EDUCATIONAL POLICY IMPROVEMENT CENTER (EIN 820569407) - 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

2002

Legal Domicile

Principal Officer

MATTHEW COLEMAN

Phone

5412462600

Tax Period

2023-07-01 to 2024-06-30

EDUCATIONAL POLICY IMPROVEMENT CENTER, founded in 2002, is a community nonprofit in the Education sector that reported $4.6M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $5.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

OUR MISSION IS TO MAKE EDUCATION WORK FOR ALL STUDENTS. WE SEE A FUTURE WHERE READINESS AND SUCCESS ARE DEFINED BY STUDENTS' ENGAGEMENT, ADAPTABILITY, AND WHAT THEY CAN DO WITH THEIR KNOWLEDGE RATHER THAN CONTENT MASTERY AND TESTING ALONE. WE WANT TO BE A CREATIVE CATALYST INSPIRING, EQUIPPING, AND LINKING SCHOOLS TO CREATE THIS FUTURE.

🔒

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 $85,000

Program Service Revenue $4,474,449

Investment Income $54,823

Other Revenue $0

TOTAL REVENUE $4,614,272

Expense Breakdown

Grants Paid $4,863

Salaries & Benefits $4,479,807

Fundraising Expenses $0

Program Expenses $3,287,172

Other Expenses $683,862

TOTAL EXPENSES $5,168,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,614,272	$5,407,175	-0.1%
Expenses	$5,168,532	$5,821,979	-0.1%
Net Income	$-554,260	$-414,804	+0.3%

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

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

$722,336

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA DARE	BOARD PRESIDENT	20.00	Officer Director	$0	$0	$0
JIM NELSON	BOARD TREASURER	20.00	Officer Director	$0	$0	$0
SHO SHIGEOKA	BOARD SECRETARY	20.00	Officer Director	$0	$0	$0
BERNICE STAFFORD	BOARD MEMBER	20.00	Director	$0	$0	$0
KEITH HICKMAN	BOARD MEMBER	20.00	Director	$0	$0	$0
MARY ANN SNIDER	BOARD MEMBER	20.00	Director	$0	$0	$0
MATTHEW COLEMAN	CHIEF EXECUTIVE DIRECTOR	40.00	Key Emp	$419,188	$21,160	$440,348
TARA COOPER	CHIEF OPERATIONS OFFICER	40.00	Key Emp	$250,795	$31,193	$281,988
MANUEL COLON	CHIEF PROGRAM OFFICER	40.00	Highest	$149,945	$13,230	$163,175
ELISE KUYKENDALL	DIRECTOR OF PARTNERSHIP DE	40.00	Highest	$156,749	$12,617	$169,366
JONNIE PEACOCK	CONTROLLER	40.00	Highest	$100,865	$20,282	$121,147
JOHN SHARP	DIRECTOR OF EDUTECH	40.00	Highest	$181,217	$38,366	$219,583

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	$4,614,272	$5,168,532	$2,332,291	$-554,260
2023	$5,407,175	$5,821,979	$3,377,408	$-414,804
2022	$4,604,695	$5,547,662	$3,978,395	$-942,967
2021	$5,065,670	$4,645,542	$5,312,534	$420,128
2020	$5,548,838	$5,070,926	$4,703,413	$477,912
2019	$5,093,366	$4,906,725	$3,572,196	$186,641

EDUCATIONAL POLICY IMPROVEMENT CENTER