EDUCATION RESOURCE FUND (EIN 954857649) - 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

1981

Legal Domicile

Principal Officer

JOHN KIEFFER

Phone

9497732189

Tax Period

2024-01-01 to 2024-12-31

EDUCATION RESOURCE FUND, founded in 1981, is a small nonprofit in the Education sector that reported $225K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $211K left a modest 6% surplus.

Mission

THE ORGANIZATION IS A NON-PROFIT ORGANIZATION THAT IS DEDICATED TO ASSISTING CHARITABLE AND EDUCATION PROJECTS FOR THE COMMON GOOD. THESE OBJECTIVES INCLUDE TEACHING THE SCIENCE OF PRENATAL DEVELOPMENT THROUGH WEBSITE AND APP DESIGN FOR USE WITH DIGITAL DEVICES.

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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 $225,033

Program Service Revenue $25

Investment Income $0

Other Revenue $0

TOTAL REVENUE $225,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,021

Other Expenses $210,516

TOTAL EXPENSES $210,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,058	$290,516	-0.2%
Expenses	$210,516	$324,820	-0.4%
Net Income	$14,542	$-34,304	-1.4%

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
LORINDA PETERSON	Secretary	1.00	Director	$0	$0	$0
MARYANN MATTHEWS	President	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
2024	$225,058	$210,516	$17,216	$14,542
2023	$290,516	$324,820	$3,024	$-34,304
2022	$392,459	$375,899	$36,978	$16,560

EDUCATION RESOURCE FUND