ICI EDUCATION FOUNDATION (EIN 521659777) - 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

1989

Legal Domicile

Principal Officer

TRACEY WINGATE

Phone

2023265800

Tax Period

2023-10-01 to 2024-09-30

ICI EDUCATION FOUNDATION, founded in 1989, is a small nonprofit that reported $275K in total revenue in fiscal year 2023. The organization ran a surplus of $114K, a strong 41% operating margin.

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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 $180,000

Program Service Revenue $0

Investment Income $95,390

Other Revenue $0

TOTAL REVENUE $275,390

Expense Breakdown

Grants Paid $154,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,000

Other Expenses $7,773

TOTAL EXPENSES $161,773

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,390	$282,800	0.0%
Expenses	$161,773	$149,381	+0.1%
Net Income	$113,617	$133,419	-0.1%

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

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

$1,862,978

Total Directors

$3,206,785

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC J PAN	DIRECTOR	1.0	Director	$0	$78,748	$3,206,785
TRACEY WINGATE	PRESIDENT	5.0	Officer	$0	$75,475	$579,006
NHAN H NGUYEN	SECRETARY	1.0	Officer	$0	$42,214	$488,051
MARK A DELCOCO	TREASURER	1.0	Officer	$0	$78,748	$476,524
LINDA J BRENNER	VICE PRESIDENT	15.0	Officer	$0	$54,944	$319,397
GEORGE CW GATCH	DIRECTOR	0.25	Director	$0	$0	$0
GEORGE WALKER	CHAIR	0.25	Director	$0	$0	$0
DAWN M VROEGOP	DIRECTOR	0.25	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	$275,390	$161,773	$2,086,410	$113,617
2023	$282,800	$149,381	$1,909,769	$133,419
2022	$263,725	$84,849	$1,801,522	$178,876
2021	$154,338	$143,428	$1,818,818	$10,910
2020	$263,424	$224,779	$1,875,992	$38,645
2019	$283,354	$217,640	$1,791,617	$65,714
2018	$246,105	$218,767	$1,814,068	$27,338

ICI EDUCATION FOUNDATION