TRAINING AND EDUCATION FUND

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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

ZACHARY ZOBRIST

Phone

7176528040

Tax Period

2023-01-01 to 2023-12-31

TRAINING AND EDUCATION FUND, founded in 2016, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $558K, a strong 18% operating margin.

Mission

TO PROVIDE TRAINING AND EDUCATION PROGRAMS TO ENHANCE THE SKILLS OF THE PROGRAM PARTICIPANTS

Program Service Accomplishments

Program 1

Expenses: $2,087,554 Revenue: $3,105,580

PROVIDE TRAINING AND EDUCATION PROGRAMS TO ENHANCE THE SKILLS OF THE PROGRAM PARTICIPANTS

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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 $0

Program Service Revenue $3,105,580

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,105,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,127,508

Fundraising Expenses $0

Program Expenses $2,087,554

Other Expenses $419,674

TOTAL EXPENSES $2,547,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,105,580	$1,985,072	+0.6%
Expenses	$2,547,182	$1,806,920	+0.4%
Net Income	$558,398	$178,152	+2.1%

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

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
STEPHEN FOREMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
STEPHEN HERZENBERG	BOARD MEMBER	N/A	Director	$0	$0	$0
KARIN SULLENBERGER	SECRETARY&TR	N/A	Officer Director	$0	$0	$0
JESSE WILDERMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
ZACHARY ZOBRIST	PRESIDENT	N/A	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
2024	No data	No data	No data	No data
2023	$3,105,580	$2,547,182	$1,252,987	$558,398
2022	$1,985,072	$1,806,920	$891,363	$178,152
2021	$1,819,205	$1,665,806	$310,211	$153,399
2020	$1,596,428	$1,637,998	$375,967	$-41,570
2019	$1,049,109	$1,121,663	$146,926	$-72,554
2018	$236,087	$346,014	$199,935	$-109,927