AEA FOUNDATION FOR TEACHING AND LEARNING (EIN 860853865) - 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

1999

Legal Domicile

Principal Officer

MICHAEL AICONE

Phone

6022641775

Tax Period

2023-09-01 to 2024-08-31

AEA FOUNDATION FOR TEACHING AND LEARNING, founded in 1999, is a small nonprofit in the Education sector that reported $179K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $107K, a strong 60% operating margin.

Mission

KEEPING THE PROMISE OF QUALITY PUBLIC 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 $104,677

Program Service Revenue $0

Investment Income $74,144

Other Revenue $0

TOTAL REVENUE $178,821

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,844

Other Expenses $22,082

TOTAL EXPENSES $72,082

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,821	$155,908	+0.1%
Expenses	$72,082	$98,910	-0.3%
Net Income	$106,739	$56,998	+0.9%

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

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
MARISOL GARCIA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON FREED	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL AICONE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
AMBER GOULD	DIRECTOR	1.00	Director	$0	$0	$0
DAWN KOBERSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
KINORA HERNANDEZ	DIRECTOR	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	$178,821	$72,082	$1,458,163	$106,739
2023	$155,908	$98,910	$1,238,489	$56,998
2022	$138,672	$125,964	$1,184,465	$12,708
2021	$212,101	$81,898	$1,327,470	$130,203
2020	$136,284	$123,777	$1,113,043	$12,507
2019	$162,343	$103,574	$1,053,479	$58,769
2018	$134,425	$113,755	$999,685	$20,670

AEA FOUNDATION FOR TEACHING AND LEARNING