MASTERY FOUNDATION (EIN 222616092) - 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

1983

Legal Domicile

Phone

8008908540

Tax Period

2024-01-01 to 2024-12-31

MASTERY FOUNDATION, founded in 1983, is a small nonprofit in the Religion sector that reported $228K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $218K left a modest 4% surplus.

Mission

CONTINUTING EDUCATION PROGRAMS FOR INTERFAITH GRASSROOTS RELIGIOUS AND COMMUNITY LEADERS. WE TEACH NEW TECHNIQUES FOR EMPOWERING THESE LEADERS IN THEIR WORK AND LEADERSHIP, FOR DEVELOPING AND FURTHERING NEW RELATIONSHIPS AT A GRASSROOTS LEVEL, AND FOR CREATING CONVERSATIONS AND INITIATIVES THAT GENERATE NEW POSSIBILITIES FOR THE FUTURE.

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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 $126,131

Program Service Revenue $102,174

Investment Income $-589

Other Revenue $0

TOTAL REVENUE $227,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,977

Fundraising Expenses $13,012

Program Expenses $178,012

Other Expenses $115,497

TOTAL EXPENSES $218,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,716	$207,656	+0.1%
Expenses	$218,474	$218,315	+0.0%
Net Income	$9,242	$-10,659	-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

Volunteers

N/A

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

$94,965

Total Directors

$94,965

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN OVERTON	Exec Dir & VP	40.00	Officer Director	$91,200	$3,765	$94,965
JIM KENEFICK	BOARD MEMBER	10.00	Director	$0	$0	$0
ED STROUPE	President	0.50	Officer Director	$0	$0	$0
RABBI ARNOLD MARK BELZER	Vice President	0.00	Officer Director	$0	$0	$0
DAN BROWNELL	Treasurer	10.00	Officer Director	$0	$0	$0
BROTHER BILL CAWLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MYRTLE GALLOW	BOARD MEMBER	3.00	Director	$0	$0	$0
NANCY JUDA	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL MORAN	BOARD MEMBER	1.00	Director	$0	$0	$0
REVEREND SHANE PHELAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG PLETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
ART SCHREIBER	Secretary	0.50	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	$227,716	$218,474	$211,025	$9,242
2023	$207,656	$218,315	$199,520	$-10,659
2022	$222,832	$208,630	$210,169	$14,202
2021	$134,353	$136,912	$189,318	$-2,559
2020	$210,985	$159,247	$193,981	$51,738
2019	$234,122	$261,554	$142,331	$-27,432
2018	$235,408	$268,312	$169,312	$-32,904

MASTERY FOUNDATION