THE ILLUMINATORS EDUCATIONAL FOUNDATION (EIN 510618288) - 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

2007

Legal Domicile

Principal Officer

RICK STEVENSON

Phone

9099895867

Tax Period

2024-01-01 to 2024-12-31

THE ILLUMINATORS EDUCATIONAL FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $270K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $51K, a strong 19% operating margin.

Mission

PROVIDE SCHOLARSHIPS ON A MERIT AND/OR NEED BASIS

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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 $84,098

Program Service Revenue $0

Investment Income $138,372

Other Revenue $47,699

TOTAL REVENUE $270,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $155,176

Other Expenses $219,545

TOTAL EXPENSES $219,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$270,169	$396,925	-0.3%
Expenses	$219,545	$312,841	-0.3%
Net Income	$50,624	$84,084	-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

N/A

Volunteers

N/A

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
DAVE GROSSE	ADVISOR	4.00	Director	$0	$0	$0
WILLIE CROCKER	ADVISOR	4.00	Director	$0	$0	$0
VIC CHIONO	ADVISOR	4.00	Director	$0	$0	$0
SHELLY TRICKEL	SECRETARY	4.00	Officer	$0	$0	$0
RICK STEVENSON	VICE-PRESIDENT AND TREASUR	4.00	Officer	$0	$0	$0
PAUL KAMHOLZ	PRESIDENT	4.00	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
2024	$270,169	$219,545	$4,087,348	$50,624
2023	$396,925	$312,841	$3,376,724	$84,084
2022	$392,402	$306,196	$2,606,181	$86,206
2021	$216,699	$247,808	$3,635,936	$-31,109
2020	$151,857	$214,185	$3,149,101	$-62,328
2019	$660,995	$342,557	$2,618,212	$318,438
2018	$298,067	$207,689	$1,901,138	$90,378

THE ILLUMINATORS EDUCATIONAL FOUNDATION