The Tacoma Education Dream Fund (EIN 993279799) - 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

2024

Legal Domicile

Principal Officer

Shon Sylvia

Phone

2535711040

Tax Period

2024-09-01 to 2025-08-31

The Tacoma Education Dream Fund, founded in 2024, is a small nonprofit in the Education sector that reported $350K in total revenue in fiscal year 2024. The organization ran a surplus of $124K, a strong 35% operating margin.

Mission

We support the whole child by providing access to extraordinary opportunities in partnership with Tacoma Public Schools and the community.

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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 $350,211

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $350,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,298

Fundraising Expenses $104,349

Program Expenses $84,044

Other Expenses $40,657

TOTAL EXPENSES $225,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,211	N/A	N/A
Expenses	$225,955	N/A	N/A
Net Income	$124,256	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

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

$5,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sue Elkin	CEO	40.00	Officer	$5,769	$0	$5,769
Adan Espino	Board Member	1.00	Director	$0	$0	$0
Elizabeth Bonbright	Board Member	1.00	Director	$0	$0	$0
Eric Cederstrand	Board Member	1.00	Director	$0	$0	$0
Jeannie Nist	Board Member	1.00	Director	$0	$0	$0
Joshua Garcia	Board Member	1.00	Director	$0	$0	$0
Lisa Keating	Board Member	1.00	Director	$0	$0	$0
Malik Gbenro	Board Member	1.00	Director	$0	$0	$0
Michele Cannon Bessler	Secretary	1.00	Officer Director	$0	$0	$0
Minh Anh Hodge	Board Member	1.00	Director	$0	$0	$0
Priscilla Lisicich	Board Member	1.00	Director	$0	$0	$0
Rosalind Medina	Treasurer	1.00	Officer Director	$0	$0	$0
Shon Sylvia	Chair	1.00	Officer Director	$0	$0	$0
Xavier Cooper	Board Member	1.00	Director	$0	$0	$0
Fabiola Greenwalt	Board Member	1.00	Director	$0	$0	$0
Faaluaina Pritchard	Board Member	0.00	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	$350,211	$225,955	$128,161	$124,256

The Tacoma Education Dream Fund