ASSOCIATION FOR EDUCATION FINANCE & POLICY (EIN 581350874) - 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

1975

Legal Domicile

Principal Officer

RICHARD BOWMAN

Phone

7754534080

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION FOR EDUCATION FINANCE & POLICY, founded in 1975, is a small nonprofit that reported $658K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $138K, a strong 21% operating margin.

Mission

AEFP'S SIGNIFICANT ACTIVITIES COMPRISE HOLDING AN ANNUAL CONFERENCE DURING THE SPRING AND PUBLISHING A QUARTERLY JOURNAL, EDUCATION FINANCE AND POLICY.

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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 $358,685

Program Service Revenue $298,259

Investment Income $210

Other Revenue $1,300

TOTAL REVENUE $658,454

Expense Breakdown

Grants Paid $30,410

Salaries & Benefits $79,583

Fundraising Expenses $0

Program Expenses $373,796

Other Expenses $410,048

TOTAL EXPENSES $520,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$658,454	$568,141	+0.2%
Expenses	$520,041	$469,193	+0.1%
Net Income	$138,413	$98,948	+0.4%

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

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

$42,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTA HERMAN	EXECUTIVE DI	40.00	Officer	$40,880	$1,120	$42,000
ANJALI ADUKA	BOARD MEMBER	1.00	Director	$0	$0	$0
TOMMASO AGASISTI	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE ARNONE	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD BOWMAN	TREASURER	2.00	Officer Director	$0	$0	$0
TOLANI BRITTON	BOARD MEMBER	1.00	Director	$0	$0	$0
COLIN CHELLMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
TINA COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW DUQUE	BOARD MEMBER	1.00	Director	$0	$0	$0
LI FENG	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSHUA GOODMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON GRISSOM	PAST-PRESIDE	1.00	Director	$0	$0	$0
AYESHA HASHIM	BOARD MEMBER	1.00	Director	$0	$0	$0
CARA JACKSON	PRESIDENT-EL	3.00	Officer Director	$0	$0	$0
CONSTANCE LINDSAY	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY PELIKA	BOARD MEMBER	1.00	Director	$0	$0	$0
KRYSTAFER REDDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNA RICKETTS	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH SCHUELER	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCY SORENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JON VALANT	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$658,454	$520,041	$1,063,660	$138,413
2022	$568,141	$469,193	$916,077	$98,948
2021	$403,694	$187,588	$815,045	$216,106
2020	$403,031	$223,474	$625,696	$179,557
2019	$406,769	$370,197	$498,031	$36,572
2018	$414,236	$296,760	$457,868	$117,476

ASSOCIATION FOR EDUCATION FINANCE & POLICY