MID-ATLANTIC REGIONAL EDUCATION FUND (EIN 611572473) - 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

2009

Legal Domicile

Principal Officer

Patrick N Jones Sr

Phone

4106592191

Tax Period

2023-01-01 to 2023-12-31

MID-ATLANTIC REGIONAL EDUCATION FUND, founded in 2009, is a micro nonprofit in the Employment sector that reported $78K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $67K, a strong 86% operating margin.

Mission

Provide training to the workers in order to improve labor management relationships, organizational effectiveness and decision making

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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 $77,725

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $77,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,189

Other Expenses $11,189

TOTAL EXPENSES $11,189

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,725	$65,226	+0.2%
Expenses	$11,189	$20,353	-0.5%
Net Income	$66,536	$44,873	+0.5%

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

N/A

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brad Minetree	Employer Director	0	Director	$0	$0	$0
Patrick Jones Sr	Union Director	0	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	$77,725	$11,189	$715,291	$66,536
2022	$65,226	$20,353	$648,755	$44,873
2021	$66,652	$22,029	$603,882	$44,623
2020	$67,215	$40,455	$559,259	$26,760

MID-ATLANTIC REGIONAL EDUCATION FUND