COUNCIL ON ECONOMIC EDUCATION IN M… - Form 990 Financial Data

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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

1962

Legal Domicile

Principal Officer

JULIE WEAVER

Phone

4107042137

Tax Period

2024-07-01 to 2025-06-30

COUNCIL ON ECONOMIC EDUCATION IN MARYLAND INC, founded in 1962, is a small nonprofit that reported $811K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

TO IMPROVE ECONOMIC AND PERSONAL FINANCE UNDERSTANDING AMONG MARYLANDERS, ESPECIALLY CHILDREN, SO THAT THEY LEAVE SCHOOL PREPARED TO MAKE INFORMED ECONOMIC AND PERSONAL FINANCE DECISIONS AS CONSUMERS, SAVERS, INVESTORS, WORKERS AND CITIZENS.

Program Service Accomplishments

Program 1

Expenses: $644,318 Revenue: $4,905

SERVICES PROVIDED AND PAYMENTS TO VARIOUS EDUCATIONAL INSTITUTIONS.

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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 $774,057

Program Service Revenue $4,905

Investment Income $32,226

Other Revenue $0

TOTAL REVENUE $811,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,491

Fundraising Expenses $61,925

Program Expenses $644,318

Other Expenses $692,525

TOTAL EXPENSES $836,016

Year-over-Year Comparison

	2024	2023	Change
Revenue	$811,188	$970,955	-0.2%
Expenses	$836,016	$721,396	+0.2%
Net Income	$-24,828	$249,559	-1.1%

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

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
DAN ELLERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT C BARCLAY	DIRECTOR	1.00	Director	$0	$0	$0
WADE BARNES	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SHERRICE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
LIZ MONTI	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
LAURA FISHER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HEITNER	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
KATE NORMAN	DIRECTOR	1.00	Director	$0	$0	$0
CINDY JONES	DIRECTOR	1.00	Director	$0	$0	$0
KEITH O' NEIL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL REZA	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
RICK WEBB	DIRECTOR	1.00	Director	$0	$0	$0
AMY GRUTZNER	DIRECTOR	1.00	Director	$0	$0	$0
DON WALSH	DIRECTOR	1.00	Director	$0	$0	$0
LIZ FREDIANI	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY ZUMBRUN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE COATES	BOARD CHAIR	1.00	Officer	$0	$0	$0
MARK RING	VICE-CHAIR	1.00	Officer	$0	$0	$0
SIMON PATERSON	TREASURER	1.00	Officer	$0	$0	$0
ANDREW BAUER	SECRETARY	1.00	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
2025	$811,188	$836,016	$1,118,689	$-24,828
2024	$970,955	$721,396	$1,093,136	$249,559
2023	$595,988	$620,423	$799,088	$-24,435
2022	$596,282	$492,103	$797,975	$104,179
2021	$460,084	$368,948	$739,229	$91,136
2020	$417,779	$380,468	$648,207	$37,311
2019	$636,139	$619,896	$612,061	$16,243

COUNCIL ON ECONOMIC EDUCATION IN MARYLAND INC