Bay Education Fund (EIN 874788862) - 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

2022

Legal Domicile

Principal Officer

Paul Keys

Phone

6502040575

Tax Period

2024-07-01 to 2025-06-30

Bay Education Fund, founded in 2022, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

Build a community investment fund that catalyzes local movements and transforms district capacity by bringing together families,communities, teachers, district leaders, and philanthropy to co-design a vision for students and implement proven solutions for change in schools.

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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 $5,693,030

Program Service Revenue $0

Investment Income $14,838

Other Revenue $2,111

TOTAL REVENUE $5,709,979

Expense Breakdown

Grants Paid $790,698

Salaries & Benefits $2,229,015

Fundraising Expenses $231,185

Program Expenses $4,485,970

Other Expenses $2,760,590

TOTAL EXPENSES $5,780,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,709,979	$6,506,464	-0.1%
Expenses	$5,780,303	$3,941,962	+0.5%
Net Income	$-70,324	$2,564,502	-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

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

$597,222

Total Directors

$597,222

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Keys	Managing Partner	40.00	Officer Director	$296,613	$32,059	$328,672
Ash Solar	SecretaryPartner	40.00	Officer Director	$251,750	$16,800	$268,550
Nicole Williams Browning	Partner	40.00	Highest	$181,269	$24,455	$205,724
Rachel Heredia	Associate Partner	40.00	Highest	$110,451	$17,191	$127,642
Crystal Arrizon	Associate Partner	40.00	Highest	$112,336	$14,910	$127,246
Tammy Crown	President	5.00	Officer Director	$0	$0	$0
Michelle Boyers	Treasurer	5.00	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
2025	$5,709,979	$5,780,303	$3,642,793	$-70,324
2024	$6,506,464	$3,941,962	$3,603,946	$2,564,502
2023	$1,039,177	$1,097,769	$765,353	$-58,592
2022	$1,211,509	$422,513	$846,314	$788,996

Bay Education Fund