MONROE PUBLIC SCHOOLS FOUNDATION

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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

2006

Legal Domicile

Principal Officer

KATY WOODS

Phone

3608044317

Tax Period

2023-09-01 to 2024-08-31

MONROE PUBLIC SCHOOLS FOUNDATION, founded in 2006, is a small nonprofit in the Education sector that reported $241K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring.

Mission

TO DEVELOP AND PROVIDE COMMUNITY SUPPORT TO STRENGTHEN THE ACHIEVEMENT OF ALL STUDENTS WITHIN THE MONROE PUBLIC SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $246,687

STRENGTHENING THE ACHIEVEMENT OF ALL STUDENTS WITHIN THE MONROE PUBLIC SCHOOL DISTRICT BY AWARDING GRANTS AND SCHOLARSHIPS TO HELP SUPPORT, REWARD, HONOR AND DEVELOP OUTSTANDING TREACHERS, STUDENTS...

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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 (2023)

Revenue Breakdown

Contributions & Grants $198,761

Program Service Revenue $0

Investment Income $76

Other Revenue $42,293

TOTAL REVENUE $241,130

Expense Breakdown

Grants Paid $118,502

Salaries & Benefits $58,673

Fundraising Expenses $1,908

Program Expenses $246,687

Other Expenses $85,671

TOTAL EXPENSES $262,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,130	$356,873	-0.3%
Expenses	$262,846	$313,074	-0.2%
Net Income	$-21,716	$43,799	-1.5%

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

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
KATY WOODS	PRESIDENT	5.00	Officer	$0	$0	$0
JASON GAMBLE	VICE PRESIDE	1.00	Officer	$0	$0	$0
PAM BAKER	SECRETARY	1.00	Officer	$0	$0	$0
DIANNE FORTH	TREASURER	1.00	Officer	$0	$0	$0
KATIE RYBAR	BOARD MEMBER	1.00	Director	$0	$0	$0
DOTTIE SIMONI	BOARD MEMBER	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
2024	$241,130	$262,846	$161,368	$-21,716
2023	$356,873	$313,074	$183,809	$43,799
2022	$288,619	$345,380	$139,578	$-56,761
2021	$251,486	$237,885	$199,934	$13,601
2020	$273,021	$337,118	$186,062	$-64,097
2019	$302,198	$268,950	$245,209	$33,248