ASSOC FOR EXPERIENTIAL EDUCATION (EIN 840737619) - 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

1972

Legal Domicile

Principal Officer

SHERRY BAGLEY

Phone

3034408844

Tax Period

2024-01-01 to 2024-12-31

ASSOC FOR EXPERIENTIAL EDUCATION, founded in 1972, is a small nonprofit that reported $642K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $575K left a modest 10% surplus.

Mission

TO ELEVATE AND EXPAND THE GLOBAL CAPACITY OF EXPERIENTIAL EDUCATION BY BUILDING AN INCLUSIVE AND ACCESSIBLE COMMUNITY FOR EXPERIENTIAL EDUCATION PROFESSIONALS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $53,493

Program Service Revenue $579,152

Investment Income $9,279

Other Revenue $0

TOTAL REVENUE $641,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $201,217

Fundraising Expenses $0

Program Expenses $488,692

Other Expenses $373,695

TOTAL EXPENSES $574,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$641,924	$528,034	+0.2%
Expenses	$574,912	$562,225	+0.0%
Net Income	$67,012	$-34,191	-3.0%

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

200

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

$81,683

Total Directors

$81,683

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY BAGLEY	EXECUTIVE DI	40.00	Officer Director	$81,683	$0	$81,683
JAY ZARR	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROSANNE MISTRETTA	PAST SECRETA	2.00	Director	$0	$0	$0
KYMBERLY LACROSSE	MEMBER AT LA	1.00	Director	$0	$0	$0
BERNIE RUPE	TREASURER	2.00	Officer Director	$0	$0	$0
BRAD DANIEL	MEMBER AT LA	1.00	Director	$0	$0	$0
JUSTIN HOUGHAM	MEMBER AT LA	1.00	Director	$0	$0	$0
PHIL BROWN	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
KC RAY	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN STROZEWSKI	MEMBER AT LA	1.00	Director	$0	$0	$0
JENNIFER WILLIAMS	MEMBER AT LA	1.00	Director	$0	$0	$0
JOHN KELLEY	MEMBER AT LA	1.00	Director	$0	$0	$0
MELANIE WILLS	MEMBER AT LA	1.00	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	$641,924	$574,912	$346,122	$67,012
2023	$528,034	$562,225	$392,966	$-34,191
2021	$393,503	$292,626	$245,855	$100,877
2019	$561,758	$551,504	$122,753	$10,254
2018	$616,935	$664,317	$202,687	$-47,382

ASSOC FOR EXPERIENTIAL EDUCATION