THE INDIAN RIVER EDUCATION FUND

EIN: 993295000 501(c)(3) Education

VERO BEACH, FL

Total Revenue
$911,969
Total Expenses
$813,084
Total Assets
$322,162
Net Assets
$322,162
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2024
Legal Domicile
FL
Principal Officer
WILLIAM PENNEY
Phone
7725643150
Tax Period
2024-07-01 to 2025-06-30

THE INDIAN RIVER EDUCATION FUND, founded in 2024, is a small nonprofit in the Education sector that reported $912K in total revenue in fiscal year 2024. Revenue surged 273% from the prior year, signaling strong growth momentum. Expenses of $813K left a modest 11% surplus.

Mission

THE INDIAN RIVER EDUCATION FUND BRINGS TOGETHER CIVIC AND CORPORATE LEADERS TO SUPPORT INNOVATION, STRENGTHEN PUBLIC SCHOOLS, AND ALIGN COMMUNITY INVESTMENT WITH DISTRICT PRIORITIES.OUR VISION IS TO MAKE SDIRC THE BEST CHOICE FOR EDUCATION IN INDIAN RIVER COUNTY.THE INDIAN RIVER EDUCATION FUND WAS CREATED AT A MOMENT OF BOTH ACHIEVEMENT AND CHANGE FOR PUBLIC EDUCATION IN INDIAN RIVER COUNTY. AS THE DISTRICT HAS STRENGTHENED ITS PERFORMANCE, THE EDUCATIONAL LANDSCAPE HAS ALSO BECOME MORE COMPETITIVE, WITH FAMILIES HAVING MORE CHOICES THAN EVER BEFORE. THE FUND WAS ESTABLISHED TO HELP SUSTAIN DISTRICT MOMENTUM, SUPPORT INNOVATION, AND ALIGN PRIVATE-SECTOR INVESTMENT WITH DISTRICT PRIORITIES. TODAY, ITS STRATEGIC DIRECTION IS CENTERED ON TWO CORE FOCUS AREAS, LEADERSHIP AND INNOVATION, WITH THE GOAL OF ACCELERATING SCHOOL IMPROVEMENT AND IMPROVING STUDENT OUTCOMES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $911,813
Program Service Revenue $0
Investment Income $156
Other Revenue $0
TOTAL REVENUE $911,969

Expense Breakdown

Grants Paid $0
Salaries & Benefits $161,658
Fundraising Expenses $50,241
Program Expenses $597,221
Other Expenses $643,426
TOTAL EXPENSES $813,084

Year-over-Year Comparison

2024 2023 Change
Revenue $911,969 $244,472 +2.7%
Expenses $813,084 $21,195 +37.4%
Net Income $98,885 $223,277 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM PENNEY CHAIRMAN 1.00
Officer Director
$0 $0 $0
JOHN CALCAGNO SECRETARY 1.00
Officer Director
$0 $0 $0
MATT RUNDELS VICE CHAIRMAN/TREASURER 1.00
Officer Director
$0 $0 $0
SAM BLOCK DIRECTOR 1.00
Director
$0 $0 $0
LAICA GERWEIN-MORETA DIRECTOR 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
2025 $911,969 $813,084 $322,162 $98,885
2024 $244,472 $21,195 $223,277 $223,277
Explore More Nonprofits
Top 100 Nonprofits in Florida Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE INDIAN RIVER EDUCATION FUND with other nonprofits in Florida and across the country.