The Education Conservancy

Nonprofit profile at a glance

EIN
200710628
IRS 990-EZ coverage
2013–2017
Forms available
Form 990 2012, Form 990-EZ 2017
Location
Portland, OR, USA
Phone
5032900083
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Official website

Reported finances

Revenue
$55,000
Expenses
$105,859
Assets
$108,795

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

3 people listed

People named in this filing

  • LLOYD THACKER (EXECUTIVE DI)
  • JAMES H WOLFSTON JR (DIRECTOR/BOA)
  • ED TRACHTENBARG (DIRECTOR/BOA)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The education conservancy is committed to improving the college admissions process for students, parents, colleges, and high schools. By harnessing the research, ideas, leadership and imagination of thoughtful educators, the education conservancy delivers appropriate advice, advocacy, and services.

What it reported doing in 2017

Delivered approximately 9 speeches and presentations to students, parents, high school and college administrators, funding sources, partners and others to advance the mission of the education conservancy.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
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

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 82
  • Sustainability: 18
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 29.1%; rating input score 29
  • Program expense ratio: 15.1%; rating input score 15

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -92.5%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 1.03; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 65.2%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: -37.2% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -19.1% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: -9.5% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 29.1% of revenue deployed · 15.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $16K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2013 to 2017
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Key Signals

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

  • High — Financial Efficiency: Mission deployment rate scored 29/100.
  • High — Financial Efficiency: Program expense ratio scored 15/100.
  • High — Sustainability: Operating margin scored 7/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Officer compensation ratio scored 1/100.