FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC (EIN 455565952) - 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

2011

Legal Domicile

Principal Officer

YVONNE CHAO

Phone

3475279420

Tax Period

2017-07-01 to 2018-06-30

FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC, founded in 2011, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2017. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.7M, a strong 96% operating margin.

Mission

WORKS TO BUILD COALITIONS AND RUN CAMPAIGNS THAT CHANGE EDUCATION POLICY.

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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 (2017)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $0

Investment Income $0

Other Revenue $3,835,986

TOTAL REVENUE $3,840,986

Expense Breakdown

Grants Paid $23,859

Salaries & Benefits $60,280

Fundraising Expenses $594

Program Expenses $116,584

Other Expenses $67,745

TOTAL EXPENSES $151,884

Year-over-Year Comparison

	2017	2016	Change
Revenue	$3,840,986	$16,828,933	-0.8%
Expenses	$151,884	$21,543,646	-1.0%
Net Income	$3,689,102	$-4,714,713	-1.8%

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

119

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

$1,037,369

Total Directors

$185,127

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN LAWRENCE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
YVONNE CHAO	TREASURER	1.00	Officer Director	$0	$0	$0
MARK ARGOSH	DIRECTOR	1.00	Director	$0	$0	$0
DAWN FOYE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL APPELBAUM	DIRECTOR	1.00	Director	$0	$0	$0
RESHMA SINGH	CHIEF GROWTH OFFICER	13.00	Officer Director	$178,675	$6,452	$185,127
JEREMIAH KITTREDGE	CHIEF EXECUTIVE OFFICER	13.00	Officer	$192,499	$11,640	$204,139
KATHERINE CUNNINGHAM	CHIEF OPERATING OFFICER	13.00	Officer	$174,241	$20,852	$195,093
RICHARD KWON	CHIEF OF STAFF	13.00	Officer	$118,445	$11,234	$129,679
ABENA AGYEMANG	CHIEF OF STATES	13.00	Officer	$148,688	$15,644	$164,332
SEAN ANDERSON	CHIEF PROGRAM OFFICER	13.00	Officer	$151,012	$7,987	$158,999

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
2018	$3,840,986	$151,884	No data	$3,689,102

FAMILIES FOR EXCELLENT SCHOOLS - ADVOCACY INC