Education-plus Inc Dba Education Plus Health

Nonprofit profile at a glance

EIN
820374669
IRS 990 coverage
2013–2024
Forms available
Form 990 2024, Form 990-EZ 2010
Location
Philadelphia, PA, USA
Phone
2156876286
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$3,149,910
Expenses
$2,928,436
Assets
$3,046,787
Liabilities
$320,270

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • WENDY-ANNE ROBERTS-JOHNSON (President)

Highest reported compensation

  • JULIE COULSER EMIG (Executive Dir.): $164,130 total reported compensation
  • PAULA NAVAS (Director): $114,622 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Education-plus, inc. Was formed in Idaho in 1982 for educational and charitable purposes, to operate nonprofit supplemental testing, assessment, and tutoring for students with learning differences. In 2009, education plus expanded its reach to Pennsylvania, to address the intersection of limited access to quality health care and education. Today education-plus, inc. In pa serves more than 7,000 individuals to improve education and health outcomes, through school based health centers, afterschool programming and post-secondary access through partnership with philadelphia communities and harcum college.

What it reported doing in 2024

School based health centerseducation-plus, inc. Operates 5 school-based health centers for more than 2,000 students in philadelphia charter and private schools, using a hybrid model of school nursing and primary care delivered by a certified registered nurse practitioner, a certified school nurse, and a licensed practical nurse. The center blends the models of a convenient care clinic and medical home to provide primary care services in the school setting. The clinical team is supported by a community health worker, who works with students and families to provide health education and support social determinants of health needs, and behavioral health counselor, to provide brief therapeutic intervention for students. Education-plus, inc. Also provides school-based sexual health education in 8 schools and operates an asthma home-visiting program in collaboration with the philadelphia department of public health. In addition, in fy25, the organization launched a wellness initiative in the school-based health centers to assist students and families with adapting healthier habits. Supports within the wellness initiative include screening, preventive and chronic care management, health education, and monitoring. The goal of this program is to encourage positive behavior change for better health and academic outcomes, utilizing a food as medicine approach. The initiative also focuses on building sustainable partnerships with key community partners in the nutrition and wellness space to support sustainability.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 70
  • Accountability: 88
  • Sustainability: 48
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.1%; rating input score 79
  • Program expense ratio: 84.8%; rating input score 85
  • Fundraising efficiency: $78.31 raised per $1 spent on fundraising; rating input score 84; 84th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 88.9%; rating input score 89; 20th percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 7%; rating input score 56; 56th percentile among comparable filings
  • Total-asset coverage ratio: 1.04; rating input score 38; 38th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 9.5%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: 10.1% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: 11.8% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 16.4% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 79.1% of revenue deployed · 84.8% of spending went to programs
  • Governance: 8 of 9 board members independent · 6 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $2.5M in reported program spending
  • Leadership: top reported pay $164K · 11 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 23 of 23 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • Review — Sustainability: Operating margin scored 56/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.