AFCEA EDUCATIONAL FOUNDATION

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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

1980

Legal Domicile

Principal Officer

JOHN BERGIN

Phone

7032898267

Tax Period

2023-07-01 to 2024-06-30

AFCEA EDUCATIONAL FOUNDATION, founded in 1980, is a small nonprofit that reported $123K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $117K left a modest 5% surplus.

Mission

THE ORGANIZATION IS AFFILIATED WITH AFCEA NOVA. THIS EDUCATIONAL FOUNDATION ACCEPTS CONTRIBUTIONS IN ORDER TO MAKE EDUCATION GRANTS, SCHOLARSHIP AWARDS AND SCIENCE FAIR AWARDS.

Program Service Accomplishments

Program 1

Expenses: $116,533

THE ORGANIZATION IS AFFILIATED WITH AFCEA NOVA. THIS EDUCATIONAL FOUNDATION ACCEPTS CONTRIBUTIONS IN ORDER TO MAKE EDUCATION GRANTS, SCHOLARSHIP AWARDS AND SCIENCE FAIR AWARDS.

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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 $123,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $123,000

Expense Breakdown

Grants Paid $102,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,533

Other Expenses $14,863

TOTAL EXPENSES $117,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,000	$175,100	-0.3%
Expenses	$117,363	$188,561	-0.4%
Net Income	$5,637	$-13,461	-1.4%

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
KELLY WENNER	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALISON GONZALEZ	EXECUTIVE VP	5.00	Officer Director	$0	$0	$0
JOHN BERGIN	TREASURER	5.00	Officer Director	$0	$0	$0
POLLY MINEVA	VP CHAPTER AFFAIRS	5.00	Officer Director	$0	$0	$0
DR KEISHA BENSON-WOODS	VP EDUCATION	5.00	Officer Director	$0	$0	$0
MELISSA MURRAY	VP GOVERNMENT AFFAIRS	5.00	Officer Director	$0	$0	$0
KIM ELDRIDGE	VP INFORMATION	5.00	Officer Director	$0	$0	$0
ABHIJIT WALVEKAR	VP MEMBERSHIP	5.00	Officer Director	$0	$0	$0
ALEC LONGARZO	VP PROGRAMS	5.00	Officer Director	$0	$0	$0
BLAKE HARVEY	VP SPECIAL ACTIVITIES	5.00	Officer Director	$0	$0	$0
STACY BROWN	WIN COMMITTE	5.00	Director	$0	$0	$0
DIANNA BLACK	SMALL BUSINESS	5.00	Director	$0	$0	$0
RYAN MAHONEY	VP EMERGING LEADERS	5.00	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	$123,000	$117,363	$42,205	$5,637
2023	$175,100	$188,561	$36,568	$-13,461
2022	$163,961	$127,760	$50,029	$36,201
2021	$50,475	$61,925	$13,828	$-11,450
2019	$27,855	$26,386	$1,695	$1,469