Haverhill Education Foundation (EIN 223152599) - 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

1990

Legal Domicile

Principal Officer

Tina Fuller

Phone

9786975620

Tax Period

2025-01-01 to 2025-12-31

Haverhill Education Foundation, founded in 1990, is a micro nonprofit in the Education sector that reported $71K in total revenue in fiscal year 2025. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 64% operating margin.

Mission

To preserve quality education in the City of Haverhill by raising funds for the support of the Haverhill Public School system and associated activities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $35,830

Program Service Revenue $0

Investment Income $27,723

Other Revenue $7,520

TOTAL REVENUE $71,073

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,356

Other Expenses $22,356

TOTAL EXPENSES $25,356

Year-over-Year Comparison

	2025	2024	Change
Revenue	$71,073	$43,475	+0.6%
Expenses	$25,356	$21,362	+0.2%
Net Income	$45,717	$22,113	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Herbert Bergh	President	10.00	Director	$0	$0	$0
Tina Fuller	Treasurer	10.00	Director	$0	$0	$0
Shanyn Toulouse	Vice President	10.00	Director	$0	$0	$0
Kalyn Ryll	Clerk	5.00	Director	$0	$0	$0
Jennifer Arndt	Teacher	5.00	Director	$0	$0	$0
Jenniffer Cabrera-Vincente	Teacher	5.00	Director	$0	$0	$0
Susan Blim	Teacher	5.00	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	$71,073	$25,356	$1,367,311	$45,717
2024	$43,475	$21,362	$1,225,976	$22,113
2023	$90,038	$11,961	$1,092,895	$78,077
2022	$914,160	$3,813	$1,005,794	$910,347

Haverhill Education Foundation