MT CARMEL EDUCATION FOUNDATION (EIN 272616477) - 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

2010

Legal Domicile

Principal Officer

GEMA BELL

Phone

8584841180

Tax Period

2024-07-01 to 2025-06-30

MT CARMEL EDUCATION FOUNDATION, founded in 2010, is a small nonprofit in the Education sector that reported $968K in total revenue in fiscal year 2024. Expenses of $938K left a modest 3% surplus.

Mission

THE MT. CARMEL EDUCATION FOUNDATION RAISES MONEY TO PROVIDE SUPPORT TO THE TEACHERS AND STUDENTS OF MT. CARMEL HIGH SCHOOL.SPECIFICALLY SUPPORT IS PROVIDED IN THE AREAS OF ACADEMICS, SPORTS AND TECHNOLOGY.

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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 $963,287

Program Service Revenue $0

Investment Income $4,419

Other Revenue $0

TOTAL REVENUE $967,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $938,095

Other Expenses $938,095

TOTAL EXPENSES $938,095

Year-over-Year Comparison

	2024	2023	Change
Revenue	$967,706	$912,915	+0.1%
Expenses	$938,095	$902,300	+0.0%
Net Income	$29,611	$10,615	+1.8%

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

250

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
SHELLEY PORTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
KERRI FRONJIAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
THOMAS MCFADDEN	TREASURER	2.00	Officer Director	$0	$0	$0
GEMA BELL	SECRETARY	2.00	Officer 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	$967,706	$938,095	$499,253	$29,611
2024	$912,915	$902,300	$466,115	$10,615
2022	$616,522	$626,343	$417,516	$-9,821

MT CARMEL EDUCATION FOUNDATION