AOBA EDUCATIONAL FOUNDATION (EIN 822947514) - 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

2017

Legal Domicile

Principal Officer

DIANE PETERS

Phone

2022963390

Tax Period

2023-01-01 to 2023-12-31

AOBA EDUCATIONAL FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $259K in total revenue in fiscal year 2023. Expenses of $235K left a modest 9% surplus.

Mission

THE AOBA EDUCATIONAL FOUNDATION (AEF), A 501(C)(3) NON-PROFIT ORGANIZATION, WAS CREATED TO ADDRESS THE TALENT CRISIS IN THE COMMERCIAL REAL ESTATE INDUSTRY BY FOCUSING ON THE CRITICAL NEED TO PROMOTE CAREERS IN BUILDING OPERATIONS, ENGINEERING, AND MAINTENANCE. WE CONNECT JOB SEEKERS, TRAINING CENTERS, WORKFORCE DEVELOPMENT PROGRAMS, AND EMPLOYERS ALL TO HELP COMPANIES RECRUIT, DEVELOP, TRAIN, AND RETAIN THE NEXT GENERATION OF SKILLED TRADESPEOPLE IN THE METRO DC REGION. OUR WORK PROVIDES LONG-TERM, TANGIBLE ECONOMIC BENEFITS AND A WORKFORCE DEVELOPMENT PATHWAY TO STABLE, LUCRATIVE CAREERS. FOR YEARS, COMMERCIAL PROPERTY MANAGERS HAVE BEEN CHALLENGED TO RECRUIT, HIRE, AND RETAIN THE NEXT GENERATION OF BUILDING OPERATIONS EMPLOYEES. IN RESPONSE TO THIS PRESSING NEED, THE AEF WAS FORMED AS A VEHICLE TO CREATE A COMPREHENSIVE, REGIONAL SOLUTION TO WHAT MANY REFER TO AS THE ENGINEERING TALENT CRISIS. ALTHOUGH OUR PRIMARY MISSION IS FOCUSED ON COMMERCIAL REAL ESTATE CAREERS, WE ARE ALSO TAK

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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 $250,000

Program Service Revenue $0

Investment Income $9,057

Other Revenue $0

TOTAL REVENUE $259,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $27,344

Program Expenses $164,199

Other Expenses $234,820

TOTAL EXPENSES $234,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,057	$250,122	+0.0%
Expenses	$234,820	$213,291	+0.1%
Net Income	$24,237	$36,831	-0.3%

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

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

$127,807

Total Directors

$127,807

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE PETERS	CHAIR, TREAS	40.00	Officer Director	$121,401	$6,406	$127,807
DAVE DARGENZIO	DIRECTOR	N/A	Director	$0	$0	$0
JOHN DEADWYLER	DIRECTOR	N/A	Director	$0	$0	$0
DAVID FERRARA	VICE CHAIR	N/A	Officer Director	$0	$0	$0
DAVID GREENSPUN	DIRECTOR	N/A	Director	$0	$0	$0
MARGARET O JEFFERS	EXECUTIVE VP	N/A	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	$259,057	$234,820	$407,393	$24,237
2022	$250,122	$213,291	$371,335	$36,831
2021	$265,027	$178,886	$334,504	$86,141
2020	$250,036	$162,279	$248,363	$87,757
2019	$512,904	$455,351	$194,306	$57,553
2018	$361,263	$258,210	$169,753	$103,053

AOBA EDUCATIONAL FOUNDATION