MUNICIPAL FORUM YOUTH EDUCATION FUND (EIN 133965830) - 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

1997

Legal Domicile

Principal Officer

PRESCOTT ULREY

Phone

6462077713

Tax Period

2024-10-01 to 2025-09-30

MUNICIPAL FORUM YOUTH EDUCATION FUND, founded in 1997, is a small nonprofit in the Education sector that reported $274K in total revenue in fiscal year 2024. Expenses of $241K left a modest 12% surplus.

Mission

TO PROVIDE SUMMER INTERNSHIPS IN THE MUNICIPAL SECURITIES INDUSTRY TO NEW YORK CITY HIGH SCHOOL SENIORS AND AWARD SCHOLARSHIPS TO ACADEMICALLY ELIGIBLE INTERNSHIP ALUMNI.

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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 $219,912

Program Service Revenue $23,856

Investment Income $30,027

Other Revenue $0

TOTAL REVENUE $273,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,924

Other Expenses $240,845

TOTAL EXPENSES $240,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,795	$263,170	+0.0%
Expenses	$240,845	$224,979	+0.1%
Net Income	$32,950	$38,191	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY MARTIN	PRESIDENT	2.00	Officer	$0	$0	$0
CHARLES STAVITSKI	VICE PRESIDE	2.00	Officer	$0	$0	$0
LINDA YIP	VICE PRESIDE	2.00	Officer	$0	$0	$0
UYEN POH	SECRETARY	2.00	Officer	$0	$0	$0
PRESCOTT ULREY	TREASURER	2.00	Officer	$0	$0	$0
ARLENE BOHNER	TRUSTEE	1.00	Director	$0	$0	$0
GLORIA BOYD	TRUSTEE	1.00	Director	$0	$0	$0
LATRICE BAPTISTE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PUIG	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA FREDERICK	TRUSTEE	1.00	Director	$0	$0	$0
RANDY GERARDES	TRUSTEE	1.00	Director	$0	$0	$0
PORTIA LEE	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT PATTISON	TRUSTEE	1.00	Director	$0	$0	$0
MARK PRICE	TRUSTEE	1.00	Director	$0	$0	$0
MAULIN SHAH	TRUSTEE	1.00	Director	$0	$0	$0
DAVID WOMACK	TRUSTEE	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	$273,795	$240,845	$1,547,800	$32,950
2024	$263,170	$224,979	$1,397,172	$38,191
2023	$208,459	$176,050	$1,320,861	$32,409
2022	$315,717	$268,060	$1,039,699	$47,657
2021	$305,211	$302,712	$1,162,358	$2,499
2020	$128,547	$135,087	$992,392	$-6,540
2019	$218,796	$222,198	$945,943	$-3,402
2018	$185,101	$172,050	$937,003	$13,051

MUNICIPAL FORUM YOUTH EDUCATION FUND