GROVE EDUCATION FOUNDATION FOR EXCE (EIN 731527589) - 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

1997

Legal Domicile

Phone

9182575641

Tax Period

2024-01-01 to 2024-12-31

GROVE EDUCATION FOUNDATION FOR EXCE, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $301K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 57% operating margin.

Mission

SUPPORT OF GROVE PUBLIC SCHOOL TO PROVIDE TEACHING SUPPLIES AND MATERIALS AS NEEDED

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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 (2024)

Revenue Breakdown

Contributions & Grants $25,790

Program Service Revenue $0

Investment Income $159,312

Other Revenue $116,135

TOTAL REVENUE $301,237

Expense Breakdown

Grants Paid $104,126

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,126

Other Expenses $24,764

TOTAL EXPENSES $128,890

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,237	$233,930	+0.3%
Expenses	$128,890	$133,903	0.0%
Net Income	$172,347	$100,027	+0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAY LYN BEAUCHAMP	DIRECTOR	1.00	Director	$0	$0	$0
BEN HAMPTON	DIRECTOR	1.00	Director	$0	$0	$0
BENEE MASRI	DIRECTOR	1.00	Director	$0	$0	$0
SONYA MCGOUGH	DIRECTOR	1.00	Director	$0	$0	$0
LYNN PAGELS	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN PITTS	DIRECTOR	1.00	Director	$0	$0	$0
DIANE ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
JASON RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA SHEFFIELD	DIRECTOR	1.00	Director	$0	$0	$0
CARMEL SWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN WILHELM	DIRECTOR	1.00	Director	$0	$0	$0
KAYLA YORK	DIRECTOR	1.00	Director	$0	$0	$0
LISA PITTS	TREASURER	1.00	Officer Director	$0	$0	$0
DANIELLE ALLSUP	SECRETARY	1.00	Officer Director	$0	$0	$0
CHELSEA PERRYMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTI WALLACE	PRESIDENT	1.00	Officer 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	$301,237	$128,890	$2,946,125	$172,347
2023	$233,930	$133,903	$2,644,092	$100,027
2022	$281,230	$109,544	$2,571,615	$171,686
2021	$442,992	$226,333	$2,436,000	$216,659
2020	$149,697	$105,663	$2,347,481	$44,034
2019	$216,475	$132,110	$2,108,097	$84,365
2018	$395,857	$178,018	$1,677,009	$217,839

GROVE EDUCATION FOUNDATION FOR EXCE