Education Resource Partners Inc (EIN 463619486) - 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

Karen Dietrich

Phone

8563380966

Tax Period

2017-07-01 to 2018-06-30

Education Resource Partners Inc, founded in 2013, is a small nonprofit that reported $135K in total revenue in fiscal year 2017. Revenue decreased 12% compared to the prior year.

Mission

Provide academic enrichment and support programs for students in grades pre-K through 12. ERP also provides professional development and support services for teachers, support staff and families.

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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 $0

Program Service Revenue $135,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $135,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,500

Other Expenses $140,260

TOTAL EXPENSES $140,260

Year-over-Year Comparison

	2017	2016	Change
Revenue	$135,000	$153,024	-0.1%
Expenses	$140,260	$152,549	-0.1%
Net Income	$-5,260	$475	-12.1%

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
Dr Karen Dietrich	President	1.00	Officer Director	$0	$0	$0
Carol Pate	Vice President	0.20	Officer Director	$0	$0	$0
Joyce Miller	Treasurer	0.20	Officer Director	$0	$0	$0
Pamela Lawler-Rainey	Board Member	0.20	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
2018	$135,000	$140,260	$190,376	$-5,260

Education Resource Partners Inc