James Irwin Educational Foundation (EIN 880528985) - 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

2004

Legal Domicile

Principal Officer

Courtney Kennedy

Phone

7193029001

Tax Period

2023-07-01 to 2024-06-30

James Irwin Educational Foundation, founded in 2004, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 4% surplus.

Mission

To provide buildings and grounds for James Irwin Elementary School Canada Drive, James Irwin Elementary School Howard, James Irwin Elementary School Astrozon, James Irwin Charter Middle School, James Irwin Charter High School, and Power Technical (PTEC).

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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 $0

Program Service Revenue $2,673,408

Investment Income $143,355

Other Revenue $154,828

TOTAL REVENUE $2,971,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,848,712

Other Expenses $2,848,712

TOTAL EXPENSES $2,848,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,971,591	$2,719,419	+0.1%
Expenses	$2,848,712	$4,088,050	-0.3%
Net Income	$122,879	$-1,368,631	-1.1%

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

$119,288

Total Directors

$119,288

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rudy Gomez	President	1.00	Officer Director	$0	$0	$0
Courtney Kennedy	Secretary	1.00	Officer Director	$0	$26,647	$119,288
Jonathan Berg	Vice President	1.00	Officer Director	$0	$0	$0
Eileen Johnston	Treasurer	1.00	Officer Director	$0	$0	$0
Brad Miller	Director	1.00	Director	$0	$0	$0
Suz Grant	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
2025	No data	No data	No data	No data
2024	$2,971,591	$2,848,712	$45,995,918	$122,879
2023	$2,719,419	$4,088,050	$47,532,043	$-1,368,631
2022	$2,151,910	$1,804,038	$33,838,341	$347,872
2021	$1,403,179	$1,666,504	$20,760,929	$-263,325
2020	$1,300,241	$2,215,123	$21,477,675	$-914,882
2019	$1,643,262	$1,864,608	$23,605,850	$-221,346
2018	$1,935,758	$1,815,969	$24,304,352	$119,789

James Irwin Educational Foundation