MARCUS A FOSTER EDUCATIONAL INSTITUTE (EIN 237357906) - 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

1973

Legal Domicile

Principal Officer

ALICIA DIXON

Phone

5107771600

Tax Period

2017-07-01 to 2018-06-30

MARCUS A FOSTER EDUCATIONAL INSTITUTE, founded in 1973, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2017. Revenue decreased 14% compared to the prior year. Expenses of $2.1M exceeded revenue, resulting in a 60% operating deficit.

Mission

WE ARE A COMPASSIONATE, COLLABORATIVE ORGANIZATION SEEKING TO HELP REALIZE TRANSFORMATIVE EDUCATIONAL EQUITY FOR THE OAKLAND COMMUNITY. OUR MISSION IS REALIZED THROUGH VIABLE PARTNERSHIPS THAT SYSTEMICALLY IMPROVE THE EDUCATIONAL CONDITIONS IN PUBLIC SCHOOL DISTRICTS FOR UNDER-REPRESENTED STUDENTS AND THE EDUCATIONAL OUTCOMES NEEDED FOR THEIR LIFE SUCCESS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,162,585

Program Service Revenue $72,996

Investment Income $107,853

Other Revenue $-32,604

TOTAL REVENUE $1,310,830

Expense Breakdown

Grants Paid $133,500

Salaries & Benefits $930,291

Fundraising Expenses $2,000

Program Expenses $1,678,820

Other Expenses $1,032,553

TOTAL EXPENSES $2,096,344

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,310,830	$1,530,371	-0.1%
Expenses	$2,096,344	$1,782,157	+0.2%
Net Income	$-785,514	$-251,786	+2.1%

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

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

$116,295

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CECILIA ANGAT	DIRECTOR	2.00	Director	$0	$0	$0
ANAGHA DANDEKAR CLIFFORD	DIRECTOR	2.00	Director	$0	$0	$0
LINDA HALPERN	DIRECTOR	2.00	Director	$0	$0	$0
BIFF WAYNE CLARK	DIRECTOR	2.00	Director	$0	$0	$0
COYNESS L ENNIX JR MD	DIRECTOR	2.00	Director	$0	$0	$0
JUAN GUERRA	DIRECTOR	2.00	Director	$0	$0	$0
DENISE G SADDLER	INTERIM SECRETARY	2.00	Officer Director	$0	$0	$0
MARSHA FOSTER BOYD	INTERIM PRESIDENT	2.00	Officer Director	$0	$0	$0
ALICIA DIXON	EXECUTIVE DIRECTOR	40.00	Officer	$116,295	$0	$116,295

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
2018	$1,310,830	$2,096,344	$1,353,737	$-785,514

MARCUS A FOSTER EDUCATIONAL INSTITUTE