HAYWARD FOUNDATION FOR EDUCATIONAL ENRICHMENT (EIN 391780993) - 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

1994

Legal Domicile

Principal Officer

MARK BECKMAN CPA

Phone

7156342653

Tax Period

2024-07-01 to 2025-06-30

HAYWARD FOUNDATION FOR EDUCATIONAL ENRICHMENT, founded in 1994, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $116K, a strong 75% operating margin.

Mission

TO PROVIDE FUNDING TO FURTHER EDUCATIONAL PROGRAMS FOR SCHOOLS OPERATING IN THE HAYWARD COMMUNITY SCHOOL DISTRICT, AND TO ENCOURAGE CREATIVE AND INNOVATIVE EDUCATIONAL PROGRAMS - BENEFITING APPROXIMATELY 1275 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 (2024)

Revenue Breakdown

Contributions & Grants $8,874

Program Service Revenue $0

Investment Income $80,493

Other Revenue $65,823

TOTAL REVENUE $155,190

Expense Breakdown

Grants Paid $36,165

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,873

Other Expenses $2,708

TOTAL EXPENSES $38,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,190	$93,829	+0.7%
Expenses	$38,873	$9,077	+3.3%
Net Income	$116,317	$84,752	+0.4%

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
HEATHER SHEEHAN	BOARD MEMBER	0.25	Director	$0	$0	$0
MATT LOBITZ	BOARD MEMBER	0.25	Director	$0	$0	$0
AMY SPORTEL	BOARD MEMBER	0.25	Director	$0	$0	$0
BRIANNA MCKENZIE	BOARD MEMBER	0.25	Director	$0	$0	$0
VICKI TRELAND	BOARD MEMBER	0.25	Director	$0	$0	$0
CRAIG OLSON	SCHOOL REP	0.25	Director	$0	$0	$0
KATE LAIER	SCHOOL REP	0.25	Director	$0	$0	$0
LYNELL SWENSON	SCHOOL REP	0.25	Director	$0	$0	$0
BRIAN ACHTOR	BOARD MEMBER	0.25	Director	$0	$0	$0
KRIS THOMPSON	BOARD MEMBER	0.25	Director	$0	$0	$0
TRACY LYNN	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK BECKMAN	TREASURER	1.00	Officer	$0	$0	$0
SALLE BECKWITH	SECRETARY	1.00	Officer	$0	$0	$0
MARY SPEROS	VICE PRESIDENT	0.50	Officer	$0	$0	$0
MICHELLE FORRESTER	PRESIDENT	1.00	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
2025	$155,190	$38,873	$1,105,550	$116,317
2024	$93,829	$9,077	$933,162	$84,752
2023	$69,635	$32,805	$760,611	$36,830
2022	$81,942	$33,667	$687,077	$48,275
2021	$79,416	$15,514	$736,157	$63,902
2020	$50,089	$29,528	$532,293	$20,561
2019	$64,273	$29,450	$546,575	$34,823
2018	$74,836	$27,513	$500,129	$47,323

HAYWARD FOUNDATION FOR EDUCATIONAL ENRICHMENT