EDUCATIONAL HOLDINGS FOUNDATION INC (EIN 462564773) - 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

2013

Legal Domicile

Principal Officer

WILLIAM C WREN

Phone

4042334339

Tax Period

2021-01-01 to 2021-12-31

EDUCATIONAL HOLDINGS FOUNDATION INC, founded in 2013, is a small nonprofit that reported $100K in total revenue in fiscal year 2021. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $94K, a strong 94% operating margin.

Mission

THE EDUCATIONAL HOLDINGS FOUNDATION, OPERATES EXCLUSIVELY TO SERVE THE NEEDS AND INTERESTS OF DREW CHARTER SCHOOL, INC., AND OTHER PUBLICLY SUPPORTED ORGANIZATIONS WHICH PROMOTE THE EDUCATION AND WELFARE OF THE RESIDENTS OF THE EAST LAKE COMMUNITY IN ATLANTA, GA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $0

Investment Income $0

Other Revenue $500

TOTAL REVENUE $100,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,300

Other Expenses $6,335

TOTAL EXPENSES $6,335

Year-over-Year Comparison

	2021	2020	Change
Revenue	$100,500	$206,764	-0.5%
Expenses	$6,335	$1,865,816	-1.0%
Net Income	$94,165	$-1,659,052	-1.1%

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
LAWRENCE SCHALL	DIRECTOR & CHAIR	1.00	Officer Director	$0	$0	$0
CYNTHIA KUHLMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY J GIORNELLI	PRESIDENT	1.00	Officer	$0	$0	$0
AMY CLARKE	SECRETARY	1.00	Officer	$0	$0	$0
SAM MOSS	TREASURER	1.00	Officer	$0	$0	$0
WILLIAM C WREN	VICE PRESIDENT	1.00	Officer	$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
2021	$100,500	$6,335	No data	$94,165
2020	$206,764	$1,865,816	$55,308,290	$-1,659,052
2019	$430,821	$1,909,825	$57,096,240	$-1,479,004
2018	$242,821	$1,897,618	$58,517,543	$-1,654,797

EDUCATIONAL HOLDINGS FOUNDATION INC