ASSOCIATION FOR GROWTH AND EDUCATION (EIN 823338973) - 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

Anne Conley

Phone

4156769880

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION FOR GROWTH AND EDUCATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $761K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. Expenses of $650K left a modest 14% surplus.

Mission

We support programs that assist people in midlife who need educational assistance to prepare themselves for their next personal era but do not have the tools, support, guidance, or financial means to facilitate that on their own.

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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 $760,653

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $760,653

Expense Breakdown

Grants Paid $530,000

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $530,000

Other Expenses $108,371

TOTAL EXPENSES $650,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$760,653	$399,387	+0.9%
Expenses	$650,371	$357,186	+0.8%
Net Income	$110,282	$42,201	+1.6%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Gershwin	Director	1.0	Director	$12,000	$0	$12,000
Stephen T Conley Jr	Director, Chair of the Board	1.0	Director	$0	$0	$0
Amy Lockwood	Director	1.0	Director	$0	$0	$0
Wanda Whitaker	Director	1.0	Director	$0	$0	$0
Anne Conley	President	1.0	Officer	$0	$0	$0
Lilly Griffin	Secretary/Treasurer	1.0	Officer	$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	$760,653	$650,371	$234,768	$110,282
2022	$399,387	$357,186	$74,486	$42,201
2021	$230,916	$219,776	$32,285	$11,140

ASSOCIATION FOR GROWTH AND EDUCATION