KAIZEN EDUCATION FOUNDATION (EIN 800197489) - 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

2008

Legal Domicile

Principal Officer

THEODORE FREDERICK

Phone

6029532933

Tax Period

2023-07-01 to 2024-06-30

KAIZEN EDUCATION FOUNDATION, founded in 2008, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $53.9M in total revenue in fiscal year 2023. Expenses of $51.0M left a modest 5% surplus.

Mission

IMPROVE THE PUBLIC SCHOOL SYSTEM BY CREATING A MORE COMPETITIVE ENVIRONMENT,PROVIDING PARENTS AND STUDENTS WITH THE FREEDOM OF CHOICE AND STRIVING FOR A HIGHER ACADEMIC STANDARD

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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 $53,324,601

Program Service Revenue $0

Investment Income $273,245

Other Revenue $276,126

TOTAL REVENUE $53,873,972

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,739,084

Other Expenses $51,028,340

TOTAL EXPENSES $51,028,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,873,972	$52,643,597	+0.0%
Expenses	$51,028,340	$48,391,005	+0.1%
Net Income	$2,845,632	$4,252,592	-0.3%

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

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

$136,080

Total Directors

$136,080

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
THEODORE FREDERICK	PRESIDENT/EXECUTIVE DIRECTOR	Officer Director	$0	$0	$136,080
DR GINA CONFLITTI	Treasurer	Officer Director	$0	$0	$0
JESSICA BROWN	DIRECTOR	Director	$0	$0	$0
JANNA WISEMAN	DIRECTOR	Director	$0	$0	$0
GARY BAE	SECRETARY	Officer Director	$0	$0	$0
BENJAMIN BUCHANAN	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$53,873,972	$51,028,340	$67,421,479	$2,845,632
2023	$52,643,597	$48,391,005	$66,866,401	$4,252,592
2022	$45,601,979	$42,530,799	$53,687,317	$3,071,180
2021	$37,068,402	$35,889,151	$50,687,935	$1,179,251
2020	$35,502,146	$35,150,108	$50,081,839	$352,038

KAIZEN EDUCATION FOUNDATION