CHICAGO EDUCATION PARTNERSHIP

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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

MICHAEL ROGERS

Phone

3126839695

Tax Period

2024-07-01 to 2025-06-30

CHICAGO EDUCATION PARTNERSHIP, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $14.8M in total revenue in fiscal year 2024. Expenses of $14.4M left a modest 3% surplus.

Mission

TO CREATE A SCHOOL THAT DRAMATICALLY TRANSFORMS THE LIVES OF K-8 STUDENTS AND PREPARES THEM FOR SUCCESS IN COLLEGE AND IN LIFE THROUGH: THE DELIVERY OF A RIGOROUS AND PERSONALIZED ACADEMIC PROGRAM, A FOCUS ON HOLISTIC EDUCATION, AND THE DEVELOPMENT OF STRONG CHARACTER.

Program Service Accomplishments

Program 1

Expenses: $13,103,075 Revenue: $1,067,432

CREATING A SCHOOL THAT DRAMATICALLY TRANSFORMS THE LIVES OF K-8 STUDENTS AND PREPARES THEM FOR SUCCESS IN COLLEGE AND IN LIFE THROUGH: THE DELIVERY OF A RIGOROUS AND PERSONALIZED ACADEMIC PROGRAM, A FOCUS ON HOLISTIC EDUCATION, AND THE DEVELOPMENT OF STRONG CHARACTER.DURING THE YEAR ENDED JUNE 30, 2025, THE SCHOOL SERVED APPROXIMATELY 749 STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $13,574,494

Program Service Revenue $1,067,432

Investment Income $153,166

Other Revenue $8,298

TOTAL REVENUE $14,803,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,946,464

Fundraising Expenses $95,135

Program Expenses $13,103,075

Other Expenses $4,409,835

TOTAL EXPENSES $14,356,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,803,390	$14,495,961	+0.0%
Expenses	$14,356,299	$13,792,521	+0.0%
Net Income	$447,091	$703,440	-0.4%

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

151

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

$317,376

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNITA TRAVIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
VIVETTE PAYNE	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAMIEN HOWARD	TREASURER	1.00	Officer Director	$0	$0	$0
MIKA KRAUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
MALCOLM BRYANT	PARENT REPRESENTATIVE	1.00	Director	$0	$0	$0
MICHAEL ROGERS	EXECUTIVE DIRECTOR	40.00	Officer	$248,271	$69,105	$317,376
LARITA HENRY	ELEMENTARY SCHOOL PRINCIPAL	40.00	Highest	$141,682	$36,028	$177,710
KERRY BARTHOLOMEW	ASSISTANT PRINCIPAL	40.00	Highest	$108,025	$4,725	$112,750
MICHELL EDWARDS-HICKS	MIDDLE SCHOOL PRINCIPAL	40.00	Highest	$114,100	$20,684	$134,784
LISA RUSEN	DIRECTOR OF SCHOOL CULTURE	40.00	Highest	$101,010	$15,480	$116,490
ALEXANDRA WAZNY	ASSISTANT PRINCIPAL	40.00	Highest	$103,395	$16,377	$119,772

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
2025	$14,803,390	$14,356,299	$9,296,304	$447,091
2024	$14,495,961	$13,792,521	$9,815,063	$703,440
2023	$12,711,313	$13,751,907	$9,856,766	$-1,040,594
2022	$11,929,618	$11,097,226	$4,702,841	$832,392
2021	$9,286,755	$7,874,579	$3,650,699	$1,412,176
2020	$6,730,330	$6,705,662	$2,784,350	$24,668
2019	$5,631,797	$5,588,918	$1,912,636	$42,879
2018	$4,626,899	$4,003,313	$1,751,517	$623,586