TRANSFORMATIONAL EDUCATION INC (EIN 800734724) - 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

ANGELA PHILIPS

Tax Period

2024-07-01 to 2025-06-30

TRANSFORMATIONAL EDUCATION INC, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $16.4M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

LEADER IN ME IS A WHOLE-SCHOOL TRANSFORMATION MODEL AND PROCESS DEVELOPED IN PARTNERSHIP WITH EDUCATORS THAT EMPOWERS STUDENTS WITH THE LEADERSHIP AND LIFE SKILLS THEY NEED TO THRIVE IN THE 21ST CENTURY.

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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 $16,380,193

Program Service Revenue $0

Investment Income $20,180

Other Revenue $0

TOTAL REVENUE $16,400,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,290,357

Fundraising Expenses $0

Program Expenses $13,626,683

Other Expenses $7,876,439

TOTAL EXPENSES $17,166,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,400,373	$17,289,193	-0.1%
Expenses	$17,166,796	$16,479,736	+0.0%
Net Income	$-766,423	$809,457	-1.9%

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

247

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

$258,361

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA PHILIPS	EXECUTIVE DI	40.00	Officer	$171,466	$17,591	$189,057
GINTEL DUNLAP	DIRECTOR	40.00	Officer	$62,575	$6,729	$69,304
MARK CONDIT	CHAIRMAN	2.00	Officer Director	$0	$0	$0
TONY GLADNEY	TRUSTEE	2.00	Director	$0	$0	$0
LT CHUCK HARRIS	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
JOSE SERRANO	TRUSTEE	2.00	Director	$0	$0	$0
TRENA TURNER	SECRETARY	2.00	Officer Director	$0	$0	$0
GINA VALADEZ-BRACAMONTE	VICE CHAIR	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
2025	$16,400,373	$17,166,796	$26,126,492	$-766,423
2024	$17,289,193	$16,479,736	$29,073,539	$809,457
2023	$17,696,528	$16,455,459	$29,899,253	$1,241,069
2022	$16,177,213	$14,744,420	$13,642,152	$1,432,793
2021	$14,651,803	$12,498,074	$11,570,758	$2,153,729
2020	$13,716,288	$12,209,835	$9,508,023	$1,506,453
2019	$13,319,206	$10,395,789	$6,919,171	$2,923,417
2018	$11,060,355	$10,089,850	$4,212,132	$970,505

TRANSFORMATIONAL EDUCATION INC