SOFTWARE EDUCATION FOUNDATION (EIN 814001808) - 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

2016

Legal Domicile

Principal Officer

JOSEPH DESALVIO

Phone

2028725500

Tax Period

2023-10-01 to 2024-09-30

SOFTWARE EDUCATION FOUNDATION, founded in 2016, is a community nonprofit in the Science & Technology sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 888% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 87% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO INFORM THE PUBLIC ON THE ECONOMIC AND SOCIETAL CONTRIBUTIONS OF SOFTWARE, ADVANCE OPPORTUNITIES FOR STEM EDUCATION, AND BROADEN UNDERSTANDING OF SOFTWARE-RELATED ELEMENTS OF STEM EDUCATION AND THE IMPORTANCE OF SOFTWARE TO POLICY GOALS.

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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 $2,211,042

Program Service Revenue $0

Investment Income $166,685

Other Revenue $0

TOTAL REVENUE $2,377,727

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $15,435

Fundraising Expenses $0

Program Expenses $297,008

Other Expenses $216,770

TOTAL EXPENSES $307,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,377,727	$240,710	+8.9%
Expenses	$307,205	$365,739	-0.2%
Net Income	$2,070,522	$-125,029	-17.6%

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

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

$3,423,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACE JOHNSON	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTOPHER PADILLA	DIRECTOR (THRU 06/30/24)	1.00	Director	$0	$0	$0
ANDREW FRIENDLY	DIRECTOR	1.00	Director	$0	$0	$0
MATT GELMAN	DIRECTOR (THRU 08/31/24)	1.00	Director	$0	$0	$0
HUGH GAMBLE	DIRECTOR	1.00	Director	$0	$0	$0
JASON MAHLER	DIRECTOR (THRU 08/31/24)	1.00	Director	$0	$0	$0
KEVIN RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
FRANK CAVALIERE	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA ESPINEL	DIRECTOR/PRESIDENT	1.00	Officer	$0	$51,276	$2,433,806
ADAM COATES	SECRETARY	1.00	Officer	$0	$51,276	$512,210
JOSEPH DESALVIO	TREASURER	1.00	Officer	$0	$51,276	$477,698

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	$2,377,727	$307,205	$4,499,871	$2,070,522
2023	$240,710	$365,739	$2,950,141	$-125,029
2022	$187,840	$428,269	$2,678,897	$-240,429
2021	$224,471	$946,493	$3,747,307	$-722,022
2019	$4,894,076	$1,474,457	$4,768,124	$3,419,619
2018	$2,002,004	$1,737,539	$1,017,033	$264,465

SOFTWARE EDUCATION FOUNDATION