PUTNAM EDUCATION PARTNERSHIP FOUNDATION (EIN 810657886) - 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

2004

Legal Domicile

Principal Officer

BENJAMIN ROGERS

Phone

9315254707

Tax Period

2023-07-01 to 2024-06-30

PUTNAM EDUCATION PARTNERSHIP FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2023. The organization ran a surplus of $113K, a strong 54% operating margin.

Mission

The mission of Putnam Education Partnership Foundation is to strengthen the community by removing barriers to achievement for public education students of all ages.

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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 $208,045

Program Service Revenue $0

Investment Income $70

Other Revenue $0

TOTAL REVENUE $208,115

Expense Breakdown

Grants Paid $7,815

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,768

Other Expenses $86,953

TOTAL EXPENSES $94,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,115	$218,031	0.0%
Expenses	$94,768	$246,053	-0.6%
Net Income	$113,347	$-28,022	-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

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

$23,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATELYN STEAKLEY	DIRECTOR	25.00	Director	$23,200	$0	$23,200
RACHAEL STILES	PRESIDENT	1.00	Officer	$0	$0	$0
RAFFERTY CLEARY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JULIE BAKER	SECRETARY	1.00	Officer	$0	$0	$0
BENJAMIN ROGERS	TREASURER	1.00	Officer	$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	$208,115	$94,768	$346,104	$113,347
2023	$218,031	$246,053	$232,757	$-28,022
2022	$235,383	$148,330	$260,779	$87,053
2021	$218,466	$100,689	$173,726	$117,777

PUTNAM EDUCATION PARTNERSHIP FOUNDATION