2,091,149	$2,034,832	$1,454,070	$56,317

SUCCESS IN EDUCATION FOUNDATION