HELPING EVERYONE REACH OUTSTANDING EDUCATIONAL SUCCESS (EIN 463401959) - 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

KIM REED

Phone

9726635853

Tax Period

2023-01-01 to 2023-12-31

HELPING EVERYONE REACH OUTSTANDING EDUCATIONAL SUCCESS, founded in 2013, is a community nonprofit in the Diseases & Disorders sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 7% surplus.

Mission

TO PROVIDE SOCIAL, EDUCATIONAL, AND VOCATIONAL OPPORTUNITIES AND LIFELONG LEARNING FOR INDIVIDUALS WITH ALL LEVELS OF SPECIAL NEEDS THAT HELP EVERYONE REACH OUTSTANDING EDUCATIONAL SUCCESS.

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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 $141,250

Program Service Revenue $868,097

Investment Income $22,430

Other Revenue $461,719

TOTAL REVENUE $1,493,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $767,552

Fundraising Expenses $838

Program Expenses $1,118,482

Other Expenses $622,690

TOTAL EXPENSES $1,390,242

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,493,496	$1,104,007	+0.4%
Expenses	$1,390,242	$1,157,479	+0.2%
Net Income	$103,254	$-53,472	-2.9%

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

150

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

$78,000

Total Directors

$78,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH SCHILLING	VICE CHAIR	30.00	Officer Director	$39,000	$0	$39,000
KIM REED	TREASURER	30.00	Officer Director	$39,000	$0	$39,000
PETE SCHAFFER	DIRECTOR	0.50	Officer Director	$0	$0	$0
LEE WEINER	VICE TREASURER	1.50	Officer Director	$0	$0	$0
RAY UPTON	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
BEN JARRELL	DIRECTOR	0.50	Officer Director	$0	$0	$0
NICK BRIGNOLA	DIRECTOR	0.50	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	$1,493,496	$1,390,242	$534,037	$103,254
2022	$1,104,007	$1,157,479	$420,076	$-53,472
2021	$1,232,185	$940,320	$487,678	$291,865
2020	$844,161	$879,031	$291,447	$-34,870
2019	$1,168,955	$1,363,765	$246,660	$-194,810
2018	$1,230,971	$1,141,112	$442,003	$89,859

HELPING EVERYONE REACH OUTSTANDING EDUCATIONAL SUCCESS