MENLO-ATHERTON HIGH SCHOOL FOUNDAT… - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

JENNIFER ROBERTS

Phone

6503225311

Tax Period

2024-08-01 to 2025-07-31

MENLO-ATHERTON HIGH SCHOOL FOUNDATION FOR THE FUTURE, founded in 1992, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.2M left a modest 10% surplus.

Mission

THE MISSION OF THE FOUNDATION IS TO RAISE FUNDS FROM CURRENT AND ALUMNI FAMILIES, COMMUNITY MEMBERS, AND LOCAL FOUNDATIONS INTERESTED IN SUPPORTING EDUCATIONAL EXCELLENCE IN THEIR COMMUNITY. RATHER THAN SUPPLANTING LOCAL FUNDING, THE FOUNDATION'S GOAL IS TO FUND PROGRAMS WHICH WOULD OTHERWISE BE UNAVAILABLE DUE TO LIMITED FUNDING FOR PUBLIC EDUCATION. INITIATIVES FUNDED WITH THE GENEROUS SUPPORT OF THE COMMUNITY PROVIDE FOR CRITICAL EDUCATIONAL PROGRAMS AND STAFFING THAT BENEFIT EACH AND EVERY M-A STUDENT.

Program Service Accomplishments

Program 1

Expenses: $1,879,815

THE FOUNDATION GRANTS FUNDS TO ENSURE SMALLER CLASS SIZES AND OTHER CRITICAL PROGRAMS INCLUDING THE HOMEWORK AND WRITING CENTER, COUNSELORS, MENTAL HEALTH SUPPORTS, AND PROFESSIONAL DEVELOPMENT FOR...

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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 $2,290,098

Program Service Revenue $157

Investment Income $159,877

Other Revenue $-5,564

TOTAL REVENUE $2,444,568

Expense Breakdown

Grants Paid $1,879,815

Salaries & Benefits $173,886

Fundraising Expenses $72,851

Program Expenses $1,879,815

Other Expenses $141,783

TOTAL EXPENSES $2,195,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,444,568	$2,454,278	0.0%
Expenses	$2,195,484	$2,138,056	+0.0%
Net Income	$249,084	$316,222	-0.2%

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

$155,725

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE LEMBERGER	AUCTION COMMITTEE, CHAIR	1.00	Director	$0	$0	$0
SARA LESLIE	AUDIT COMMITTEE, CHAIR	1.00	Director	$0	$0	$0
CELINE SANIE	EXECUTIVE COMMITTEE, ANNUAL CAMPAIGN CHAIR	2.00	Director	$0	$0	$0
STEVE CLARK	EXECUTIVE COMMITTEE, CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
STEPHIE JOHNSON	EXECUTIVE COMMITTEE, CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
KRISTA ROSA	EXECUTIVE COMMITTEE, LEADERSHIP CHAIR	2.00	Director	$0	$0	$0
TIFFANEY FOX QUINTANA	EXECUTIVE COMMITTEE, SECRETARY	10.00	Officer Director	$0	$0	$0
JENNIFER ROBERTS	EXECUTIVE COMMITTEE, TREASURER & INVESTMENT COMMIT	10.00	Officer Director	$0	$0	$0
ROB BENTLEY	EXECUTIVE COMMITTEE, VICE PRESIDENT	2.00	Director	$0	$0	$0
ANNA ABILEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIANNE BADAWI	BOARD MEMBER	0.50	Director	$0	$0	$0
GEOFF BLANFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
BRANDON BODOR	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIE BROWN	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL CHARRETTE	BOARD MEMBER	0.50	Director	$0	$0	$0
TRACY CHESLER	BOARD MEMBER	0.50	Director	$0	$0	$0
SUSAN FLEISCHMANN	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT FOLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
GUS GOSTYLA	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE MCEVILLY	BOARD MEMBER	0.50	Director	$0	$0	$0
MEREDITH NONNENBERG	BOARD MEMBER	0.50	Director	$0	$0	$0
TODD ROSE	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID HENIG	BOARD MEMBER	0.50	Director	$0	$0	$0
CLARISSA LEE	BOARD MEMBER	0.50	Director	$0	$0	$0
DANA CARMEL	BOARD MEMBER	0.50	Director	$0	$0	$0
LENA CHANE	BOARD MEMBER	0.50	Director	$0	$0	$0
AMY COOLICAN	BOARD MEMBER	0.50	Director	$0	$0	$0
CRAIG FALKENHAGEN	BOARD MEMBER	0.50	Director	$0	$0	$0
JUD HOFFMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
BESS KENNEDY	BOARD MEMBER	0.50	Director	$0	$0	$0
SAGAR PATEL	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDY PFLAUM	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA ROTHSTEIN	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURIE SCOTT	BOARD MEMBER	0.50	Director	$0	$0	$0
YEBHIN SONG	BOARD MEMBER	0.50	Director	$0	$0	$0
MONICA TOMPKINS	BOARD MEMBER	0.50	Director	$0	$0	$0
ANN-MARIE MEACHAM	EXECUTIVE DIRECTOR	40.00	Officer	$155,725	$0	$155,725

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	$2,444,568	$2,195,484	$5,059,445	$249,084
2024	$2,454,278	$2,138,056	$4,535,109	$316,222
2023	$2,881,463	$2,121,705	$4,655,792	$759,758
2022	$2,511,347	$1,869,607	$3,012,969	$641,740
2021	$2,307,670	$1,906,555	$2,514,099	$401,115
2020	$2,423,237	$2,287,804	$1,888,946	$135,433
2019	$2,492,946	$2,457,210	$1,688,811	$35,736
2018	$2,670,872	$2,545,704	$1,615,252	$125,168

MENLO-ATHERTON HIGH SCHOOL FOUNDATION FOR THE FUTURE