A Education Foundation

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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

Phone

5125334390

Tax Period

2021-07-01 to 2022-06-30

A Education Foundation is a small nonprofit in the Philanthropy & Grantmaking sector that reported $226K in total revenue in fiscal year 2021. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 43% operating margin.

Mission

The foundation was established by A+ Federal Credit Union to provide charitable grants and scholarships to fund programs/projects and training for educators. The foundation receives applications from and provides grants to educators in the schools in the A+ Federal Credit Union field of membership.

Program Service Accomplishments

Program 1

Expenses: $84,358

The annual dues, contributions and funds raised during fundraising events are the program service revenue. These funds are utilized for the Foundations purpose of providing grants for educators. The awarding of the grants directly furthers the Foundations exempt purpose of assisting area educators in their program, equipment, supplies, materials, and training needs.

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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 (2021)

Revenue Breakdown

Contributions & Grants $225,628

Program Service Revenue $0

Investment Income $204

Other Revenue $535

TOTAL REVENUE $226,367

Expense Breakdown

Grants Paid $84,358

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,358

Other Expenses $45,503

TOTAL EXPENSES $129,861

Year-over-Year Comparison

	2021	2020	Change
Revenue	$226,367	$170,407	+0.3%
Expenses	$129,861	$132,360	0.0%
Net Income	$96,506	$38,047	+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

N/A

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
Georgia Johnson	President	2.00	Officer Director	$0	$0	$0
Lolly Guerra	Vice President	1.00	Officer Director	$0	$0	$0
Dennis Loftis	Sec/Treasurer	2.00	Officer Director	$0	$0	$0
Kerry Parker	Board Member	1.00	Director	$0	$0	$0
Randy Reese	Board Member	1.00	Director	$0	$0	$0
Eric Kase	Board Member	1.00	Director	$0	$0	$0
Peggy Mica	Board Member	1.00	Director	$0	$0	$0
Kate Wallace	Board Member	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
2022	$226,367	$129,861	$282,898	$96,506