EDUCATION UPWARD INC (EIN 994903673) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

RICHARD HANNMANN

Phone

5184648500

Tax Period

2024-07-01 to 2025-06-30

EDUCATION UPWARD INC, founded in 2024, is a micro nonprofit in the Education sector that reported $90K in total revenue in fiscal year 2024. The organization ran a surplus of $81K, a strong 90% operating margin.

Mission

Education Upward, Inc. activities are in furtherance of its charitable and educational purposes, which include the provision of administrative and other services to or for the benefit of, and to otherwise support and advance the purposes of, Excelsior University, Education Upward's sole corporate Member.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $90,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $90,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $8,834

TOTAL EXPENSES $8,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,000	N/A	N/A
Expenses	$8,834	N/A	N/A
Net Income	$81,166	$0	N/A

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$298,989

Total Directors

$298,989

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD HANNMANN	DIRECTOR - PRESIDENT	1	Officer Director	$0	$19,657	$298,989
CLAR ROSSO	DIRECTOR - TREASURER until 1/28/2025	1	Officer Director	$0	$0	$0
CHRISTINE QUINN	DIRECTOR - SECRETARY	1	Officer Director	$0	$0	$0
LAURA CASAMENTO	DIRECTOR - TREASURER from 1/29/2025-9/17/2025	1	Officer 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	$90,000	$8,834	$81,166	$81,166

EDUCATION UPWARD INC