Carnegie Project on the Education Doctorate (EIN 464093438) - 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

Jill Perry

Phone

4126487428

Tax Period

2023-07-01 to 2024-06-30

Carnegie Project on the Education Doctorate, founded in 2013, is a small nonprofit in the Education sector that reported $467K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $77K, a strong 17% operating margin.

Mission

CPED is organized exclusively for educational and scientific purposes to strengthen, improve, support and promote the CPED framework through continued collaboration and investigation.

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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 $0

Program Service Revenue $455,400

Investment Income $11,374

Other Revenue $0

TOTAL REVENUE $466,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,348

Other Expenses $389,429

TOTAL EXPENSES $389,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$466,774	$429,588	+0.1%
Expenses	$389,429	$451,232	-0.1%
Net Income	$77,345	$-21,644	-4.6%

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
David Rock	Board Member	2.00	Director	$0	$0	$0
Gatane Jean-Marie	Chair	2.00	Officer Director	$0	$0	$0
Stanton Wortham	Vice Chair	2.00	Officer Director	$0	$0	$0
William Crawley	Board Member	2.00	Director	$0	$0	$0
Carole Basile	Treasurer	2.00	Officer Director	$0	$0	$0
Marvin Lynn	Board Member	2.00	Director	$0	$0	$0
Chinaka DomNwachuka	Board Member	2.00	Director	$0	$0	$0
Gretchen Givens Generett	Board Member	2.00	Director	$0	$0	$0
Alma Rodriguez	Board Member	2.00	Director	$0	$0	$0
Sara Ewell	Board Member	2.00	Director	$0	$0	$0
Paul LeMahieu	Board Member	2.00	Director	$0	$0	$0
Jill Perry PhD	Executive Dir.	15.00	Officer Director	$0	$0	$0
Nathan Murata	Board Member	2.00	Director	$0	$0	$0
Kofi Lomotey	Secretary	2.00	Officer Director	$0	$0	$0
Eboni Zamani-Gallaher	Board Member	2.00	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
2025	No data	No data	No data	No data
2024	$466,774	$389,429	$676,115	$77,345
2023	$429,588	$451,232	$566,814	$-21,644
2022	$347,854	$225,837	$483,812	$122,017
2021	$288,651	$243,924	$384,525	$44,727
2020	$320,517	$334,289	$289,996	$-13,772
2019	$373,572	$422,362	$322,179	$-48,790
2018	$222,691	$232,266	$459,865	$-9,575

Carnegie Project on the Education Doctorate