EDUCATION PIONEERS (EIN 770602311) - 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

2003

Legal Domicile

Principal Officer

MELISSA WU

Phone

5108934374

Tax Period

2023-10-01 to 2024-09-30

EDUCATION PIONEERS, founded in 2003, is a community nonprofit in the Education sector that reported $9.5M in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 43% operating margin.

Mission

ATTRACT, DEVELOP, AND MOBILIZE A DIVERSE NETWORK OF HIGH POTENTIAL FUTURE LEADERS WHO WILL BRING THE CAPACITY NEEDED TO SOLVE EDUCATION'S EVOLVING SET OF CHALLENGES SO THAT EDUCATION CAN BECOME A LEVER FOR EXCELLENCE AND EQUITY.

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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 $8,088,864

Program Service Revenue $1,398,197

Investment Income $53,640

Other Revenue $0

TOTAL REVENUE $9,540,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,089,188

Fundraising Expenses $731,607

Program Expenses $3,836,634

Other Expenses $1,319,527

TOTAL EXPENSES $5,408,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,540,701	$4,417,232	+1.2%
Expenses	$5,408,715	$5,454,680	0.0%
Net Income	$4,131,986	$-1,037,448	-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

100

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

$502,070

Total Directors

$254,803

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA WU	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$236,216	$18,587	$254,803
SETH REYNOLDS	CHAIR	2.00	Officer Director	$0	$0	$0
ASH SOLAR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MATT LYONS	TREASURER	2.00	Officer Director	$0	$0	$0
NOLBERTO DELGADILLO	BOARD MEMBER	2.00	Director	$0	$0	$0
SAUMIL SHAH	BOARD MEMBER	2.00	Director	$0	$0	$0
MAURA MARINO	BOARD MEMBER	2.00	Director	$0	$0	$0
GINA LAZARO	BOARD MEMBER (UNTIL 9/2024)	2.00	Director	$0	$0	$0
DAVID KEELING	BOARD MEMBER	2.00	Director	$0	$0	$0
IDRISSA SIMMONDS-NASTILI	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH CLYMER	BOARD MEMBER (UNTIL 1/2024)	2.00	Director	$0	$0	$0
TRACY SESSION	CHIEF IMPACT OFFICER	40.00	Officer	$228,618	$18,649	$247,267
STACY BARR	MD, DEVELOPMENT	40.00	Highest	$158,684	$866	$159,550
EMILY MSALL	VP, CENTRAL SERVICES	40.00	Highest	$164,017	$7,598	$171,615
ROSS ANDERSON	VP, PROGRAM CONTINUUM	40.00	Highest	$166,531	$12,571	$179,102
LOURDES LAGUNA	VP, TALENT & PARTNERSHIPS	40.00	Highest	$166,148	$7,598	$173,746
EMILY COCHRAN	MD, PEOPLE, CULTURE & EXPERIENCE	40.00	Highest	$117,611	$104	$117,715

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	$9,540,701	$5,408,715	$6,571,481	$4,131,986
2023	$4,417,232	$5,454,680	$2,643,556	$-1,037,448
2022	$4,958,533	$4,812,749	$3,853,110	$145,784
2021	$7,241,689	$4,773,170	$3,852,911	$2,468,519
2020	$3,308,031	$3,708,702	$2,310,354	$-400,671
2019	$4,242,392	$3,526,101	$1,940,642	$716,291
2018	$5,824,827	$8,172,200	$1,885,620	$-2,347,373

EDUCATION PIONEERS