THE PAIDEIA SCHOOL ENDOWMENT FUND INC

EIN: 581404782 501(c)(3)

ATLANTA, GA

Total Revenue
$1,767,079
Total Expenses
$1,050,193
Total Assets
$31,538,753
Net Assets
$31,135,107
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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
1980
Legal Domicile
GA
Principal Officer
MICHELE GARREN
Phone
4043773491
Tax Period
2024-07-01 to 2025-06-30

THE PAIDEIA SCHOOL ENDOWMENT FUND INC, founded in 1980, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $717K, a strong 41% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE PAIDEIA SCHOOL.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $180,925
Program Service Revenue $0
Investment Income $1,585,053
Other Revenue $1,101
TOTAL REVENUE $1,767,079

Expense Breakdown

Grants Paid $1,049,110
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,050,193
Other Expenses $1,083
TOTAL EXPENSES $1,050,193

Year-over-Year Comparison

2024 2023 Change
Revenue $1,767,079 $2,121,590 -0.2%
Expenses $1,050,193 $1,020,496 +0.0%
Net Income $716,886 $1,101,094 -0.3%
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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Governance

Voting Members
20
Independent Members
19
Employees
N/A
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
3
$0
Total Directors
20
$568,328
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELE GARREN CHAIR 4.00
Officer Director
$0 $0 $0
SUSAN BELL MORRIS SECRETARY 1.00
Officer Director
$0 $0 $0
THOMAS SHIELDS CHAIR OF INVESTMENT COMMITTEE 4.00
Officer Director
$0 $0 $0
TOM TAYLOR TRUSTEE 1.00
Director
$0 $41,800 $568,328
VAN BROWN TRUSTEE 1.00
Director
$0 $0 $0
RANDALL CONSTANTINE TRUSTEE 1.00
Director
$0 $0 $0
SALLY DEAN TRUSTEE 1.00
Director
$0 $0 $0
BARRY BERLIN TRUSTEE 1.00
Director
$0 $0 $0
ERIC TAUB TRUSTEE 1.00
Director
$0 $0 $0
HUNTER PIERSON TRUSTEE 1.00
Director
$0 $0 $0
SHAK PRESSWALA TRUSTEE 1.00
Director
$0 $0 $0
THAD SHEELY TRUSTEE 1.00
Director
$0 $0 $0
EMILY SWEITZER TRUSTEE 1.00
Director
$0 $0 $0
FRANK BRANNON TRUSTEE 1.00
Director
$0 $0 $0
JORGE FUENZALIDA TRUSTEE 1.00
Director
$0 $0 $0
ARNOLD EVANS TRUSTEE 1.00
Director
$0 $0 $0
WHITNEY BROWN TRUSTEE 1.00
Director
$0 $0 $0
PHILIP LEWIS TRUSTEE 1.00
Director
$0 $0 $0
SULU MAMDANI TRUSTEE 1.00
Director
$0 $0 $0
LESLIE PIERSON TRUSTEE 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
2025 $1,767,079 $1,050,193 $31,538,753 $716,886
2024 $2,121,590 $1,020,496 $28,958,765 $1,101,094
2023 $1,764,180 $949,113 $26,301,989 $815,067
2022 $609,191 $840,012 $22,999,665 $-230,821
2021 $2,953,768 $792,758 $25,297,850 $2,161,010
2020 $2,534,331 $838,442 $18,631,354 $1,695,889
2019 $1,129,215 $703,318 $19,115,471 $425,897
2018 $1,138,307 $665,398 $18,815,711 $472,909
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