AFCEA EDUCATION FOUNDATION (EIN 521580757) - 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

1955

Legal Domicile

Principal Officer

ROSS MORRELL

Phone

7199305318

Tax Period

2024-01-01 to 2024-12-31

AFCEA EDUCATION FOUNDATION, founded in 1955, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2024. Revenue surged 1079% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.8M, a strong 93% operating margin.

Mission

TO OFFER ANNUAL SCHOLARSHIPS AND GRANTS FOR STUDENTS AND TEACHERS IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM).

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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 $452,611

Program Service Revenue $0

Investment Income $5,837,178

Other Revenue $0

TOTAL REVENUE $6,289,789

Expense Breakdown

Grants Paid $291,625

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $465,964

Other Expenses $178,999

TOTAL EXPENSES $470,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,289,789	$533,259	+10.8%
Expenses	$470,624	$426,946	+0.1%
Net Income	$5,819,165	$106,313	+53.7%

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
RICHARD JANOSO	TREASURER	4.25	Officer Director	$0	$0	$0
PHIL PARKER	EXEC VP	2.50	Officer Director	$0	$0	$0
RUSS FELLERS	VP, EDUCATIO	6.25	Officer Director	$0	$0	$0
JASON SIMMONS	SYMPOSIUM CO	5.50	Officer Director	$0	$0	$0
BRIAN SROUFE	VP, AWARDS	0.75	Officer Director	$0	$0	$0
CODY GOODIN	VP, EMERGING	1.50	Officer Director	$0	$0	$0
SHANE DEICHMAN	VP, CORP AFF	0.38	Officer Director	$0	$0	$0
KRISTINA HALEY	SECRETARY	5.00	Officer Director	$0	$0	$0
ANTHONY JOHNSON	VP, PROGRAMS	1.25	Officer Director	$0	$0	$0
MIKE FINN	VP, ENDOWMEN	1.50	Officer Director	$0	$0	$0
ROSS MORRELL	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANDREW FUNK	VP, EMERGING	3.00	Officer Director	$0	$0	$0
HAROLD HOANG	VP, MEMBERSH	3.13	Officer 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
2024	$6,289,789	$470,624	$9,916,467	$5,819,165
2023	$533,259	$426,946	$8,073,252	$106,313
2022	$645,325	$541,434	$4,934,645	$103,891
2021	$292,579	$302,743	$7,103,467	$-10,164
2020	$242,551	$236,255	$5,370,815	$6,296
2019	$196,361	$192,202	$3,935,813	$4,159
2018	$228,875	$147,916	$3,178,679	$80,959

AFCEA EDUCATION FOUNDATION