META FOUNDATION (EIN 330913837) - 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

2000

Legal Domicile

Principal Officer

LEO ESTEVEZ

Phone

3235569000

Tax Period

2023-01-01 to 2023-12-31

META FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $129K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 76% operating margin.

Mission

THE ORGANIZATION'S PURPOSE IS TO FUND EDUCATIONAL SCHOLARSHIPS AND TO PROVIDE ASSISTANCE TO ENABLE PERSONS TO OBTAIN POST-SECONDARY EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $105,605

Program Service Revenue $0

Investment Income $15,615

Other Revenue $7,305

TOTAL REVENUE $128,525

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,000

Other Expenses $14,775

TOTAL EXPENSES $30,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,525	$73,872	+0.7%
Expenses	$30,775	$78,004	-0.6%
Net Income	$97,750	$-4,132	-24.7%

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
STEVES RODRIGUEZ	TREASURER	5.00	Officer	$0	$0	$0
LEO ESTEVEZ	CHAIR	5.00	Officer	$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
2024	No data	No data	No data	No data
2023	$128,525	$30,775	$643,571	$97,750
2022	$73,872	$78,004	$531,783	$-4,132
2021	$148,950	$78,549	$695,250	$70,401
2020	$81,418	$113,203	$637,259	$-31,785
2019	$161,589	$143,791	$669,044	$17,798
2018	$75,869	$161,375	$651,246	$-85,506

META FOUNDATION