ROYAL OAK FOUNDATION FOR PUBLIC EDUCATION (EIN 383147156) - 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

1992

Legal Domicile

Principal Officer

Maryanne Vanhaitsma

Phone

2482884437

Tax Period

2024-01-01 to 2024-12-31

ROYAL OAK FOUNDATION FOR PUBLIC EDUCATION, founded in 1992, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $94K in total revenue in fiscal year 2024. Revenue surged 242% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 55% operating margin.

Mission

ENRICHING LIVES THROUGH EDUCATIONAL OPPORTUNITY

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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 $0

Program Service Revenue $0

Investment Income $71,597

Other Revenue $22,467

TOTAL REVENUE $94,064

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,636

Other Expenses $10,636

TOTAL EXPENSES $42,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$94,064	$27,496	+2.4%
Expenses	$42,636	$36,716	+0.2%
Net Income	$51,428	$-9,220	-6.6%

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
Barbara Lloyd	Trustee	2	Director	$0	$0	$0
David Dursum	Trustee	2	Director	$0	$0	$0
Sherry Toggweiler	Trustee	2	Director	$0	$0	$0
Christine Hartwig	Trustee	2	Director	$0	$0	$0
Jeanne Dolson	Trustee	2	Director	$0	$0	$0
Deb Anderson	Trustee	2	Director	$0	$0	$0
Betty Ann Garlak	Trustee	2	Director	$0	$0	$0
Stan Harris	Trustee	2	Director	$0	$0	$0
John Kurt Von Eberstein	Trustee	2	Director	$0	$0	$0
Rachel Forsyth	Trustee	2	Director	$0	$0	$0
Janet Von Eberstein	Trustee	2	Director	$0	$0	$0
Lynn Johnson	Trustee	2	Director	$0	$0	$0
Anita Heap	Trustee	2	Director	$0	$0	$0
Maryanne Vanhaitsma	President	5	Officer	$0	$0	$0
Elizabeth Wickey	Treasurer	5	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
2025	No data	No data	No data	No data
2024	$94,064	$42,636	$567,547	$51,428
2023	$27,496	$36,716	$565,516	$-9,220
2022	$59,150	$32,604	$509,909	$26,546
2021	$111,905	$34,957	$612,473	$76,948
2021	$99,836	$34,979	$578,182	$64,857
2020	$103,564	$65,077	$531,499	$38,487

ROYAL OAK FOUNDATION FOR PUBLIC EDUCATION