COROLLA EDUCATION FOUNDATION (EIN 275002997) - 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

MEGHAN AGRESTO

Phone

2524559449

Tax Period

2024-07-01 to 2025-06-30

COROLLA EDUCATION FOUNDATION, founded in 2010, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $857K, a strong 59% operating margin.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL TO PROMOTE EDUCATIONAL OPPORTUNITIES IN A REMOTE AREA

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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 $1,395,487

Program Service Revenue $0

Investment Income $45,146

Other Revenue $9,610

TOTAL REVENUE $1,450,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $447,199

Fundraising Expenses $0

Program Expenses $531,251

Other Expenses $145,909

TOTAL EXPENSES $593,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,450,243	$1,030,979	+0.4%
Expenses	$593,108	$581,846	+0.0%
Net Income	$857,135	$449,133	+0.9%

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

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
MEGHAN AGRESTO	PRESIDENT	12.00	Officer Director	$0	$0	$0
BRYAN DAGGETT	VICE PRESIDENT, TREASURER	9.00	Officer Director	$0	$0	$0
ALLISON BROUGHTON	SECRETARY	2.00	Officer Director	$0	$0	$0
AL MARZETTI	MEMBER	3.00	Director	$0	$0	$0
SUSAN TAYLOR	MEMBER	2.00	Director	$0	$0	$0
WAYNE EVANS	MEMBER	8.00	Director	$0	$0	$0
TONY CERRI	MEMBER	2.00	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	$1,450,243	$593,108	$3,438,738	$857,135
2024	$1,030,979	$581,846	$2,009,725	$449,133
2023	$1,197,260	$545,243	$1,557,964	$652,017
2022	$778,806	$512,205	$903,769	$266,601
2021	$539,784	$473,212	$637,934	$66,572
2020	$474,302	$407,797	$570,702	$66,505
2019	$457,348	$370,737	$503,949	$86,611
2018	$395,393	$335,018	$417,468	$60,375

COROLLA EDUCATION FOUNDATION