TAG Education Collaborative Inc (EIN 582569666) - 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

2001

Legal Domicile

Principal Officer

Larry Williams

Phone

4049202017

Tax Period

2023-01-01 to 2023-12-31

TAG Education Collaborative Inc, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $886K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

TAG-ED Provides K-12 Students with hands-on opportunities to explore STEM careers, while connecting often abstract classroom teachings to real world applications. Our strategic framework for programs is feed, foster, accelerate. The goal is to feed STEM infromation.

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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 $510,866

Program Service Revenue $347,159

Investment Income $570

Other Revenue $27,862

TOTAL REVENUE $886,457

Expense Breakdown

Grants Paid $0

Salaries & Benefits $562,946

Fundraising Expenses $33,380

Program Expenses $660,631

Other Expenses $403,741

TOTAL EXPENSES $966,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$886,457	$964,185	-0.1%
Expenses	$966,687	$355,128	+1.7%
Net Income	$-80,230	$609,057	-1.1%

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

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

$172,729

Total Directors

$172,729

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Loretta Daniels	Executive Dir.	40.00	Officer Director	$156,396	$16,333	$172,729
Heather Maxfield	Executive Director	40.00		$124,284	$28,721	$153,005
Kyle Tothill	Director	1.00	Director	$0	$0	$0
Larry Williams	President & CEO	10.00	Officer Director	$0	$0	$0
Megan Heinze	Director	1.00	Director	$0	$0	$0
Natalia Migal	Director	1.00	Director	$0	$0	$0
Ron McMurtri	Director	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	$886,457	$966,687	$501,250	$-80,230
2022	$964,185	$355,128	$934,113	$609,057
2021	$366,884	$218,604	$334,431	$148,280
2019	$428,260	$544,341	$298,156	$-116,081
2018	$599,592	$687,608	$412,882	$-88,016

TAG Education Collaborative Inc