BOLD EDUCATION FUND INC (EIN 455369198) - 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

JANE KLEEB

Phone

4027053622

Tax Period

2023-01-01 to 2023-12-31

BOLD EDUCATION FUND INC, founded in 2012, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 316% from the prior year, signaling strong growth momentum. The organization ran a surplus of $352K, a strong 22% operating margin.

Mission

PROMOTING INTEREST IN AND ENCOURAGING DIALOGUE OF THE PUBLIC AT LARGE RELATED TO PROPERTY RIGHTS AND PROTECTING LAND AND WATER

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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 $1,578,635

Program Service Revenue $0

Investment Income $0

Other Revenue $2,861

TOTAL REVENUE $1,581,496

Expense Breakdown

Grants Paid $43,139

Salaries & Benefits $123,750

Fundraising Expenses $0

Program Expenses $1,110,578

Other Expenses $1,062,296

TOTAL EXPENSES $1,229,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,581,496	$380,406	+3.2%
Expenses	$1,229,185	$1,163,973	+0.1%
Net Income	$352,311	$-783,567	-1.4%

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

N/A

Volunteers

N/A

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

$165,000

Total Directors

$165,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM GENUNG	TREASURER	2.00	Officer Director	$0	$0	$0
JANE KLEEB	EXECUTIVE DIRECTOR	30.00	Officer Director	$123,750	$0	$165,000
RICK POORE	PRESIDENT	2.00	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
2024	No data	No data	No data	No data
2023	$1,581,496	$1,229,185	$579,951	$352,311
2018	$336,281	$342,786	$27,870	$-6,505

BOLD EDUCATION FUND INC