WAKE EDUCATION PARTNERSHIP (EIN 581518182) - 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

1983

Legal Domicile

Principal Officer

KEITH POSTON

Phone

9198217609

Tax Period

2023-07-01 to 2024-06-30

WAKE EDUCATION PARTNERSHIP, founded in 1983, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $347K, a strong 18% operating margin.

Mission

SUPPORTED BY PASSIONATE AND WELL-TRAINED TEACHERS AND PRINCIPALS, EVERY STUDENT WILL GRADUATE WITH THE SKILLS REQUIRED TO SUCCEED IN A GLOBAL ECONOMY.

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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 $1,656,448

Program Service Revenue $0

Investment Income $294,759

Other Revenue $762

TOTAL REVENUE $1,951,969

Expense Breakdown

Grants Paid $273,391

Salaries & Benefits $702,748

Fundraising Expenses $63,615

Program Expenses $1,115,710

Other Expenses $629,069

TOTAL EXPENSES $1,605,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,951,969	$1,248,871	+0.6%
Expenses	$1,605,208	$1,334,673	+0.2%
Net Income	$346,761	$-85,802	-5.0%

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

1000

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

$177,115

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT DUDA	DIRECTOR	2.00	Director	$0	$0	$0
GARY GREENE	DIRECTOR	2.00	Director	$0	$0	$0
MARION ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HUMMEL	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE JENSEN	DIRECTOR	2.00	Director	$0	$0	$0
SCOT MCALEXANDER	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE ROYSTER	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN SLEE	DIRECTOR	2.00	Director	$0	$0	$0
CLEON UMPHREY	DIRECTOR	2.00	Director	$0	$0	$0
CARA GREENING	DIRECTOR	2.00	Director	$0	$0	$0
DR SETH CARRUTHERS	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT BUHLER	DIRECTOR	2.00	Director	$0	$0	$0
BRAXTON ANTHONY	DIRECTOR	2.00	Director	$0	$0	$0
EMMA BROWNING	DIRECTOR	2.00	Director	$0	$0	$0
CRIS CHARBONNEAU	DIRECTOR	2.00	Director	$0	$0	$0
BETSY READE CREECH	DIRECTOR	2.00	Director	$0	$0	$0
CHAD HUMPHREY	DIRECTOR	2.00	Director	$0	$0	$0
CAREY HUNTER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW BLACKBURN	DIRECTOR	2.00	Director	$0	$0	$0
RENE DAUGHTRY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
BRAD GEIGER	DIRECTOR	2.00	Director	$0	$0	$0
TERESA JONES	DIRECTOR	2.00	Director	$0	$0	$0
ELAINE LOYACK	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD AVERITTE	DIRECTOR	2.00	Director	$0	$0	$0
WILL QUICK	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS TORGLER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GILLHAM	DIRECTOR	2.00	Director	$0	$0	$0
TAFA MAGAYA	DIRECTOR	2.00	Director	$0	$0	$0
ROD MALONE	DIRECTOR	2.00	Director	$0	$0	$0
KAMAR PERKINS	DIRECTOR	2.00	Director	$0	$0	$0
IMAN RASHEED	DIRECTOR	2.00	Director	$0	$0	$0
LILY RYZEBOL	DIRECTOR	2.00	Director	$0	$0	$0
JACK TURNWALD	DIRECTOR	2.00	Director	$0	$0	$0
CYNDY YU-ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
LESSIE ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
TERRY HENNINGS	DIRECTOR	2.00	Director	$0	$0	$0
WINSTON PIERCE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
KEITH POSTON	PRESIDENT	40.00	Officer	$162,199	$14,916	$177,115

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	No data	No data	No data	No data
2024	$1,951,969	$1,605,208	$3,781,366	$346,761
2023	$1,248,871	$1,334,673	$3,265,124	$-85,802
2022	$589,411	$849,415	$3,277,721	$-260,004
2021	$537,630	$658,404	$3,463,245	$-120,774
2020	$538,962	$716,483	$2,803,904	$-177,521
2019	$626,765	$812,009	$2,756,110	$-185,244
2018	$755,999	$743,219	$2,773,761	$12,780

WAKE EDUCATION PARTNERSHIP