MONTEREY COUNTY OFFICE OF EDUCATION PROGRAMS FOUNDATION (EIN 320445753) - 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

2013

Legal Domicile

Principal Officer

COLLEEN STANLEY

Phone

8317550300

Tax Period

2024-07-01 to 2025-06-30

MONTEREY COUNTY OFFICE OF EDUCATION PROGRAMS FOUNDATION, founded in 2013, is a small nonprofit in the Education sector that reported $195K in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $174K left a modest 10% surplus.

Mission

BUILD, SUPPORT AND EXPAND MCOE PROGRAMS AND RELATED SERVICES FOR MONTEREY COUNTY SCHOOL DISTRICTS

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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 $182,000

Program Service Revenue $0

Investment Income $12,764

Other Revenue $0

TOTAL REVENUE $194,764

Expense Breakdown

Grants Paid $172,786

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,786

Other Expenses $1,624

TOTAL EXPENSES $174,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,764	$582,635	-0.7%
Expenses	$174,410	$94,206	+0.9%
Net Income	$20,354	$488,429	-1.0%

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

$875,820

Total Directors

$875,820

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARRY BOUSUM	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$0
GINNY BROWN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEANNA AROMIN	SECRETARY	1.00	Officer Director	$0	$50,805	$201,544
COLLEEN STANLEY	CFO	1.00	Officer Director	$0	$82,417	$357,564
CARYN LEWIS	MEMBER-AT-LARGE	1.00	Officer Director	$0	$58,468	$316,712

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	$194,764	$174,410	$597,243	$20,354
2024	No data	No data	No data	No data
2023	$146,573	$111,194	$88,460	$35,379
2021	$558,923	$567,017	$47,988	$-8,094

MONTEREY COUNTY OFFICE OF EDUCATION PROGRAMS FOUNDATION