PATRIOT EDUCATION FUND (EIN 800681047) - 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

2011

Legal Domicile

Principal Officer

MARK SLABY

Phone

7732739601

Tax Period

2021-07-01 to 2022-06-30

PATRIOT EDUCATION FUND, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $13K in total revenue in fiscal year 2021. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $76K exceeded revenue, resulting in a 508% operating deficit.

Mission

PROVIDE SCHOLARSHIPS, EDUCATIONAL OPPORTUNITIES AND MENTORING TO POST 9/11 MILITARY FAMILIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $43,447

Program Service Revenue $0

Investment Income $124

Other Revenue $-31,004

TOTAL REVENUE $12,567

Expense Breakdown

Grants Paid $51,579

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,497

Other Expenses $24,811

TOTAL EXPENSES $76,390

Year-over-Year Comparison

	2021	2020	Change
Revenue	$12,567	$56,769	-0.8%
Expenses	$76,390	$97,699	-0.2%
Net Income	$-63,823	$-40,930	+0.6%

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

$9,363

Total Directors

$9,363

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK SLABY	FOUNDER/PRESIDENT	5.00	Officer Director	$0	$0	$0
DANA SLABY	FOUNDER/TREASURER	5.00	Officer Director	$0	$0	$0
SUE BRODERICK	VICE PRESIDENT/SECRETARY	2.00	Officer Director	$9,363	$0	$9,363
ELLEN WESLEY	DIRECTOR	2.00	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
2022	$12,567	$76,390	$258,304	$-63,823
2021	$56,769	$97,699	$312,039	$-40,930
2020	$33,852	$94,034	$349,747	$-60,182
2019	$146,738	$125,035	$464,924	$21,703
2018	$163,223	$196,696	$437,777	$-33,473

PATRIOT EDUCATION FUND