FOUNDATION FOR EDUCATIONAL EXCELLEN (EIN 850351972) - 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

1986

Legal Domicile

Principal Officer

COLTON MCCLANAHAN

Phone

5053249840

Tax Period

2023-01-01 to 2023-12-31

FOUNDATION FOR EDUCATIONAL EXCELLEN, founded in 1986, is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Net assets of $535K represent 161 months of operating reserves.

Mission

PROVIDE EDUCATIONAL SUPPORT SERVICES.

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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 $15,259

Program Service Revenue $0

Investment Income $24,756

Other Revenue $0

TOTAL REVENUE $40,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,164

Program Expenses $37,974

Other Expenses $40,138

TOTAL EXPENSES $40,138

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,015	$93,231	-0.6%
Expenses	$40,138	$29,203	+0.4%
Net Income	$-123	$64,028	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BIRD	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BLADES	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE BUFFINGTON	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON CAHOON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE DAILEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
CODY DIEHL	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA GRUNWALDT	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
COLTON MCCLANAHAN	TREASURER	1.00	Officer Director	$0	$0	$0
TINA PACHECO-WHITE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SPRADLING	SECRETARY	1.00	Officer 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	$40,015	$40,138	$535,417	$-123
2022	$93,231	$29,203	$510,651	$64,028
2021	$25,889	$29,188	$516,921	$-3,299
2020	$25,189	$27,525	$497,218	$-2,336
2019	$75,561	$47,062	$475,598	$28,499
2018	$55,916	$33,867	$421,878	$22,049

FOUNDATION FOR EDUCATIONAL EXCELLEN