PEORIA EDUCATION FOUNDATION (EIN 860607829) - 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

1987

Legal Domicile

Principal Officer

PRESIDENT

Phone

6234866040

Tax Period

2023-07-01 to 2024-06-30

PEORIA EDUCATION FOUNDATION, founded in 1987, is a small nonprofit in the Education sector that reported $228K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $70K, a strong 31% operating margin.

Mission

Funding for Education.

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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 $121,925

Program Service Revenue $0

Investment Income $26,365

Other Revenue $79,787

TOTAL REVENUE $228,077

Expense Breakdown

Grants Paid $145,765

Salaries & Benefits $0

Fundraising Expenses $1,339

Program Expenses $146,705

Other Expenses $12,421

TOTAL EXPENSES $158,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,077	$251,302	-0.1%
Expenses	$158,186	$320,598	-0.5%
Net Income	$69,891	$-69,296	-2.0%

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
MICHAEL GONZALEZ	Vice President	1.00	Officer Director	$0	$0	$0
TRACEY VASQUEZ	Director	1.00	Director	$0	$0	$0
JULIA SMOCK	President	1.00	Officer Director	$0	$0	$0
MATT BULLOCK	Director	1.00	Director	$0	$0	$0
TOM LOEGERING	Director	1.00	Director	$0	$0	$0
DAVID SANDOVAL	EX-OFFICIO	1.00	Director	$0	$0	$0
CATHY OLIVA	Director	1.00	Director	$0	$0	$0
PATRICK O'GRADY	Vice President	1.00	Officer Director	$0	$0	$0
JOE SCHIAVONE	Treasurer	1.00	Officer Director	$0	$0	$0
JOAN EVANS	Historian	1.00	Director	$0	$0	$0
TYLER SHUPE	Director	1.00	Director	$0	$0	$0
MARY VAN HOY	Director	1.00	Director	$0	$0	$0
TAHYLA VISINTAINER	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	$228,077	$158,186	$1,635,232	$69,891
2023	$251,302	$320,598	$1,571,900	$-69,296
2022	$147,437	$151,483	$1,602,936	$-4,046
2021	$358,579	$86,576	$1,598,473	$272,003
2020	$45,189	$126,605	$1,402,467	$-81,416
2019	$176,032	$99,749	$1,428,454	$76,283

PEORIA EDUCATION FOUNDATION