JM Educational Group (EIN 541607202) - 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

2011

Legal Domicile

Phone

8056720411

Tax Period

2023-01-01 to 2023-12-31

JM Educational Group, founded in 2011, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 14% surplus.

Mission

Teacher development, training, seminars, curricular materials for Catholic schools

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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 $598,541

Program Service Revenue $1,730,083

Investment Income $0

Other Revenue $693,452

TOTAL REVENUE $3,022,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,561,595

Fundraising Expenses $6,824

Program Expenses $2,463,682

Other Expenses $1,025,036

TOTAL EXPENSES $2,586,631

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,022,076	$2,331,092	+0.3%
Expenses	$2,586,631	$1,862,864	+0.4%
Net Income	$435,445	$468,228	-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

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

$431,510

Total Directors

$296,510

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Van Hecke	President	40.00	Officer Director	$147,700	$0	$147,700
Matthew S Summers	Vice President	40.00		$137,806	$0	$137,806
Elisabeth Sullivan	Executive Dir.	40.00	Officer Director	$135,000	$0	$135,000
Patrick Boduch	COO	40.00	Officer	$135,000	$0	$135,000
Andrew Seeley	Treasurer	2.00	Officer Director	$13,810	$0	$13,810
Luke Macik	Secretary	0.50	Director	$0	$0	$0
David Stiennon	Director	0.50	Director	$0	$0	$0
Marie De Lorimer	Director	0.50	Director	$0	$0	$0
Kathy Gschwind	Director	0.50	Director	$0	$0	$0
Mary Pat Donoghue	Director	0.50	Director	$0	$0	$0
Fr John Belmonte	Director	0.50	Director	$0	$0	$0
Dcn Chris Sandner	Director	0.50	Director	$0	$0	$0
Fr Bill Miscamble	Director	0.50	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	No data	No data	No data	No data
2023	$3,022,076	$2,586,631	$2,837,973	$435,445
2022	$2,331,092	$1,862,864	$2,222,017	$468,228
2021	$2,240,959	$1,366,813	$1,502,869	$874,146
2020	$740,030	$573,166	$726,779	$166,864
2019	$405,704	$568,128	$487,937	$-162,424
2018	$482,001	$533,988	$685,301	$-51,987

JM Educational Group