MOUNT ZION FOUNDATION FOR QUALITY EDUCATION (EIN 371319031) - 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

1993

Legal Domicile

Principal Officer

BETSY TANNER

Phone

2178642367

Tax Period

2024-07-01 to 2025-06-30

MOUNT ZION FOUNDATION FOR QUALITY EDUCATION, founded in 1993, is a small nonprofit in the Education sector that reported $338K in total revenue in fiscal year 2024. Revenue surged 165% from the prior year, signaling strong growth momentum. Expenses of $390K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVIDE GRANTS FOR MT. ZION SCHOOLS

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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 $338,629

Program Service Revenue $0

Investment Income $5,431

Other Revenue $-6,496

TOTAL REVENUE $337,564

Expense Breakdown

Grants Paid $387,942

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $389,663

Other Expenses $1,721

TOTAL EXPENSES $389,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,564	$127,292	+1.7%
Expenses	$389,663	$96,745	+3.0%
Net Income	$-52,099	$30,547	-2.7%

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

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
JESSICA ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY BRAMMER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATY DOOLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRISHA ERICKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA FLORA	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE FOSTER	TREASURER	1.00	Officer Director	$0	$0	$0
AMANDA JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSS MUNSTERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM ROCKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLEE RONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE SHUMAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY SWARTZ	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BETSY TANNER	PRESIDENT	1.00	Officer 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	$337,564	$389,663	$36,033	$-52,099

MOUNT ZION FOUNDATION FOR QUALITY EDUCATION