BUCK INSTITUTE FOR EDUCATION (EIN 680160429) - 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

1988

Legal Domicile

Principal Officer

ROBERT C LENZ

Phone

4158830122

Tax Period

2023-01-01 to 2023-12-31

BUCK INSTITUTE FOR EDUCATION, founded in 1988, is a mid-sized nonprofit in the Education sector that reported $19.1M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $17.5M left a modest 8% surplus.

Mission

BUCK INSTITUTE FOR EDUCATION BUILDS THE CAPACITY OF TEACHERS TO DESIGN AND FACILITATE QUALITY PROJECT BASED LEARNING AND THE CAPACITY OF SCHOOL AND SYSTEM LEADERS TO SET THE CONDITIONS FOR TEACHERS TO IMPLEMENT GREAT PROJECTS WITH ALL STUDENTS.

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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 $4,178,136

Program Service Revenue $14,809,095

Investment Income $68,547

Other Revenue $2,020

TOTAL REVENUE $19,057,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,725,735

Fundraising Expenses $206,915

Program Expenses $15,977,781

Other Expenses $6,799,115

TOTAL EXPENSES $17,524,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,057,798	$16,497,114	+0.2%
Expenses	$17,524,850	$13,668,117	+0.3%
Net Income	$1,532,948	$2,828,997	-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

Independent Members

Employees

129

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

$798,239

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT C LENZ	CHIEF EXECUTIVE OFFICER	37.50	Officer	$331,408	$80,805	$412,213
SALLY GRUBB	CHIEF IMPACT OFFICER	37.50	Officer	$241,657	$49,225	$290,882
DAVID BADILLO	SR. DIR. OF BUSINESS DEVELOPMENT	37.50	Highest	$172,431	$57,443	$229,874
KATHLEEN HEATH SCHWILLE	EXECUTIVE DIRECTOR - PBLNOW	37.50	Highest	$198,281	$24,723	$223,004
LISA MIRELES	SR. DIR. OF DESIGN & INNOVATION	37.50	Highest	$172,105	$48,709	$220,814
PERRY GOLD	SR. DIR. OF OPERATIONS	37.50	Highest	$181,609	$38,723	$220,332
CRISTINA WALDFOGEL	SR. DIR. OF PROF. LEARNING LEADERSHIP	37.50	Highest	$172,105	$42,176	$214,281
CHRIS WALSH	CHIEF PRODUCT & TECHNOLOGY OFFICER	37.50	Officer	$69,385	$25,759	$95,144
VIRGEL HAMMONDS	PRESIDENT, BOARD CHAIR	5.00	Officer Director	$0	$0	$0
JOHN GONZALEZ	PRESIDENT, BOARD CHAIR (THRU 5/23)	1.00	Officer Director	$0	$0	$0
VALERIE GREENHILL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
YANCY HAWKINS	TREASURER	2.00	Officer Director	$0	$0	$0
FELICIA CUMMINGS SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNMARIE BAINES	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA CHOW	BOARD MEMBER (THRU 5/23)	1.00	Director	$0	$0	$0
LORETTA GOODWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLOS MORENO	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN RAYMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN SMITH	BOARD MEMBER (THRU 8/23)	1.00	Director	$0	$0	$0
OSCAR SANTOS	BOARD MEMBER (THRU 8/23)	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	$19,057,798	$17,524,850	$14,333,156	$1,532,948
2022	$16,497,114	$13,668,117	$13,081,689	$2,828,997
2021	$10,200,724	$9,753,822	$10,254,792	$446,902
2020	$7,117,594	$9,784,942	$9,426,580	$-2,667,348
2019	$13,441,548	$14,373,827	$10,512,783	$-932,279
2018	$13,041,830	$12,682,960	$11,458,566	$358,870

BUCK INSTITUTE FOR EDUCATION