IEBA EDUCATIONAL OUTREACH FUND (EIN 812390629) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

BARRY JEFFREY

Tax Period

2023-01-01 to 2023-12-31

IEBA EDUCATIONAL OUTREACH FUND, founded in 2016, is a micro nonprofit in the Education sector that reported $75K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 45% operating margin.

Mission

THE MISSION OF THE FUND IS TO ENHANCE THE QUALITY OF EDUCATIONAL OPPORTUNITES FOR STUDENTS SEEKING A CAREER IN THE LIVE ENTERTAINMENT INDUSTRY BY GENERATING AND DISTRIBUTING FINANCIAL AND OTHER RESOURCES FOR EXTRAORDINARY AND INNOVATIVE LEARNING EXPERIENCES. THE FUND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXCEPT ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF FUTURE FEDERAL TAX CODE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $63,850

Program Service Revenue $0

Investment Income $11,052

Other Revenue $0

TOTAL REVENUE $74,902

Expense Breakdown

Grants Paid $32,038

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,469

Other Expenses $9,297

TOTAL EXPENSES $41,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,902	$51,296	+0.5%
Expenses	$41,335	$46,996	-0.1%
Net Income	$33,567	$4,300	+6.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY JEFFREY	PRESIDENT	1.50	Officer Director	$0	$0	$0
TODD BOLTIN	VP/TREASURER	1.50	Officer Director	$0	$0	$0
PHIL ROTHSCHILD	SECRETARY	1.50	Officer Director	$0	$0	$0
WADE ASHER	BOARD MEMBER	1.15	Director	$0	$0	$0
SAM COHEN	BOARD MEMBER	1.15	Director	$0	$0	$0
REBECCA FLETCHER	BOARD MEMBER	1.15	Director	$0	$0	$0
CHRISSY HALL	BOARD MEMBER	1.15	Director	$0	$0	$0
KATE KALTENBACH	BOARD MEMBER	1.15	Director	$0	$0	$0
LORI OTELSBERG	BOARD MEMBER	1.15	Director	$0	$0	$0
NICOLE MORE	BOARD MEMBER	1.15	Director	$0	$0	$0
KELL HOUSTON	BOARD MEMBER	1.15	Director	$0	$0	$0
BECKY COLWELL	BOARD MEMBER	1.15	Director	$0	$0	$0
MELISSA RENEE	BOARD MEMBER	1.15	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
2024	No data	No data	No data	No data
2023	$74,902	$41,335	$403,862	$33,567
2022	$51,296	$46,996	$362,295	$4,300
2021	$3,475	$3,287	$359,424	$188
2020	$9,043	$120,414	$381,470	$-111,371
2019	$516,495	$264,333	$541,747	$252,162
2018	$293,373	$236,146	$209,128	$57,227

IEBA EDUCATIONAL OUTREACH FUND