Association for Educational Development (EIN 946182681) - 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

1978

Legal Domicile

Principal Officer

Jackie Taylor

Phone

3232723158

Tax Period

2023-01-01 to 2023-12-31

Association for Educational Development, founded in 1978, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $455K, a strong 43% operating margin.

Mission

SUPPLEMENTARY EDUCATION

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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 $1,004,814

Program Service Revenue $42,788

Investment Income $22,903

Other Revenue $0

TOTAL REVENUE $1,070,505

Expense Breakdown

Grants Paid $38,800

Salaries & Benefits $128,668

Fundraising Expenses $0

Program Expenses $510,077

Other Expenses $448,015

TOTAL EXPENSES $615,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,070,505	$1,030,474	+0.0%
Expenses	$615,483	$725,171	-0.2%
Net Income	$455,022	$305,303	+0.5%

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

Employees

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

$8,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caroline Torio	Treasurer/CFO	25.00	Officer	$8,000	$0	$8,000
Susan Sperlazzo	Board	0.50	Director	$0	$0	$0
Jennifer Bangit	Board	0.50	Director	$0	$0	$0
Perseveranda Sison	Board	0.50	Director	$0	$0	$0
Adriana Farfan	Board	0.50	Director	$0	$0	$0
Kathryn Carey	Director	0.50	Director	$0	$0	$0
Maria Isabel Romea	Secretary	1.00	Officer	$0	$0	$0
Jackie Taylor	President	25.00	Officer	$0	$0	$0
Heather Lachenauer	Vice President	1.00	Officer	$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	$1,070,505	$615,483	$11,706,131	$455,022
2022	$1,030,474	$725,171	$11,251,109	$305,303
2021	$795,899	$691,563	$11,468,765	$104,336
2020	$730,253	$792,171	$11,415,659	$-61,918
2019	$863,228	$970,999	$11,525,212	$-107,771
2018	$1,363,226	$762,418	$11,681,958	$600,808

Association for Educational Development