Meadowbrook Educational Foundation

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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

1995

Principal Officer

Kerri Fronjian

Phone

8583497572

Tax Period

2020-07-01 to 2021-06-30

Meadowbrook Educational Foundation, founded in 1995, is a small nonprofit in the Education sector that reported $245K in total revenue in fiscal year 2020. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $231K left a modest 6% surplus.

Mission

Fundraising for educational equipment and related items.

Program Service Accomplishments

Program 1

Expenses: $216,980

Providing funding for the Meadowbrook Academy. Serves approximately 400 students. Extracurricular instruction requiring extra teacher salaries, equipment, and supplies.

Program 2

Expenses: $8,014

Student Experience funding provides approximately 1100 students with technology such as tablet computers. All teachers receive an annual stipend for supplies and a variety of academic and award...

Student Experience funding provides approximately 1100 students with technology such as tablet computers. All teachers receive an annual stipend for supplies and a variety of academic and award events are funded.

Program 3

Expenses: $5,177

Technology resources-computer and visual art technology and maintenance, software for 1100 students

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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 (2020)

Revenue Breakdown

Contributions & Grants $231,490

Program Service Revenue $6,908

Investment Income $0

Other Revenue $6,935

TOTAL REVENUE $245,333

Expense Breakdown

Grants Paid $230,077

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,176

Other Expenses $1,145

TOTAL EXPENSES $231,222

Year-over-Year Comparison

	2020	2019	Change
Revenue	$245,333	$175,537	+0.4%
Expenses	$231,222	$30,171	+6.7%
Net Income	$14,111	$145,366	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kerri Fronjian	President	5.00	Officer Director	$0	$0	$0
Michele Curtis	Vice President	0.00	Officer Director	$0	$0	$0
Scott Bramwell	Secretary	0.00	Officer Director	$0	$0	$0
Kate Palumbo	Treasurer	1.00	Officer Director	$0	$0	$0
Shalom Bowcott	Member	0.00	Director	$0	$0	$0
April Cote	Member	0.00	Director	$0	$0	$0
Corinna Wong	Member	0.00	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
2021	$245,333	$231,222	$209,952	$14,111