EDUCATION FOUNDATION INC OF CALDWELL COUNTY (EIN 561659608) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

PAT TRIPLETT

Phone

8287288407

Tax Period

2024-07-01 to 2025-06-30

EDUCATION FOUNDATION INC OF CALDWELL COUNTY, founded in 1989, is a small nonprofit that reported $632K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $202K, a strong 32% operating margin.

Mission

STUDENT & TEACHER SCHOLARSHIPS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $160,663

Program Service Revenue $0

Investment Income $471,195

Other Revenue $0

TOTAL REVENUE $631,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,931

Fundraising Expenses $879

Program Expenses $333,969

Other Expenses $311,019

TOTAL EXPENSES $429,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$631,858	$723,290	-0.1%
Expenses	$429,950	$395,398	+0.1%
Net Income	$201,908	$327,892	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$53,431

Key Employees

$87,301

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Triplett	Executive Director	2.00	Director Key Emp	$53,431	$0	$53,431
Ed Schultek	President	2.00	Officer Director	$0	$0	$0
Pat Irwin	Past President 2024	2.00	Officer Director	$0	$0	$0
Jamie White	VP, Finance	2.00	Officer Director	$0	$0	$0
Chase Keller	VP, Operations	2.00	Officer Director	$0	$0	$0
Paul Duncan	Director	2.00	Director	$0	$0	$0
Tyler Reese	Director	2.00	Director	$0	$0	$0
Sara Terry	Director	2.00	Director	$0	$0	$0
Jimmie Griffith	Director	2.00	Director	$0	$0	$0
Brad Hefner	Director	2.00	Director	$0	$0	$0
Janis A Maguire	Director	2.00	Director	$0	$0	$0
Elaine Setzer-Maxwell	Director	2.00	Director	$0	$0	$0
Dr Jeff Church	Director	2.00	Director	$0	$0	$0
Gwin Laws	Director	2.00	Director	$0	$0	$0
Sarah Thomas	Director	2.00	Director	$0	$0	$0
Kimberly Cobb	Director	2.00	Director	$0	$0	$0
Teresa Larson	Director	2.00	Director	$0	$0	$0
Wanda Ellis	Director	2.00	Director	$0	$0	$0
Lewis Wright	Director	2.00	Director	$0	$0	$0
Terry Dunn	Director	2.00	Director	$0	$0	$0
Andre Buechner	Director	2.00	Director	$0	$0	$0
Sarah Sheckells	Director	2.00	Director	$0	$0	$0
Brian Flook	Director	2.00	Director	$0	$0	$0
Bryan Berry	Director	2.00	Director	$0	$0	$0
David Eggers	Past President	2.00	Director	$0	$0	$0
Mark Transou	Past President	2.00	Officer	$0	$0	$0
Renae Clark	Past President	2.00	Director	$0	$0	$0
Andy Anderson	Past Pres Mjr Gifts	2.00	Director	$0	$0	$0
Dr Don Phipps	Ex Officious	2.00	Director	$0	$0	$0
Darrell Pennell	Director	2.00	Director	$0	$0	$0
Ann Edwards	Director	2.00	Director	$0	$0	$0
Leigh Anne Frye	Director	2.00	Director	$0	$0	$0
Randy Seldomridge	Director	2.00	Director	$0	$0	$0
Kathy McAteer	Office	2.00	Key Emp	$33,870	$0	$33,870

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	$631,858	$429,950	$6,330,223	$201,908
2024	$723,290	$395,398	$6,128,315	$327,892
2023	$517,215	$662,678	$5,804,661	$-145,463
2022	$406,727	$477,103	$5,950,118	$-70,376
2021	$429,900	$467,729	$6,031,817	$-37,829
2020	$1,279,608	$379,991	$6,064,118	$899,617
2019	$1,079,964	$423,376	$5,239,054	$656,588
2018	$437,703	$448,515	$4,582,466	$-10,812

EDUCATION FOUNDATION INC OF CALDWELL COUNTY