THE ENDOWMENT PROJECT EDUCATION FOUNDATION (EIN 924023942) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

ALLEN SOONG

Phone

8045009862

Tax Period

2024-01-01 to 2024-12-31

THE ENDOWMENT PROJECT EDUCATION FOUNDATION, founded in 2023, is a small nonprofit in the Education sector that reported $362K in total revenue in fiscal year 2023. The organization ran a surplus of $187K, a strong 52% operating margin.

Mission

THE ENDOWMENT PROJECT EDUCATON FOUNDATION IS CLOSING THE FUNDING GAP BETWEEN PUBLIC AND PRIVATE EDUCATION IN AMERICA BY BUILDING A CULTURE OF DIRECT, FOCUSED, AND IMPACTFUL PHILANTHROPY DESIGNED TO SUPPORT SCHOOL-LEVEL AND SYSTEMIC PUBLIC EDUCATION NEEDS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,027,313

Program Service Revenue $0

Investment Income $2,357

Other Revenue $0

TOTAL REVENUE $1,029,670

Expense Breakdown

Grants Paid $210,475

Salaries & Benefits $140,550

Fundraising Expenses $93,619

Program Expenses $358,402

Other Expenses $113,804

TOTAL EXPENSES $543,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,029,670	$361,567	+1.8%
Expenses	$543,154	$174,498	+2.1%
Net Income	$486,516	$187,069	+1.6%

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

$130,756

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DANNY AVULA	MEMBER	1.00	Director	$0	$0	$0
EMILY WEINSTEIN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOHN KECHRIOTIS	MEMBER	1.00	Director	$0	$0	$0
ALLEN SOONG	TREASURER	1.00	Officer Director	$0	$0	$0
GERARD ROBINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
PAMELA KIECKER ROYALL PHD	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE KIRKSEY	MEMBER	1.00	Director	$0	$0	$0
DANNY STERLING	EXECUTIVE DIRECTOR	30.00	Officer	$2,540	$0	$2,540
RACHEL BIUNDO	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$48,803	$6,930	$55,733
LEIGH ANN BOLAND	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$72,483	$0	$72,483

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	$1,029,670	$543,154	$706,615	$486,516
2023	$361,567	$174,498	$227,300	$187,069

THE ENDOWMENT PROJECT EDUCATION FOUNDATION