MONMOUTH ROSEVILLE EDUCATION FOUNDATION (EIN 371290954) - 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

1990

Legal Domicile

Principal Officer

DENISE MANN

Phone

3097344712

Tax Period

2024-01-01 to 2024-12-31

MONMOUTH ROSEVILLE EDUCATION FOUNDATION, founded in 1990, is a micro nonprofit that reported $24K in total revenue in fiscal year 2024. Expenses of $23K left a modest 4% surplus.

Mission

PROMOTE & BENEFIT PROGRAMS AND STUDENTS OF MONMOUTH-ROSEVILLE COMMUNITY UNIT SCHOOL DISTRICT 238.

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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 $15,226

Program Service Revenue $0

Investment Income $9,162

Other Revenue $0

TOTAL REVENUE $24,388

Expense Breakdown

Grants Paid $10,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,601

Other Expenses $12,751

TOTAL EXPENSES $23,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,388	$23,166	+0.1%
Expenses	$23,351	$23,034	+0.0%
Net Income	$1,037	$132	+6.9%

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

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
ANNIE BERGREN	DIRECTOR	N/A	Director	$0	$0	$0
ADAM CARLSON	TREASURER	N/A	Officer Director	$0	$0	$0
JENNIFER COOK	DIRECTOR	N/A	Director	$0	$0	$0
DEB DINGMAN	SECRETARY	N/A	Officer Director	$0	$0	$0
SARAH EDWARDS	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL ST GEORGE	DIRECTOR	N/A	Director	$0	$0	$0
ERIC GRANT	DIRECTOR	N/A	Director	$0	$0	$0
JORDAIN JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
DENISE MANN	CO-PRESIDENT	N/A	Officer Director	$0	$0	$0
AMANDA PILGER	CO-PRESIDENT	N/A	Officer Director	$0	$0	$0
GAIL SPARK	DIRECTOR	N/A	Director	$0	$0	$0
DON DAILY	HALL OF ACHI	N/A	Officer	$0	$0	$0
ANDREA FRIEDEN	ADMIN TEAM	N/A	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	$24,388	$23,351	$369,915	$1,037
2023	$23,166	$23,034	$364,292	$132
2022	$21,059	$31,568	$332,063	$-10,509
2021	$41,789	$14,648	$373,997	$27,141
2020	$18,895	$22,974	$351,125	$-4,079
2019	$34,536	$37,781	$351,164	$-3,245
2018	$55,759	$60,019	$347,909	$-4,260

MONMOUTH ROSEVILLE EDUCATION FOUNDATION