Adams 14 Education Foundation (EIN 841360546) - 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

2010

Legal Domicile

Principal Officer

Lori Young

Phone

7202042905

Tax Period

2024-07-01 to 2025-06-30

Adams 14 Education Foundation, founded in 2010, is a small nonprofit in the Education sector that reported $483K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $104K, a strong 22% operating margin.

Mission

To develop tomorrows talent through teacher grants student scholarships and leadership programs in the Adams 14 community

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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 $434,747

Program Service Revenue $0

Investment Income $19,475

Other Revenue $29,229

TOTAL REVENUE $483,451

Expense Breakdown

Grants Paid $154,402

Salaries & Benefits $131,276

Fundraising Expenses $53,838

Program Expenses $141,999

Other Expenses $93,280

TOTAL EXPENSES $378,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$483,451	$713,594	-0.3%
Expenses	$378,958	$931,466	-0.6%
Net Income	$104,493	$-217,872	-1.5%

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

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

$71,905

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI YOUNG	Executive Director	40.00	Key Emp	$70,833	$1,072	$71,905
JOSH GOLD	Executive Director	40.00		$28,125	$0	$28,125
LYNDA DURAN	Board Member	1.00	Director	$0	$0	$0
TERRY HERNANDEZ	Board Member	0.70	Director	$0	$0	$0
VIRY VALDEZ	Board Member	0.70	Director	$0	$0	$0
LISA NORDHOLT	Board Member	2.30	Director	$0	$0	$0
BRIAN HENESEY	Board Member	0.70	Director	$0	$0	$0
JONATHAN MITCHELL	Board Member	0.70	Director	$0	$0	$0
RYAN BLAKE	President	1.15	Officer	$0	$0	$0
JANELL SUELTZ	Vice President	0.70	Officer	$0	$0	$0
RANDALL WEIGUM	Treasurer	2.30	Officer	$0	$0	$0
MICHAEL SCANLON	Secretary	0.70	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
2025	$483,451	$378,958	$1,333,257	$104,493
2024	$713,594	$931,466	$1,266,028	$-217,872
2023	$1,016,171	$350,654	$1,450,929	$665,517
2022	$404,927	$487,241	$907,403	$-82,314
2021	$382,738	$362,154	$1,041,721	$20,584

Adams 14 Education Foundation