ELLER EXECUTIVE EDUCATION (EIN 455322674) - 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

JEFFREY SCHATZBERG

Phone

5206260695

Tax Period

2024-07-01 to 2025-06-30

ELLER EXECUTIVE EDUCATION, founded in 2012, is a small nonprofit in the Education sector that reported $960K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 43% operating deficit.

Mission

TO ADVANCE THE MISSIONS OF THE ELLER COLLEGE OF MANAGEMENT AND UNIVERSITY OF ARIZONA THROUGH NON-CREDIT, NON-DEGREE PROGRAMS FOR BUSINESS, GOVERNMENT, AND NON-PROFIT LEADERS.

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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 $97,641

Program Service Revenue $862,489

Investment Income $0

Other Revenue $0

TOTAL REVENUE $960,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $302,290

Fundraising Expenses $0

Program Expenses $553,013

Other Expenses $1,067,293

TOTAL EXPENSES $1,369,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$960,130	$1,635,520	-0.4%
Expenses	$1,369,583	$1,756,896	-0.2%
Net Income	$-409,453	$-121,376	+2.4%

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

$1,027,015

Total Directors

$955,274

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SCHATZBERG	INTERIM PRESIDENT AS OF 04/2025	0.50	Officer Director	$0	$59,483	$603,060
ALAIN-PHILIPPE DURAND	DIRECTOR	0.30	Director	$0	$45,960	$352,214
HERMINIA MINNIE FRIAS	DIRECTOR	0.30	Director	$0	$0	$0
KARA FORNEY	DIRECTOR	0.30	Director	$0	$0	$0
SANJIV RASTOGI	DIRECTOR	0.30	Director	$0	$0	$0
BRAD SMIDT	DIRECTOR	0.30	Director	$0	$0	$0
GAIL ZODY-SERBIA	DIRECTOR	0.30	Director	$0	$0	$0
LIN QIAN	SECRETARY/TREASURER	0.50	Officer	$0	$27,420	$211,134
LUIGI PECORARO	EXECUTIVE DIRECTOR THRU 03/2025	40.00	Officer	$183,316	$29,505	$212,821

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	$960,130	$1,369,583	$325,527	$-409,453
2024	No data	No data	No data	No data
2023	$2,198,123	$1,637,903	$936,088	$560,220
2022	$1,918,675	$1,484,425	$1,066,636	$434,250
2021	$1,314,055	$1,059,364	$637,637	$254,691
2020	$959,250	$1,170,607	$91,327	$-211,357
2019	$1,346,937	$1,517,217	$282,396	$-170,280
2018	$1,485,026	$1,366,912	$370,727	$118,114

ELLER EXECUTIVE EDUCATION