Upper Country Education Foundation Inc (EIN 453569836) - 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

Legal Domicile

Principal Officer

CRISTY CROCCO

Phone

2082573491

Tax Period

2024-01-01 to 2024-12-31

Upper Country Education Foundation Inc is a small nonprofit in the Education sector that reported $114K in total revenue in fiscal year 2024. Revenue surged 2036% from the prior year, signaling strong growth momentum. Expenses of $129K exceeded revenue, resulting in a 13% operating deficit.

Mission

To enrich the education of the students in the Cambridge School District by providing financial support, additional resources, and opportunities for community collaboration.

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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 $105,855

Program Service Revenue $0

Investment Income $0

Other Revenue $8,555

TOTAL REVENUE $114,410

Expense Breakdown

Grants Paid $128,288

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,288

Other Expenses $857

TOTAL EXPENSES $129,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,410	$5,357	+20.4%
Expenses	$129,145	$68,180	+0.9%
Net Income	$-14,735	$-62,823	-0.8%

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
Christy Crocco	Director	1.00	Director	$0	$0	$0
JUDY WALTERS	Director	1.00	Director	$0	$0	$0
Mary Beth Schwartz	Director	1.00	Director	$0	$0	$0
Jackie Edwards	Director	1.00	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	$114,410	$129,145	$250,510	$-14,735
2023	$5,357	$68,180	$262,313	$-62,823
2022	$201,852	$20,388	$325,136	$181,464
2021	$5,314	$92,577	$143,672	$-87,263
2020	$204,261	$129,723	$230,935	$74,538

Upper Country Education Foundation Inc