Classical Education Growth Fund (EIN 884384220) - 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

Rob Williams

Phone

7207286303

Tax Period

2022-11-22 to 2023-06-30

Classical Education Growth Fund, founded in 2022, is a micro nonprofit in the Education sector that reported $69K in total revenue in fiscal year 2022. Expenses of $727K exceeded revenue, resulting in a 959% operating deficit.

Mission

The Classical Education Growth Fund exists to serve as an entity through which classical-eucation public charter schools may, through lease arrangements, access long-term facilities at fixed costs tied to debt service so that such charter schools can in turn over time allocate their growing revenue to better support the instructional costs associated with operating a high-performing classical-education public charter school.

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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 (2022)

Revenue Breakdown

Contributions & Grants $100

Program Service Revenue $0

Investment Income $68,577

Other Revenue $0

TOTAL REVENUE $68,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $727,096

Other Expenses $727,096

TOTAL EXPENSES $727,096

Year-over-Year Comparison

	2022	2021	Change
Revenue	$68,677	N/A	N/A
Expenses	$727,096	N/A	N/A
Net Income	$-658,419	N/A	N/A

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
Rob Williams	President and Treasurer	3.00	Officer Director	$0	$0	$0
Rick Gillan	Vice President	3.00	Officer Director	$0	$0	$0
Stacey Bowman	Ex-Officio	3.00	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	No data	No data	No data	No data
2023	$68,677	$727,096	$16,675,289	$-658,419

Classical Education Growth Fund