MZ FOUNDATION (EIN 204468327) - 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

2006

Legal Domicile

Principal Officer

ERIC FRIEDRICHS

Phone

2104955577

Tax Period

2024-01-01 to 2024-12-31

MZ FOUNDATION, founded in 2006, is a micro nonprofit in the Education sector that reported $72K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $366K exceeded revenue, resulting in a 405% operating deficit.

Mission

TO RAISE FUNDS AND DISTRIBUTE FOR EDUCATIONAL PURPOSES

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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 $17,286

Program Service Revenue $0

Investment Income $-42,765

Other Revenue $97,811

TOTAL REVENUE $72,332

Expense Breakdown

Grants Paid $100,415

Salaries & Benefits $254,189

Fundraising Expenses $0

Program Expenses $354,805

Other Expenses $10,967

TOTAL EXPENSES $365,571

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,332	$103,725	-0.3%
Expenses	$365,571	$205,656	+0.8%
Net Income	$-293,239	$-101,931	+1.9%

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

100

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

$254,189

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT MARTIN	PRESIDENT	0.50	Director	$0	$0	$0
PHILLIP MEZEY	VICE PRESIDENT	0.50	Director	$0	$0	$0
ERIC FRIEDRICHS	SECRETARY/TREASURER	0.50	Director	$0	$0	$0
DAVID MCARTHUR	EXECUTIVE DIRECTOR	40.00	Officer	$254,189	$0	$254,189

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	$72,332	$365,571	$965,804	$-293,239
2023	$103,725	$205,656	$972,782	$-101,931
2022	$59,362	$143,232	$808,133	$-83,870
2021	$432,378	$185,797	$1,166,790	$246,581
2020	$124,574	$310,363	$1,158,343	$-185,789
2019	$492,976	$210,919	$1,116,531	$282,057
2018	$469,656	$156,601	$801,272	$313,055

MZ FOUNDATION